Ep 3 - Trivium Markets - Stimulus disappointment

The Trivium China Podcast

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.