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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: sutton   😊 😞
Number: of 15062 
Subject: Re: Berkshire and Apple
Date: 01/21/2023 1:45 PM
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Jim:

Thank you very much for this.

It got me off my tail to re-subscribe to the FT (or at least the one-month teaser rate)

I think the first article is encapsulated in this (fair use) quote: "Where Cook erred, he adds, is by doubling down over the past decade despite mounting evidence that Xi was ramping up repression at home and taking a more combative stance in international affairs." - Aaron Friedberg

...and the second article by these two:

"[A former Apple engineer]says the iPhone maker has been striving to move its operations outside China since at least 2014, but with little progress to show for it. 'China is going to dominate labour and tech production for another 20 years.' 

and

"...the Foxconn labour researcher, predicts that as media attention dies down Apple will quietly increase its investments in the country. 'China has so many advantages,' she says. 'From the moderately educated and skilled workers to the really high level engineers and PhDs ' those providing expertise in cutting-edge knowledge.'

We live in interesting times

--sutton
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