Ep 6 - Trivium Markets - China’s evolving approach to economic coercion

The Trivium China Podcast

In this week’s policy discussion, your friendly Trivium China team takes a step back to look at how China’s approach to economic coercion is evolving.

Trivium Co-founder Andrew Polk is joined by fellow Trivium Co-founder Trey McArver to examine how Chinese officials have steadily built up robust countersanctions and export control regimes to hit back against perceived US economic aggression.

They start by looking at the latest restrictions on US drone maker Skydio under the Anti-Foreign Sanctions Law and also discuss recent moves to:

• Undertake an Unreliable Entity List investigation into PVH Group, the US parent company of Calvin Klein and Tommy Hilfiger, for complying with the US Uyghur Forced Labor Protection Act
• Potentially begin a cybersecurity review of Intel’s products in China
• Conduct a cybersecurity review of US chipmaker Micron’s products in China
• Bolster the wider export control regime

The upshot: Chinese officials appear to be going on the offensive with their countersanctions and export control regimes.

Andrew and Trey discuss what it all means for foreign companies in China, US-China relations under a second Trump administration, and the broader securitization of the global economy.