Consumption in China Is Pretty Weak: Iamthongthong

The video discusses the economic slowdown in China, highlighting the impact of COVID-19 and regulatory changes on consumption. It examines the Evergrande crisis, its potential effects on various sectors, and the likelihood of systematic risk. The video also explores investment strategies amidst regulatory uncertainty, emphasizing the importance of ESG considerations. Finally, it compares policy normalization paths in China and other Asian countries, noting China's advanced position in monetary normalization.

What factors are contributing to the weakness in consumption in China?

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How does the concept of common prosperity impact the middle class in China?

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What is the significance of the vaccination pace in relation to economic activity in China?

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What are the short-term problems affecting the market in relation to Evergrande?

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What are the expected outcomes of the tightening path in the property sector in China?

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In what ways is the Chinese property market fragmented, and what implications does this have?

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How does the regulatory uncertainty affect stock picks in China?

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