China's Domestic Demand Is a Major Bottleneck: JPM's Zhu

The video discusses the economic situation, highlighting missed forecasts and weak domestic demand. It covers policy changes by the PBOC, market reactions, and the lack of urgency for additional stimulus. The focus is on the importance of industry policy over fiscal stimulus and the weak consumption and investment data, particularly in real estate and infrastructure.

What does the text suggest about the current state of domestic demand in relation to exports?

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How has the policy language regarding economic stimulus changed according to the text?

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What role does the text suggest industry policy will play compared to fiscal stimulus?

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What are the implications of the weak consumption demand mentioned in the text?

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What factors are contributing to the cautious spending behavior of households as described in the text?

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