Housing recovery as the key to unlocking consumption

It's been a while between trips, but last week Trivium's Head of Markets Research, Dinny McMahon, was back in Beijing.

In this podcast, he and Trivium Co-founder Andrew Polk discuss Dinny's observations and takeaways from the trip.

After dissecting the vibe on the street, the gents get into:

• Where there might be some potential for investment growth this year
• Why the only thing that will unlock household spending is a housing market recovery

This one is short and sweet, so please enjoy this fun-sized pod. 

And a note to listeners: 

• The pod will be off for the Lunar New Year next week.
• But we'll be back in your feeds after the holiday with some exciting new content, so stay tuned!