"Apple generates most of its revenue from two markets that aren’t growing—smartphones and PCs."
Read More Barron's: The question for Apple is not what but where
From a note to Morgan Stanley clients that landed on my desktop Monday.
Read More Morgan Stanley: India to account for 100% of smartphone growth
"India will be just as important to Apple's growth algorithm over the next 5+ years as China was in the last 5." — Analyst Erik Woodring
Read More Morgan Stanley raises Apple target $30 to $220 on strength of Indian market
"Foxconn has broken ground on multiple factory sites across India, although the $20 billion joint venture with Vedanta would have been one of the largest." From…
From Manish Singh's "Apple purges predatory lending apps in India following scrutiny" posted Friday by TechCrunch
Read More Apple pulls evil Indian fintech apps off App Store
Tim Cook in black tie for Modi state dinner
2 years ago
2 years agoFrom "Hunter Biden, Tim Cook, Garland among guests for Modi state dinner" posted Thursday by The Hill.
From Charmaine Jacob's "U.S. and India set to announce flurry of deals spanning defense, chips and A.I." posted Thursday on CNBC.
Read More Apple's Tim Cook is headed to D.C. for this meeting
From Seema Mody's "Top tech execs get ready to meet Modi as China's economy falters" posted Tuesday by CNBC.
Read More Tim Cook flying to DC for more face-time with India's PM
A rare — perhaps unprecedented — release of Apple's proprietary retail data.
Read More India's new Apple stores leak record-breaking results
Evercore's experts call Vietnam is 'China-lite'; say Apple should consider Turkey and Mexico as alternative manufacturing hubs.
Read More Amit Daryanani on where besides China Apple could make its products
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