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Author: Blackswanny   😊 😞
Number: of 15070 
Subject: Apple and China risk
Date: 05/07/2023 2:29 AM
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I couldn't see any discussion on this? I remember Rational Walk posted an excellent question about this.
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Author: Blackswanny   😊 😞
Number: of 15070 
Subject: Re: Apple and China risk
Date: 05/07/2023 4:33 AM
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China / US
https://youtu.be/ujMA3QRlN7w

Apple over 5 to 10 yrs
https://youtu.be/rcszE4xf_QI

Apple better than any other biz
https://youtu.be/UpGIJG02-Mw

On TSMC and sale.
https://youtu.be/kSz9oD3snbg

Interesting to note their comments on the stupidity of tensions between China and the US (it could end badly) and also the reasons for the sale of TSMC (geopolitical) yet no comment on Apple's embeddedness in China.

Charlie quipped at the end of TSMC about Warren needing to be more comfortable. So how does this tie in with his Apple position?

I suppose the difference could be that TSMC could be shut down permanently whereas businesses with links to mainland China will still operate in some capacity despite sanctions etc etc. Everything will be impaired to some degree but without permanent loss of capital.



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Author: Blackswanny   😊 😞
Number: of 15070 
Subject: Re: Apple and China risk
Date: 05/07/2023 10:19 AM
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For interest. Exclusive interview with Trump on GB News from Scotland. Talk a a lot about the US economy and international relations.

https://youtu.be/oqI2M4jBliM
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