Avoid Stocks With Chinese Companies Reliant on U.S. Tech, Says Northcape's Cameron

The video discusses the ongoing trade tensions between the US and China, highlighting issues such as IP theft, currency manipulation, and cyber warfare. It emphasizes the structural nature of these tensions and the bipartisan support in the US for a tough stance against China. The video also explores the impact on companies, particularly those reliant on US technology, and the challenges of shifting supply chains. Techtronic is presented as a case study of a company successfully navigating these challenges by diversifying its supply chain to countries like Vietnam and Bangladesh.

Which companies are mentioned as being well-positioned to shift supply chains out of China?

What strategies are companies employing to manage their supply chains in light of US-China tensions?