Ep 24 - Trivium Markets - China ramps up economic support + doubling down on exports

from The Trivium China Podcast · host Trivium China

It’s been a long time coming, but Beijing is finally ramping up economic support to counter the fallout from tariffs.In this week’s podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss the wave of monetary policy measures rolled out by financial regulators on Wednesday.The gents get into the nitty gritty of China’s financial system – with forays into PBoC relending facilities, provident fund mortgages, and insurance companies’ capital requirements – to explain just what officials hope to achieve.They then round things off with a chat about the latest developments in the US-China trade war, and touch on China’s plan to double down on exports in the years ahead.Enjoy!

What this episode covers

It’s been a long time coming, but Beijing is finally ramping up economic support to counter the fallout from tariffs. In this week’s podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss the wave of monetary policy measures rolled out by financial regulators on Wednesday. The gents get into the nitty gritty of China’s financial system – with forays into PBoC relending facilities, provident fund mortgages, and insurance companies’ capital requirements – t...

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Ep 24 - Trivium Markets - China ramps up economic support + doubling down on exports

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This episode is 48 minutes long.

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This episode was published on May 8, 2025.

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