Ep 59 - 15th FYP deep dive: industrial upgrading, solving the compute problem, and investing in people
Episode Description
On this week’s edition of the Trivium China Podcast, host Andrew Polk is back with a gaggle of Trivium analysts to go deep on various aspects of the recently released 15th Five Year Plan (FYP).
The group covers a broad range of issues including:
- Key macroeconomic, development, and economic security goals
- The plan for industrial upgrading – and key priorities in upstream, midstream, and downstream industries
- The nexus of technological and industrial ambition
- How climate goals and industrial policy interact
- China’s latest efforts to solve its compute problem
- How innovation factors into goals for the healthcare and agriculture sectors
Just like the FYP itself, this conversation is wide-ranging and hits on a bunch of key policy themes that matter – both now and in the years ahead.