From "Apple Wants to Recreate Its ‘iPhone City’ Supply Chain Outside China" posted Thursday by the Wall Street Journal.
Read More WSJ: Why it won't be easy for Apple to quit China (video)
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From "Apple is a good stock for the long-term, says Loup's Gene Munster" which aired Thursday on CNBC Pro.
Read More Munster: Unwarranted 'market jitters' gave Apple 15% haircut (video)
If it's any consolation to the longs, Apple outperformed all the other tech megacaps in 2022.
Read More Apple nears two-year low (set March 24, 2021 at $118.88)
From Megha Mandavia "Apple’s Best Bet Against China Might Be India" in Wednesday's Wall Street Journal.
Read More By 2025, India's share of iPhone production could grow from 3% to 18%-20%
“With low immunity and minimal safety nets, Chinese consumers could hunker down and avoid big purchases next year.”
Read More Horace Dediu: Apple could face a Covid 'demand crisis' in China
From "In Q3 2022, Apple did Exceedingly Well in the Indian PC and Tablet Market Segments with High Double Digit Growth" posted Thursday by Patently Apple.
Read More Apple's Macs and iPads grew 61% and 71%, respectively, in India
From "Apple Stock: Bull vs. Bear" posted Wednesday by the Fool.
From Joshua Brustein and Sankalp Phartiyal's "China’s iPhone Factory Stumbles Give India a Chance to Swoop In" in this week's Bloomberg Businessweek.
Read More How small farmers are holding up Apple's expansion into India
Two of Ives' top 10 items featured Apple.
Read More On Dan Ives' Christmas wish list for '23: Apple AR glasses
From a note to UBS clients that landed on my desktop Wednesday.
Read More UBS' David Vogt lowers Dec. AND March quarter iPhone unit estimates
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