Apple Earnings Tip: China vs. India
$Apple(AAPL.US$ You've probably seen a lot of anxiety about China sales slipping. But China is not a growing consumer market for any product. In fact it's dying - literally. China's population is aging out and their decades-long "one child per family" mandate has decimated their population replacement rate. India, on the other hand, is just the opposite - young and growing population. Both populations are approximately the same size, about 1.4 billion ppl. Back to $Apple(AAPL.US$ if China sales are weak for Q2, you'll likely see the panic in the stock price. Tim Cook does mention India sales - he did last quarter. But that rarely is noticed by investors both small and large. The short term performance is anyone's guess, look at the wide range of analyst predictions. The long term is in the charts - the population pyramid charts:
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