Renaud and Adrian investigate what China's current politics might mean for manufacturers with a supply chain there and if 'Zero China' is realistic or even possible. They also talk about minimizing supply chain disruption by following a China +1/many strategy, how to approach doing this, and suitable countries to look at. Finally, they gaze into the crystal ball and make some predictions about how worried importers with Chinese suppliers should be right now given everything that is going on in the world and China politically.

00:00 - Greetings and introducing the topic: Zero China.

01:52 - What is Zero China?

03:14 - Looking back in history at the origins of the 'China + 1' approach.

04:57 - Garment companies: early adopters of a diversified supply chain.

07:34 - After 2015 politics started changing in China...spurring businesses to adopt China+1/many policies.

18:29 - Looking at Apple as an example.

27:46 - How about SMEs with manufacturing in China? What options do they have now?

35:32 - How about pursuing Zero-China?

43:51 - Should Western companies with Chinese supply chains right now be panicking?

48:02 - Wrapping up.

• Japanese companies explore how to go 'zero-China' amid tensions [Nikkei Asia article]

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