Why It's So Hard for Apple to Move Production from China to India
Odd Lots2 Jun 2025

Why It's So Hard for Apple to Move Production from China to India

President Trump wants Apple to make iPhones in America. The company itself has talked about — and to some extent already has been — moving more of its production to other countries, like India. But in reality, Apple remains deeply, deeply enmeshed in the Chinese supply chain. In fact, the rise of Apple, and the iPhone specifically, is the ultimate example of the link between the American and Chinese economies. And while this has been fruitful for shareholders all around the world, and contributed greatly to Chinese economic development, this relationship is also now perceived to be a huge source of geopolitical vulnerability for the United States. On this episode, we speak with Patrick McGee, a reporter at the Financial Times and the author of the new book Apple In China: The Capture of the World's Greatest Company. He talks to us about how Apple discovered the opportunity of doing more manufacturing in China, and how close the company has become with Chinese political leadership. We walk through both the politics and the economics that makes it almost impossible to imagine the company building its products anywhere else at significant scale.

Odd Lots Live is returning to New York City on June 26. Get your tickets here!

See omnystudio.com/listener for privacy information.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(1219)

Inside Hudson River Trading's Blistering Token Burn

Inside Hudson River Trading's Blistering Token Burn

Today’s episode, which was recorded at our recent live show at New York’s City Winery, follows up on a conversation we had with Iain Dunning, head of AI at Hudson River Trading. Last year, we talked a...

5 Jun 31min

Goldman Sachs CEO David Solomon on Running a Bank in the Age of AI

Goldman Sachs CEO David Solomon on Running a Bank in the Age of AI

There's a lot of debate about the future of AI — not just whether it will produce the returns investors are expecting, but also if AI will lead to mass worker displacement. Big banks are the perfect p...

4 Jun 1h 5min

The Hidden Plumbing of Commodity Finance

The Hidden Plumbing of Commodity Finance

We talk about the commodity supply chain all the time. We talk about the ports and the trucks and the ships and all of that. But there's another dimension to moving commodities all around the world, w...

1 Jun 46min

How the Invention of Rope Gave Us Modern Civilization

How the Invention of Rope Gave Us Modern Civilization

Rope is easy to take for granted. It seems obvious and straightforward. But of course, it had to be invented. Early humans discovered that by twisting fibers around each other, the resulting structure...

30 Mai 36min

Gita Gopinath on Why Interest Rates Have Surged All Around the World

Gita Gopinath on Why Interest Rates Have Surged All Around the World

There's been a massive selloff in the bond market and rates are rising all around the world. Japan, Korea, the UK... You name it. Gita Gopinath, Harvard economics professor and the former first deputy...

29 Mai 51min

Brendan Greeley on the Real 500-Year History of the Dollar

Brendan Greeley on the Real 500-Year History of the Dollar

We love talking about money. And of course, we love talking about the dollar, in all its varieties — from bank deposits to eurodollars to stablecoins. But what fundamentally is a dollar and who actual...

28 Mai 55min

What It Takes to Run One of London's Most Popular Pubs

What It Takes to Run One of London's Most Popular Pubs

As our listeners know, restaurants are great microcosms for macro-economic trends. They sit at the intersection of everything from consumer confidence to commodity costs to the labor market. So on our...

25 Mai 1h 8min

Architect Norman Foster on Why the West Struggles to Build Big

Architect Norman Foster on Why the West Struggles to Build Big

Not many people think of designing buildings as an exercise in economics, but the entire process is defined by constraints around resources (both physical and financial), and an iconic building can al...

23 Mai 54min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-skravla-gar
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
utbytte
pengesnakk
rss-pa-konto
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
pengepodden-2
okonomiamatorene
liberal-halvtime
rss-markedspuls-2
lederpodden