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

from The Trivium China Podcast · host Trivium China

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.

What this episode covers

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 int...

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

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This episode is 36 minutes long.

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This episode was published on October 11, 2024.

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