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Andrew's avatar

I share the very serious concern about the tension between China and the rest of the world, not just as an investor, but as a citizen of the U.S. and of the world. I avoid any investment in Chinese companies or in those with heavy exposure to the Chinese (mainland and H.K.) markets. The actions taken by western companies after Russian invasion of Ukraine should serve as a warning. Apple is in a delicate situation. Losing the entire Chinese market would be bad, but losing its manufacturing base in China would be devastating, at least until factories elsewhere ramp up. Apple is also pledging to make a 275 billion investment in China over 5 years, entrenching itself further in the Chinese supply chain. This makes me quite uncomfortable.

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Cardude's avatar

Are you worried enough about Apple’s exposure to diversify out of Berkshire?

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