Gå offline med appen Player FM !
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.
11 episoder
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.
11 episoder
Minden epizód
×Välkommen till Player FM
Player FM scannar webben för högkvalitativa podcasts för dig att njuta av nu direkt. Den är den bästa podcast-appen och den fungerar med Android, Iphone och webben. Bli medlem för att synka prenumerationer mellan enheter.