In the final weeks of each year, the Party convenes the Central Economic Work Conference (CEWC) – a gathering of China’s top economic policymakers – to hammer out the economic agenda for the year ahead.

In this podcast, our last for 2024, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss what we learned from this year’s CEWC.

We didn’t have high hopes for the readout from the CEWC.

• The summary typically gives away very little.

But the document was a little meatier than usual this year.

Andrew and Dinny discuss:

• How authorities will try to boost consumption
• Fiscal and monetary policy plans for the year ahead
• Their thoughts on the leaked GDP growth and budget deficit targets for 2025