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The Essential Podcast from S&P Global is dedicated to sharing essential intelligence with those working in and affected by financial markets. Host Nathan Hunt focuses on those issues of immediate importance to global financial markets – macroeconomic trends, the credit cycle, climate risk, energy transition, and global trade – in interviews with subject matter experts from around the world.

Aug 27, 2026

In this episode of the Look Forward podcast, host Naki Mendoza turns the tables on regular co-host Aries Poon, one of the lead authors of the research, to unpack what's actually changed in Beijing's industrial playbook — and why it matters for global supply chains, competitors, and policymakers.

The Look Forward Podcast is powered by the S&P Global Institute. The S&P Global Institute is the center for enterprise-wide thought leadership that brings together expertise from across S&P Global to provide insights on the trends reshaping markets, industries, and the global economy.