Walmart Flailing in China
Walmart is struggling in China. Four reasons why.
Month June 2022
Apple is a Bank?
At the beginning of the pandemic, I wrote that that Apple products are maturing and argued that eventually, Apple will become a services company. I revisit that prediction to see how it is panning out.
Apple in Vietnam: Manufacturing in South East Asia
A note on why (and how) Apple is shifting their iPad production to Vietnam, and why is South East Asia an attractive destination for Supply Chains.