Ep 59 - 15th FYP deep dive: industrial upgrading, solving the compute problem, and investing in people

March 13
1h 27m

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.

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