Ep 3 - Trivium Markets - Stimulus disappointment

It’s been a busy couple of weeks for China’s regulators. In quick succession there have been press conferences hosted by the economic planner (NDRC), Ministry of Finance (MoF), and housing ministry (MoHURD).Yet none of them have delivered what everyone’s waiting for: stimulus.Of course, as is always the case, the devils in the detail – and the regulators left out a lot of detail.In this episode, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of China Markets Research, discuss what was announced at the MoF and MoHURD press conferences.They then get into the potential shape of what the stimulus package will look like, and what they’re hoping for.