logo
episode-header-image
Dec 2024
27m 17s

Will China’s policy stimulus be enough?

GOLDMAN SACHS
About this episode
Goldman Sachs Research’s Hui Shan, chief China economist, and Peking University Guanghua School of Management’s Michael Pettis discuss just how effective China’s domestic policy stimulus will be in addressing the country’s internal and external economic challenges. This episode explores the latest Top of Mind report, “Will China’s policy stimulus be enough?” ... Show More
Up next
Today
Building AI Systems for Capital Markets
Key takeaways: The "demo versus product" gap: An AI demo is judged on its best day, but an institutional-grade product is judged on its worst. Building reliable financial tools requires rigorous, auditable grounding frameworks to avoid hallucinations and ensure every output can b ... Show More
26m 34s
Aug 18
Wellington’s Jean Hynes on the Art of Investing and Finding New Markets
Jean Hynes, CEO of Wellington Management, has more than 35 years of experience at the firm. But she spends most of her time looking ahead, trying to envision what the world might look like in a decade and building portfolios around nascent opportunities. In an interview with Gold ... Show More
43m 47s
Aug 13
What the US-Japan Currency Intervention Means for the Yen, Rates, and the Dollar
The US and Japan coordinated on the biggest currency market intervention in 15 years, helping to stabilize a weakening yen. Karen Fishman, senior FX strategist in Goldman Sachs Research, and Praneet Shah, global head of FX options trading in Global Banking & Markets, discuss why ... Show More
27m 13s
Recommended Episodes
Jul 2025
China’s Debt Problem Is 300% Bigger Than America’s
From state-owned enterprises to real estate issues - how does China’s economy operate under different rules? Learn more about your ad choices. Visit megaphone.fm/adchoices 
24m 8s
Oct 2024
Yuan for the money: China stimulates its economy
<p>After years of slowing growth, the Chinese government is <a href="https://www.economist.com/finance-and-economics/2024/09/27/at-last-china-pulls-the-trigger-on-a-bold-stimulus-package?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discover ... Show More
26m 54s
Oct 2024
Yuan for the money: China stimulates its economy
After years of slowing growth, the Chinese government is finally attempting to bolster consumer demand, business confidence and the stock market. Our correspondent analyses the surprise shift in policy (10:25). How will immigration policy play with swing voters in Arizona? And Sa ... Show More
26m 54s
Mar 2024
055 | China: keeping the dragon awake
As China's parliamentary meetings come to an end, what's the outlook for the economy in 2024 and beyond? In this episode, we speak to Senior Economist Francoise Huang about whether the ‘New Three’ industries of electric vehicles, batteries and solar energy products could become ... Show More
18m 58s
Oct 2024
Affected by China Unwillingly and Unknowingly
tail spinning
16m 56s
Apr 2018
Adventures in Finance 61 - Crude Awakening: The Yuan, the Dollar, and the Battle for Global Supremacy
China appears to be taking a major step to combat the dominance of the U.S. dollar. How significant could that move be, and what political, economic, and market changes might result? Luke Gromen, founder of research firm Forest for the Trees, joins for a deeply insightful discuss ... Show More
1h 24m