China and tariffs: I think China got the memo: they are about to lose some big customers if they don't get back to the negotiating table with the US regarding tariffs.
Apple Inc has said it has started exploring moving some production out of China. This is not a trivial decision. If Apple moves some production out of China, others will follow.
Apple may or may not be serious; part of this may be a strategy to get China back to the bargaining table.
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