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

Published 11 months, 2 weeks ago
Description

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!

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