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Ep 2 - Trivium Markets - The dog that didn't bark, fiscal stimulus edition
Manage episode 455737024 series 3624714
Kandungan disediakan oleh Trivium China. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Trivium China atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
The big story out of Beijing this week has been fiscal stimulus: it didn’t materialize on Tuesday at the economic planner’s (NDRC) press conference, and now all eyes are on the finance ministry’s (MoF) press conference on Saturday.
In this episode, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of China Markets Research, talk all things stimulus, covering:
- The likely timing of the much-anticipated fiscal stimulus
- How much might be rolled out
- And how it will be used
Finally, they get into the constraints holding Beijing back from doing more.
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