Ep 2 - Trivium Markets - The dog that didn't bark, fiscal stimulus edition

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 stimulusHow much might be rolled outAnd how it will be usedFinally, they get into the constraints holding Beijing back from doing more.