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Here’s Why You Should Stop Worrying About Apple in China

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Here’s Why You Should Stop Worrying About Apple in China


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You may have heard…


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China’s stock market hasn’t been doing so well lately.


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In the past month China’s Shanghai composite has fallen more than 20%. Source: CNBC.


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And that’s gotten some Apple investors scared.


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Because China is Apple’s second largest revenue market and its largest smartphone market.


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But there’s really very little for Apple to fear.


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The Economist pointed out last week that China’s stop market dips aren’t as bad as it seems.


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“The first mistake — often made by China pessimists — is to think that the market crash presages an economic collapse. That is most unlikely. True, the stock market is down by a third in a few weeks, but it has fallen back only to March levels; it is still up by 75% in a year.” — The Economist Source: The Economist.


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And…


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“Lost in the drama is the fact that the stock market still plays a small role in China. The free-float value of Chinese markets — the amount available for trading — is just about a third of GDP, compared with more than 100% in developed economies.” — The Economist Source: The Economist.


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So at least for right now, the stock market drop shouldn’t seriously impact China’s economy or Apple’s position there.


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Actually, there are some very good reasons investors should be bullish about Apple in China.


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With the help of the iPhone 6 and 6 Plus, Apple’s smartphone unit sales were up 72% year-over-year in the quarter ending in March. … Source: WSJ.


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And Apple still has room to grow.


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"We believe the China growth story will continue, despite recent changes from the Chinese government that added Apple to its 'do not purchase' list." — Gene Munster, Piper Jaffray Source: Financial Times.


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And UBS said last week that Apple is convincing Chinese consumers, from multiple income levels, to buy its products.


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And added that Apple’s brand commitment is higher than any other smartphone maker in China. Source: AppleInsider.


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Adding all that up, it seems about time to stop worrying about Apple’s position in China…


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And start focusing on its opportunities.


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