Surveillance: Tale of Two Halves with Bailin
Bloomberg Surveillance
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Is the Lack of Demand in China Giving a Pass to Tech Companies?
We heard from Morgan Stanley downgrading their view of Apple as a result of some of the suppliers discussing a drawdown or a decline in some of the demand side. Is lack of demand in China giving a pass to tech companies to start to divert business out of that nation more, especially in light of the turmoil we've seen over the past few years? I think it's really been a disaster in terms of Christmas. We're going to see about 10 to 15 million shortages because of what we're seeing in China.
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