Bullish on Apple? Bullish on China

One can’t help but be bullish – at least a tinge – on both Apple and China.  From a recent NYT article:

Last week, Apple reported blockbuster sales and profits in its third quarter, including $3.8 billion in revenue in greater China, which includes Taiwan and Hong Kong.

For the first three quarters of Apple’s fiscal year, revenue in greater China was $8.8 billion — six times that of a year earlier.

 

Related

The FT reports on the excess inventory in certain parts

Here’s the article. All are sound except #9.

At the start of the year, I set a goal