Japanese companies with operations in China are in a “wait and see” mode, Senior Fellow Ke Long told The Economist, as the pandemic and the prospect of further US sanctions against Chinese companies are making them think about supply-chain stability, not just efficiency.

“Rebalancing Act,” The Economist
https://www.economist.com/business/2020/09/03/can-japan-inc-navigate-the-rift-between-china-and-america

Profile of Senior Fellow Ke Long
https://www.tkfd.or.jp/en/experts/detail.php?id=31