Worst Is Over for ZTE, Jefferies' Lee Says

The video discusses the impact of China Mobile's business operations, particularly its expansion into the US market. It covers the US export ban on ZTE and the company's compliance efforts. The competitive pressures in the telecom market, especially with the rollout of 5G, are highlighted. The video also addresses political and economic tensions, including the Trump administration's decisions and their implications for US-China relations. Finally, it explores the global tech supply chain and national security concerns, emphasizing the interconnectedness of global trade.

In what ways might political opposition to Chinese companies manifest in the US?

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What are the implications of the anti-China sentiment in the US for American companies?

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