Let's talk China's economy! With recent Chamber events focusing on the actions in Washington that have reverberated around the globe, we are overdue for a discussion on China's economy. How far along is China's housing market in its recovery? Will much-discussed demand-side reform be delivered—and on a big enough scale to meaningfully address the consumption drag? And of course, where can foreign companies find opportunities aligned to the government's current economic priorities?
To unpack these questions, the British Chamber of Commerce in China is pleased to welcome Andrew Polk, co-founder of Trivium China, for a wide-ranging discussion on China's macroeconomic outlook and evolving policy landscape. A trusted advisor to global investors, Polk will bring clarity to the complex signals coming out of Beijing at a time of heightened geopolitical sensitivity.
He will be joined in a panel discussion by Wang Dan, Director, China at Eurasia Group, whose deep insights into China's political economy and global positioning will help frame what shifting policy priorities could mean for multinationals in the months ahead.
Together, they'll explore the domestic and international dynamics shaping China's growth path—and the implications for business strategy in 2025.
Agenda
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Macroeconomic update
Andrew PolkA presentation on China's macro situation with Andrew Polk, Co-founder of Trivium China
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Macroeconomic update
A presentation on China's macro situation with Andrew Polk, Co-founder of Trivium China
Speakers
Andrew Polk
Co-founder of Trivium ChinaAndrew Polk is the Co-founder and Head of Economic Research at Trivium/China, a Beijing-based strategic advisory firm. Before founding Trivium, Polk was the China Director at Medley Global Advisors, where he advised asset managers and hedge funds on developments in China's economy and financial markets.
Previously, Polk was the Resident China Economist at The Conference Board's China Center, where he conducted economic analysis on the Chinese economy for corporate clients.
Polk is the co-author of The Long, Soft Fall in Chinese Growth and maintains a deep network of professional contacts in the official, academic, and business communities in China – built over a decade of living in China and working on China issues. Other research positions he has held include stints at the Institute of International Finance and the U.S. Treasury.
Polk holds an MA in economics and international relations from Johns Hopkins SAIS.
Panel Discussion
A panel discussion moderated by Graeme Wallace.
Speakers
Andrew Polk
Co-founder of Trivium ChinaAndrew Polk is the Co-founder and Head of Economic Research at Trivium/China, a Beijing-based strategic advisory firm. Before founding Trivium, Polk was the China Director at Medley Global Advisors, where he advised asset managers and hedge funds on developments in China's economy and financial markets.
Previously, Polk was the Resident China Economist at The Conference Board's China Center, where he conducted economic analysis on the Chinese economy for corporate clients.
Polk is the co-author of The Long, Soft Fall in Chinese Growth and maintains a deep network of professional contacts in the official, academic, and business communities in China – built over a decade of living in China and working on China issues. Other research positions he has held include stints at the Institute of International Finance and the U.S. Treasury.
Polk holds an MA in economics and international relations from Johns Hopkins SAIS.
Dan Wang
Director, China of Eurasia GroupDan Wang is a director on Eurasia Group's China team, offering strategic insights on China's economic trajectory, policymaking, and global influence. She previously served as the chief economist at Hang Seng Bank China in Shanghai and as an analyst at the Economist Intelligence Unit in Beijing.
A frequent voice in global media, Dan has appeared on CNBC, Bloomberg, and the BBC. She writes a column for FT China. She regularly delivers keynote speeches at government and industry forums and participates in high-level policy discussions worldwide.
Dan holds a doctorate in economics from the University of Washington, with expertise in property rights, environmental economics, and econometrics. She designed and led nationwide surveys on agriculture as a postdoctoral researcher at the Chinese Academy of Sciences.
When not analyzing China's economic conditions, Dan is likely singing, hiking, or creating data charts. She has a soft spot for dogs and likes to read physical books—ideally followed by a dip in a Japanese onsen and a cup of hibiscus tea.
Graeme Wallace
Managing Director of British Chamber of Commerce in ChinaGraeme Wallace is the Managing Director of the British Chamber of Commerce in China. With extensive experience in the sector, he previously led commercial operations at the European Chamber of Commerce in China. After five years away from Beijing, during which he pursued further education and worked in the UK’s vibrant start-up sector, Graeme has returned to the region to continue driving impactful business engagement between the UK and China.
Graeme holds an MBA from the University of Cambridge’s Judge Business School, where he chaired the Public Policy Special Interest Group, and an MA from the University of St Andrews’ School of International Relations. He is proficient in Chinese and maintains a strong interest in research related to China’s global engagement. Outside of work, Graeme is a qualified kettlebell coach.
Speakers
Andrew Polk
Co-founder of Trivium China
Andrew Polk is the Co-founder and Head of Economic Research at Trivium/China, a Beijing-based strategic advisory firm. Before founding Trivium, Polk was the China Director at Medley Global Advisors, where he advised asset managers and hedge funds on developments in China's economy and financial markets.
Previously, Polk was the Resident China Economist at The Conference Board's China Center, where he conducted economic analysis on the Chinese economy for corporate clients.
Polk is the co-author of The Long, Soft Fall in Chinese Growth and maintains a deep network of professional contacts in the official, academic, and business communities in China – built over a decade of living in China and working on China issues. Other research positions he has held include stints at the Institute of International Finance and the U.S. Treasury.
Polk holds an MA in economics and international relations from Johns Hopkins SAIS.
Dan Wang
Director, China of Eurasia Group
Dan Wang is a director on Eurasia Group's China team, offering strategic insights on China's economic trajectory, policymaking, and global influence. She previously served as the chief economist at Hang Seng Bank China in Shanghai and as an analyst at the Economist Intelligence Unit in Beijing.
A frequent voice in global media, Dan has appeared on CNBC, Bloomberg, and the BBC. She writes a column for FT China. She regularly delivers keynote speeches at government and industry forums and participates in high-level policy discussions worldwide.
Dan holds a doctorate in economics from the University of Washington, with expertise in property rights, environmental economics, and econometrics. She designed and led nationwide surveys on agriculture as a postdoctoral researcher at the Chinese Academy of Sciences.
When not analyzing China's economic conditions, Dan is likely singing, hiking, or creating data charts. She has a soft spot for dogs and likes to read physical books—ideally followed by a dip in a Japanese onsen and a cup of hibiscus tea.
Graeme
Wallace
Managing Director of British Chamber of Commerce in China
Graeme Wallace is the Managing Director of the British Chamber of Commerce in China. With extensive experience in the sector, he previously led commercial operations at the European Chamber of Commerce in China. After five years away from Beijing, during which he pursued further education and worked in the UK’s vibrant start-up sector, Graeme has returned to the region to continue driving impactful business engagement between the UK and China.
Graeme holds an MBA from the University of Cambridge’s Judge Business School, where he chaired the Public Policy Special Interest Group, and an MA from the University of St Andrews’ School of International Relations. He is proficient in Chinese and maintains a strong interest in research related to China’s global engagement. Outside of work, Graeme is a qualified kettlebell coach.
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