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દ્રારા જુઓ : 
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દ્રારા ક્રમબધ્ધ કરો:   
20 Jun 2018 01:50

Market View

દ્રારા પોસ્ટેડ : anibillon

Chinese companies could definitely struggle. Huawei, the world`s biggest telecommunications equipment maker, relies on U.S. companies like Qualcomm and Intel for components for much of its hardware. It has already faced scru in the U.S. and has been unable to fully enter the market.

ZTE is facing renewed issues after a defense bill passed by senate could effectively ban the company from buying components from U.S. firms.

Xiaomi, which is gearing up for the biggest initial public offering since Alibaba in 2014, makes smartphones and other devices like TVs. It has largely been focused on China and India, but a trade war could hamper its plans to expand over to the U.S., something executives at the firm have said is in the pipeline.

All of this could have the effect of making China look inward at its own technology scene and trying to boost homegrown semiconductor firms.

"China imports more semiconductors than they do oil so they are looking to internationalize production of semiconductors," Campling told CNBC.

Already, Huawei has begun to create its own AI and 5G chips. And an increasing number of Chinese firms are likely to develop their own technology to reduce their reliance on America....

Rating :      
20 Jun 2018 01:50

Market View

દ્રારા પોસ્ટેડ : anibillon

Among the other large technology firms, Google parent Alphabet is perhaps then next-most exposed.

Google makes the mobile operating system known as Android that is used in 77 percent of smartphones in China. While it is open source, Google makes money from the services it offers via Android such as cloud storage, YouTube or Gmail.

Should there be an escalation in trade tensions, it`s unclear whether Google may have to stop providing Android to smartphone makers in China, but it`s a risk to consider.

Google`s search engine has been blocked in China since 2010 and many of its other services are limited or unavailable. This means it derives very little revenue from China.

Similarly, other services-basedpanies including Facebook and Netflix have zero operations in the country. Facebook is blocked and Netflix has not expanded there. Amazon, as well, is dwarfed by onlinemerce giants JD and Alibaba. Amazon did launch its subscription Prime service in China in 2016, but it is a small market for the U.S. firm....

Rating :      
20 Jun 2018 01:50

Market View

દ્રારા પોસ્ટેડ : anibillon

One risk is that Beijing clamps down on Apple`s suppliers, causing delays or even raising concerns about Apple products. The New York Times reported, citing a person close to the company, that this is a concern within Apple should the government do this under the guise of national security.

Authorities could also ban Apple services, which it has done before. In 2016, Apple`s iBooks Store and iTunes Movies were shut down in China.

Beijing could also push its own homegrown smartphone companies, like Xiaomi and Huawei. The latter faced scru in the U.S. with intelligence officials cautioning U.S. consumers not to buy Huawei phones for fear of being spied on by the Chinese. China could theoretically adopt a similar message, saying the iPhone is a danger to national security.

Campling noticed that Apple`s inventories, which totaled $4.4 billion in the three months ending December 30, jumped to $7.6 billion in the March quarter. Inventories include completed products as well as components used in Apple devices. He said this was evidence that Apple was stockpiling components in case of any disruption and showed the company was concerned.

"It is a defensive/protective measure in case there are difficulties in future procurement or supply chain disruption as Apple is potentially in the crossfire of the U.S./Sino trade war," Campling wrote in a note to clients Tuesday....

Rating :      
20 Jun 2018 01:49

Market View

દ્રારા પોસ્ટેડ : anibillon

Apple is most exposed," Neil Campling, co-head of global thematic group at Mirabaud Securities, told CNBC by phone Tuesday.

Drilling into the numbers you can see why. In its last fiscal year, Apple generated nearly 20 percent of its revenues from Greater China, which equated to $44.7 billion. In 2017, it shipped over 41 million iPhones into China and was the fifth-largest player in the market, according to data from IDC.

On top of that, it has around 40 stores in China. And it also operates its services such as the App Store and Apple Music in China. Services are an increasing part of Apple`s business as the smartphone market slows down in the 2017 fiscal year, they accounted for 13 percent of total net sales, up from 11 percent in 2016. Apple does not break down how much of this came from China.

