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The video discusses the escalating trade tensions between the US and China, highlighting the impact on the tech sector and risk markets. It explores the direct and indirect effects on market positioning and corporate growth, emphasizing the potential delay in 5G rollout and its implications for various industries. The discussion also covers economic resilience in Asia, despite geopolitical risks, and the need for cautious market positioning amid increased volatility.

What are the potential impacts of trade tensions on the 5G rollout?

What are the indirect impacts of trade tensions that are concerning for the market?

How might the escalation of trade tensions affect corporate CapEx growth?

In what ways could the current trade tensions influence global growth recovery?

What strategies should investors consider in light of increased market volatility due to trade tensions?