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New York Post
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Trump says he told Apple to stop making iPhones in India: ‘Had a little problem with Tim Cook'

1. Trump urges Tim Cook to reduce iPhone production in India. 2. Apple plans to increase US production following talks with Trump. 3. Apple's $500 billion US investment aims to mitigate trade risks. 4. India accounts for 20% of Apple's iPhone production, growing rapidly. 5. Re-shoring manufacturing presents significant challenges for Apple.

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FAQ

Why Bearish?

Trump's demand may disrupt Apple's supply strategy and increase costs. Historical examples show supply chain shifts lead to uncertainty and investment risks.

How important is it?

The article highlights the pressure on Apple from political figures, impacting market perception. Given Apple's major investments, this could alter investor sentiment significantly.

Why Long Term?

Transitioning production back to the US would take years, with long-term financial implications. Similar moves in the past have shown sustained effects on operational costs.

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