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Equities, Cannabis, Chips, And Geopolitics (Podcast)

Bloomberg Intelligence

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Technology Supply Chain Reliance on China

Wojin: China is a main supplier, not only for chips, but more importantly, electronics manufacturing. Over the years, manufacturing shifted over from US and Mexico and moved over to China because of economies of scales. Wojin: Trying to untangle that is going to be quite a task. But they can make some progress on them with government incentives and penalties against Chinese producers.

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