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Pressure Points: Tim Cook's China Visit
Cook’s time in China underscores he’s the master of navigating geopolitics and that Apple’s manufacturing shift to India will be slower than some expect.PS: There’s a bonus at the end of the video: Good news continues on iPhone lead times.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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By Deepwater Asset Management
5
33 ratings
Cook’s time in China underscores he’s the master of navigating geopolitics and that Apple’s manufacturing shift to India will be slower than some expect.PS: There’s a bonus at the end of the video: Good news continues on iPhone lead times.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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