November economic data was a bit of a letdown, suggesting China’s economy is rapidly losing growth momentum. Fixed asset investment declined by double digitsIndustrial output grew at its slowest rate in 15 monthsRetail sales of consumer goods grew at the slowest rate in three yearsBut things aren’t as bad as they seem. This week, host Andrew Polk is joined by Trivium’s lead macro-econ analyst Joe Peissel to dig into November’s economic data. The gents cover: China’s supply-side slowdown, and ...
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November economic data was a bit of a letdown, suggesting China’s economy is rapidly losing growth momentum. Fixed asset investment declined by double digitsIndustrial output grew at its slowest rate in 15 monthsRetail sales of consumer goods grew at the slowest rate in three yearsBut things aren’t as bad as they seem. This week, host Andrew Polk is joined by Trivium’s lead macro-econ analyst Joe Peissel to dig into November’s economic data. The gents cover: China’s supply-side slowdown, and ...
Ep 34 - Beijing's curious plan to stimulate services consumption with more investment
The Trivium China Podcast
40 minutes
4 months ago
Ep 34 - Beijing's curious plan to stimulate services consumption with more investment
The quest to understand Beijing's views on consumer spending continues. The latest: On August 13, China's finance ministry (MoF) said it would bring down borrowing costs for service sector firms by providing them with rebates on their interest payments. Curiously, authorities framed the measure – which is clearly designed to increase investment – as being an effort to boost consumption.In this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss t...
The Trivium China Podcast
November economic data was a bit of a letdown, suggesting China’s economy is rapidly losing growth momentum. Fixed asset investment declined by double digitsIndustrial output grew at its slowest rate in 15 monthsRetail sales of consumer goods grew at the slowest rate in three yearsBut things aren’t as bad as they seem. This week, host Andrew Polk is joined by Trivium’s lead macro-econ analyst Joe Peissel to dig into November’s economic data. The gents cover: China’s supply-side slowdown, and ...
