PodcastThe Trivium China PodcastOctober 9, 2026
Ep 91 - Beijing’s quiet deleveraging push
Trivium's Andrew Polk and Denny McMahon discuss Beijing's quiet deleveraging push, PBOC governor Pan Gongsheng's essay on debt, slowing credit growth, and export-led growth as the enabling condition.
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.