

China's Chip Tariff Woes, Examining Apple's Supply Chain
Sep 3, 2024
Geoffrey Lunt, Head of Asia Investment Specialists at HSBC, Steven Tseng, Senior Tech Analyst at Bloomberg, and Peter Mcguire, CEO at XM Australia, dive into China’s economic hurdles, spotlighting the manufacturing sector and the impact of recent tariffs. They discuss the resilience of Chinese firms amid geopolitical tensions and the implications for Apple's iPhone 16 launch on Asian suppliers. The experts also analyze Apple’s supply chain strategy and the competitive tech landscape, along with currency volatility in relation to Asian markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Navigating China's Economic Challenges
01:39 • 7min
Anticipating Apple's iPhone 16 Launch and Market Implications
09:03 • 2min
Apple's Supply Chain Strategy Unpacked
11:00 • 5min
Navigating Currency Markets and Interest Rates
15:54 • 5min
Navigating Currency Volatility and Central Bank Dynamics
21:04 • 3min