It's a broader issue but Apple is more exposed to it, because [large percentage] of recent growth has been in China.
In the bigger picture Trump has decided that a trade war with China is a good idea, so of course there are going to be unpleasant consequences.
Cook's reign has been rather miserly - pay more for less. It's been an effective short-term strategy for investor returns, but it hasn't created a solid foundation for future expansion, and has also given users very little to be proud of.
Where does Apple want to be five years from now? iPhone XIIIS? MacBook Hydrogen? Mac Pro Gold Professional Edition? There's only so far you can push that boat before the lustre fades.
> Emerging markets; China, India, Africa can still grow for Apple.
Indian market for Apple has been shrinking because of the ridiculous prices for Apple charges in India. Samsung, One Plus and others now dominate there.
In the bigger picture Trump has decided that a trade war with China is a good idea, so of course there are going to be unpleasant consequences.
Cook's reign has been rather miserly - pay more for less. It's been an effective short-term strategy for investor returns, but it hasn't created a solid foundation for future expansion, and has also given users very little to be proud of.
Where does Apple want to be five years from now? iPhone XIIIS? MacBook Hydrogen? Mac Pro Gold Professional Edition? There's only so far you can push that boat before the lustre fades.