Wei Yao
Head of Research & Chief Economist, APAC at Société Générale
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Jul 18, 2024 • 20min
US Floats Tougher Trade Rules to Rein In China Chip Industry
In this podcast, Vlad Savov, Brian Krawez, and Wei Yao discuss the US considering tougher trade rules on China's chip industry. They explore the impact on companies like Huawei, negotiations, market reactions, investment opportunities in Gentex and Samsung, President Xi Jinping's economic vision for China, technology upgrade focus in China, and measures to boost domestic demand.
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