JPMorgan: EM Recovery Is Underway, But It Is Uneven

The video discusses the impact of regulatory changes in China, focusing on macroeconomic risks and the concept of common prosperity. It highlights the potential consequences of these changes on private sector investment and economic growth. The discussion also covers the effects of the Delta variant on global economic recovery, particularly in the services sector. Additionally, the video addresses output gaps and inflation concerns, emphasizing the importance of employment data in assessing economic health.

What are the potential long-term consequences of the regulatory crackdown on China's economy?

How does the demographic dividend play a role in China's economic strategy?

What challenges do you foresee in balancing profit-making with social responsibility in China?