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Chronicles

The story behind the story

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Apple's deep ties to China should worry investors given Beijing controls the factories, workforces, and market access, all of which could be quickly taken away

What happens when the SEC, auditors and investors wake up?  —  Jay Newman was a senior portfolio manager at Elliott Management. Tweets: @patrickmcgee_ , @carlzha , @declanganley , @fjeronimo , and @jaynewman Tweets: Patrick McGee / @patrickmcgee_ : 👀 “The CCP controls the factories and workforce that make Apple products, it controls access to China's market, and dominates Apple's global supply chain. For the CCP, an asset as valuable as Apple is a potent weapon indeed.” https://enterprise-sharing.ft.com/ ... Carl Zha / @carlzha : In order to decouple from China, now NATSEC folks in Washington wants to kill Apple because Chyna! Truly amazing! https://www.ft.com/... Declan Ganley / @declanganley : Not being spoken about so quietly now. https://twitter.com/... Francisco Jeronimo / @fjeronimo : This is a relationship that will be increasingly scrutinized https://www.ft.com/... Jay Newman / @jaynewman : Apple is a Chinese company via @FT https://giftarticle.ft.com/...

Financial Times Jay Newman