Episode Details
Back to EpisodesEp 2 - Trivium Markets - The dog that didn't bark, fiscal stimulus edition
Published 1 year, 6 months ago
Description
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.