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Odd Lots

This Is What The Coronavirus Means For The Chinese Supply Chain

Feb 26, 2020
Dan Wang, a China tech industry analyst at Gavekal Dragonomics, delves into the significant effects of the coronavirus on the Chinese supply chain. He discusses how Apple's revenue warning reveals vulnerabilities tied to its factories in China. The conversation highlights ongoing labor shortages and the challenges smaller businesses face against larger corporations. Additionally, Wang examines the long-term implications for Chinese manufacturing amidst geopolitical tensions and the quest for technological independence.
37:45

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