Rhodium Group's Goujon on US Curbs on China Investments

The transcript discusses a new executive order focusing on regulatory measures affecting sectors like semiconductors, quantum technologies, and AI. It highlights the challenges of defining scope and anti-circumvention measures, the potential for scope creep, and the absence of biotech in current regulations. The discussion includes international examples and corporate concerns in China, emphasizing the complexity of balancing national security with economic interests.

What concerns are raised regarding potential Chinese retaliation in the healthcare space?

What is the significance of the term 'pre-export control' as mentioned in the text?

How do the uncertainties surrounding the executive order impact corporate strategies in China?