J Capital Research's Stevenson-Yang on China, Geopolitics

The transcript discusses China's efforts to regulate technology and achieve economic targets amidst the 100th anniversary of the party. It highlights concerns about corporate leverage and financial risks, particularly with companies like Evergrande. The conversation shifts to geopolitical tensions between the US and China, focusing on human rights and trade talks. The discussion concludes with strategies for corporates to manage risks and diversify their value chains.

What is one of the main economic targets China is focusing on during the 100th anniversary of the party?

• Reducing capital flight

• Increasing commodity prices

• Decreasing currency stability

• Raising real estate prices

Which of the following companies is mentioned as a source of financial concern in China?

• Huawei

• Evergrande

• Tencent

• Alibaba

What is a significant factor causing companies to reconsider their value chains according to the transcript?

• Environmental regulations

• Technological advancements

• High labor costs

• COVID-19 and human rights concerns

What is the stance of the Biden administration on trade talks with China?

• They intend to increase tariffs significantly.

• They plan to ignore human rights issues.

• They aim to completely overhaul the WTO.

• They focus on realistic expectations and marginal improvements.

What should companies with exposure to Chinese markets do to manage geopolitical tensions?

• Concentrate all operations in China

• Ignore geopolitical risks

• Diversify their value chains across different countries

• Increase their dependence on Chinese suppliers