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Wishing All The News Was Good with Savita Subramanian of Bank of America

RiskReversal Pod

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The Impact of Geopolitical Risks on Apple's Stock Performance

The hosts analyze the potential risks for Apple's stock performance due to escalating tensions between the US and China, specifically focusing on China's ban on iPhones for government workers. They discuss the negative effects on Apple's market cap and sales in the Chinese market, as well as the underperformance of Apple's stock compared to the S&P tech sector. Additionally, they mention the challenges faced by Tesla in China and the controversy surrounding Elon Musk's recent comments on Twitter.

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