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Ep 5 - Trivium Markets - Still waiting for stimulus and pondering the election

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Manage episode 455737021 series 3624714
内容由Trivium China提供。所有播客内容(包括剧集、图形和播客描述)均由 Trivium China 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

After waiting over a month for a stimulus package from Beijing, we now know when to expect it – November 8, at the conclusion of a meeting by the legislature’s (NPC) standing committee.

In this week’s podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of China Markets Research, discuss what’s likely to be in the stimulus package and where it might prove surprising.

They also discuss how the upcoming US Presidential election factors into Beijing’s policy making, and whether it might influence the stimulus package.

  continue reading

11集单集

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Manage episode 455737021 series 3624714
内容由Trivium China提供。所有播客内容(包括剧集、图形和播客描述)均由 Trivium China 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

After waiting over a month for a stimulus package from Beijing, we now know when to expect it – November 8, at the conclusion of a meeting by the legislature’s (NPC) standing committee.

In this week’s podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of China Markets Research, discuss what’s likely to be in the stimulus package and where it might prove surprising.

They also discuss how the upcoming US Presidential election factors into Beijing’s policy making, and whether it might influence the stimulus package.

  continue reading

11集单集

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