Former IBM CEO Sees China As Supply Chain's 'Wild Card'

The video discusses the current progress in various sectors, focusing on short-term effects and investments. It highlights China's role in global supply chains, especially in light of the COVID-19 pandemic and the Olympics. The impact of digitalization is explored through successful models like Amazon and Apple. The video also examines China's COVID-19 strategy and its implications for production, as well as the geopolitical tensions between the US and China, particularly in the technology sector.

What challenges does China's zero COVID policy present to its production capabilities?

In what ways might the US and China experience decoupling in their economies?