Apple also relies heavily on Asian suppliers. Its iPhones are assembled in China by Taiwanese firm Foxconn.

Arguably, Apple has become the most successful U.S. technology company in China but that same strength could be a vulnerability.

While Apple CEO Tim Cook reportedly got assurances from President Trump that iPhones assembled in China would not be subject to tariffs, there are still risk should a trade war escalate....

Rating :      
20 Jun 2018 01:46

Market View

દ્રારા પોસ્ટેડ : anibillon

Apple CEO Tim Cook
Justin Sullivan | Getty Images
Apple CEO Tim Cook
Apple could be most at risk of all the big American technology firms if the trade tensions between the U.S. and China escalate.

Late Monday, President Donald Trump threatened additional tariffs on $200 billion worth of Chinese goods. In response, China`s Commerce Ministry promised counter measures if Washington goes ahead.

It follows tariffs announced on Friday of 25 percent on up to $50 billion of Chinese goods, including semiconductors.

Investors will be watching how this impacts U.S. technology firms. Here`s what exposure they have to China....

Rating :      
20 Jun 2018 01:46

Market View

દ્રારા પોસ્ટેડ : anibillon

Apple is the big tech firm most at risk from a US-China trade war
China accounts for nearly 20 percent of Apple revenues and the company is arguably the most successful U.S. technology firm in China.
Other FANGs Facebook, Netflix and Alphabet are more insulated as their operations are minimal in China....

Rating :      
20 Jun 2018 01:43

Market View

દ્રારા પોસ્ટેડ : anibillon

One potential strategy, then, for the administration is to simply wear China down in a "trade war of attrition," as Peter Boockvar, chief investment officer at Bleakley Advisory Group, put it.

The U.S. faces its own risks in such a scenario. Should the administration implement the full $250 billion it threatened, that would be a tax on nearly half the $505 billion in goods the U.S. imported from China in 2017, according to Beacon Policy Advisors.

"We continue to have strong conviction that Trump`s second round of tariffs is all bark and no bite," Beacon said in its daily report....

20 Jun 2018 01:43

Market View

દ્રારા પોસ્ટેડ : anibillon

The Goldman analysis set out an additional menu of options outside simple tariffs that China could employ.

They include action against U.S. companies operating in China such as boycotts against Apple or Google parent Alphabet, currency devaluation, selling U.S. assets, Treasurys in particular, and changes on geopolitical issues, such as easing sanctions on North Korea.

Each poses certain obstacles — action against U.S. companies could run afoul of World Trade Organization rules, currency devaluation would counteract ambitious measures the government has taken to stabilize the yuan, and selling U.S. bonds or easing North Korean sanctions might not have much impact dollar-wise.

Indeed, on the latter points China has cut its Treasurys holdings 10.2 percent since the peak in late 2013 but still is the global leader with $1.18 trillion on the books. Should China or others around the world continue to reduce their purchases of government debt, the U.S. is hoping that pension funds, insurance companies and private investors step into the void....

20 Jun 2018 01:43

Market View

દ્રારા પોસ્ટેડ : anibillon

In our view, the most likely outcome is that China responds in kind by introducing tariffs or other import restrictions on US goods or services. This could be calited to be proportional in response to the US action," Goldman Sachs economists Alec Phillips and Andrew Tilton said in a research note earlier this year on the potential implications of a U.S.-China trade war....

20 Jun 2018 01:42

Market View

દ્રારા પોસ્ટેડ : anibillon

Markets are clearly nervous about the possibility of an escalation. The Dow industrials took a big tumble in market action Tuesday while government bond yields and commodity prices also mostly moved sharply lower.

Describing the environment, Craig Erlam, senior market analyst at forex brokerage Oanda, noted that while China "doesn`t want a trade war, it`s not afraid to engage in one" and thus "it`s difficult to see how and when this ends."

In figuring out how it ends, markets will be watching where it`s going. While the White House has been clear about where it could go — $50 billion of tariffs already announced plus another $200 billion that President Donald Trump threatened this week — China has been a little less direct. Chinese officials have threatened tit-for-tat tariffs, but eventually could run out of items to target....

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