When the Politburo met to talk about the economy at the end of July, the general tone was one of contentment. 

• Despite the disruption of the Trump tariffs, China's economy has outperformed expectations this year, led by truly remarkable export growth.

In this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss the state of China's economy. 

The gents get into China's:

• Latest export miracle
• Persistently weak household consumption
• Efforts to deal with overcapacity

Then they wrap up with some thoughts about what to expect from economic policy for the rest of the year.