Published By Banyan Hill Publishing | | | | Published By Banyan Hill Publishing | | | | China Is in Trouble (And So Is Apple?) By Charles Sizemore
Chief Editor, The Banyan Edge | 
Banyan Nation, China is screwed.
Its problems aren’t political, or even economic.
They’re demographic.
And there isn’t a thing they can do about it. The trends are irreversible.
I’ll be chatting with Ian King about China’s rough road ahead on Monday’s Banyan Edge Podcast. Be sure to tune in to this one, because it may be the single biggest trend of the next decade.
China’s troubles will create some phenomenal opportunities here in America and beyond, but it’s also going to absolutely destroy the growth plans of some of America’s biggest consumer names.
Yes, I’m talking to you, Apple!
But of course, one door shuts and another opens. While the great China growth story may officially be dead, the India boom may just be starting.
It’s worth noting that Apple opened its first official retail store in Mumbai, India this past week. And it was a big enough deal that CEO Tim Cook made the trip to inaugurate it. A second store was also opened in New Delhi. 
(From BBC News.) The opening of a single flagship store is more symbolic than anything else. But Apple’s sales in India are rising at a 50% clip, and clocked in at close to $6 billion in the 12 months through March.
Now, $6 billion is chump change to a company that did $394 billion in sales last year. But Apple is looking ahead and sees a massive opportunity in India.
And it’s not just in sales. Apple is also looking to India as a manufacturing hub. Already, nearly 7% of all iPhones are now manufactured in India, and Apple plans on boosting that output as it reduces its dependency on China.
India’s GDP per capita — or its economic output per person — is a paltry $2,256. A single high-end iPhone would literally consume half the annual salary of the median Indian consumer.
But China’s GDP per capita was at a similar level as recently as the early 2000s, so these things can change in a hurry with the right policies in place.
Don’t let this make you nervous, though.
No matter how bad it might look (like leading economic indicators heavily pointing to a recession), there are always opportunities to profit.
It’s our job to help you find them.
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On Monday’s episode of The Banyan Edge Podcast, Ian and I will break down the numbers and show you just how bleak China’s situation is … and what opportunities that creates for the rest of us.
Until then,
Charles Sizemore
Chief Editor, The Banyan Edge P.S. Are you enjoying The Banyan Edge? We’d love to get your take on our research, and we love answering questions. So if you have any questions, insights or just want to leave us a note, please send an email to BanyanEdge@BanyanHill.com. | | | Want to make 2023 the best year of your financial life? You can with just this one small change. Click here to learn what it is. | | | (c) 2023 Banyan Hill Publishing. All Rights Reserved. Protected by copyright laws of the United States and international treaties. This Newsletter may only be used pursuant to the subscription agreement. Any reproduction, copying, or redistribution, (electronic or otherwise) in whole or in part, is strictly prohibited without the express written permission of Banyan Hill Publishing. P.O. Box 8378, Delray Beach, FL 33482. (TEL: 866-584-4096) Legal Notice
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