Apple has a huge stake in China and that's Apple from a production standpoint. What should we be listening for from Apple? Not just when it comes to China but also macro because they've got things everywhere. This is an increasing risk to Apple specifically. There's plenty of other tech companies who have diversified out of Asia or started that process. Microsoft though is very much on my radar.
Andy Browne, Partner at Brunswick Group, discusses Chinese President Xi's power grab in China. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Technology Reporter Jackie Davalos provide the details of Jackie's Businessweek story Implosion of Instant Delivery Interrupts $15 Billion VC Fantasy. Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams has a preview of earnings from big tech companies. And we Drive to the Close with Ben Kirby, Co-Head of Investments at Thornburg Investment Management.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
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