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.

In what ways do human rights issues serve as a source of tension between the US and China?

What strategies should corporates adopt to navigate tensions related to their exposure in the Chinese market?