EVENTS:   The Great Rebalancing: Asset Allocation in a Multipolar World - Juan Correa/BCA Research - 25 Feb 26   2026 Macro Themes with Keith McCullough - Keith McCullough/Hedgeye - 26 Feb 26     ROADSHOWS: Geopolitics & Macro: Rates, Trade, FX, and Global Flashpoints - Dimitris Valatsas & Maximilian Hess & Dmitry Grozoubinski /Aurora Macro Strategies   •   London   23 - 24 Feb 26       US L/S Financials, Housing & Macro Ideas - Josh Steiner /Hedgeye   •   London   02 - 06 Mar 26       Europe and Asia Short Ideas - Robert Prather /Vision Research   •   Dubai, Paris, London   03 - 06 Mar 26       US Communication Equipment and Cloud Infrastructure - Mike Genovese /Rosenblatt Securities   •   London   03 - 04 Mar 26      

Setting a New Course? Dissecting China’s Five-Year Plan and Annual Work Reports

Trivium China

Wed 11 Mar 2026 - 10:00 EST / 15:00 GMT / 16:00 CET

Topics

• Key takeaways from both sets of documents, and any unexpected elements.

• Can new efforts to unlock consumption or stimulate investment be expected?

• Whether Beijing is moving any closer to dealing with the challenges of property or local government debt.