Even if it is issue for component supplier, ultimately Apple needs to pay them, customer needs to pay Apple. No company can stop imports completely, but may try to reduce imports to improve profitability.
China Plans 25% Tariffs on U.S. Pork Imports
China Plans 15% Tariffs on U.S. Steel Pipes, Fruit, Wine
Thereās nothing that can sway the dumb Trump supporters, is there?
Remember the wall? Mexico will pay for it?
Oh wellā¦no tariff sanctions for Mexico and Canada. They will pay later through taking down NAFTA.
Which brings another question: Wasnāt NAFTA, The wall, ISIS and Trumpcare taken care of within 30 days?
āChina announced plans for reciprocal tariffs on $3 billion of imports from the U.Sā
Thatās not going to crash the economy and gives us more leverage to reduce existing tariffs.
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Look like China tries to avoid full scale trade war, merely make token reciprocal tariffs?
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China is not at a point where it can go head to head with America. Its GDP (nominal) needs to be at least twice the size of the US before the balance of power really shifts to its favor. By that time it will be holding all the cards. Now it still needs to lay low and quietly grow its power.
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The immediate impact, Trump tariff, is not for China, but for those companies who import from China. The profit margin will get a hit until they make locally or continue the import (with higher tariff).
All those US companies stock price will reflect the tariff effect. This is permanent until tariff is removed.
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So obviously FANGs would not be affected because they import zilch from China. BATs should also not be affected because they import zilch from America. APPL and TSLA, however, might be affected indirectly because they are not internet centric like the FANGs and BATs.
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The tariffs arenāt immediate either. Thereās a 15-day window for them to organize more details. Then thereās a 30-day public comment period. That creates time to do a deal to avoid tariffs.
The steel and aluminum one ended up being a lot of crying over nothing. It actually got some trade partners to reduce/eliminate existing tariffs on US goods.
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This thing is Black Friday/Monday material. I need to do some major selling to control risk exposure.
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Umā¦ not that extreme.
Excuse me, forgot somethingā¦
Now what are we taking about again?
China Hits Back at Trump Tariffs as Trade War Finally Arrives
āThis is an opening gambit by China, signaling that the imposition of tariffs by the U.S. will elicit what Beijing views as a proportionate retaliatory response,ā said Eswar Prasad, a former chief of the International Monetary Fundās China division and now a professor at Cornell University in Ithaca, New York. āChina has the ability to inflict significant economic harm on U.S. exporters of certain goods and can also use other overt as well as covert actions such as supply chain disruptions to hurt U.S. manufacturers.ā
Maybe Foxconn would suddenly have problems making iPhones?
At present, China seems to be focusing on ASEAN and India. Many free goodies for these nations.
Possibly. Foxconn may have a power outage for 1 week and Apple Store will have nothing to sell 
He forgot you are using portfolio margin, 1 for 10 
not his 30% 
Are you belittling my 30%? Itās certainly way better than your 0%.
Is it possible that Trump and China exchange some threats but then reach some agreement to make the trade āwarā more like a trade negotiation?
Does the trade war news help anyone in the midterm election? Seems that Trump is doing this by himself and it does not benefit his party in the election.
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Thatās my bet. If done right, itāll build momentum for mid terms. Trump can take credit for the tax cuts increasing pay checks and negotiating a favorable trade deal with a China.
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