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

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.