I think it would vary by product.
Ultimately, the question you have to ask a business is this: If you lost one-third of your business, could you survive? It's a bit like a stock market investor. If you have all your money in only three stocks and one of them goes to zero, are you going to be insolvent? Are you going to lose your house? That kind of calculation would need to be done at the individual firm level.
I think the government could help, in various ways, by developing frameworks, litmus tests and geopolitical guidance on how risky a market is and how to factor that kind of political risk into business decisions. To some extent, there may be ways of mitigating that through sectoral, regional or national insurance programs, for example, and so on. The agricultural sector already benefits from certain mechanisms to provide insurance against things like shifts in climate and weather or bad growing seasons. This is another risk that needs to be factored in with mechanisms, and by evaluating mechanisms.
As a ballpark, if I were running a company, I wouldn't want more than a third of my sales being dependent on China or any other market in a position to weaponize that geopolitically. You want to be able to survive, move on and diversify.