China Must Step Up Easing Measures, JPM's Amoroso Says

The video discusses the challenges faced by emerging markets, particularly China, due to trade wars and an economic slowdown. It highlights the impact on consumption and investment, with a focus on Apple's market difficulties in China. The discussion includes potential measures by the Chinese government and PBOC to stimulate the economy, such as tax cuts and infrastructure investments. The video also considers whether Apple's issues are specific to the company or indicative of broader economic trends.

What are some factors negatively impacting emerging markets, particularly China?

How is the slowdown in China affecting consumer behavior and companies like Apple?

What measures might the Chinese government take to stimulate the economy?

Discuss the relationship between the services PMI and manufacturing PMI in China.

What idiosyncratic issues are affecting Apple's sales in China?