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Ep 3 - Trivium Markets - Stimulus disappointment
Manage episode 455737023 series 3624714
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.
18 эпизодов
Manage episode 455737023 series 3624714
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.
18 эпизодов
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