Covid-19 disruptions spared no one. Not even the largest corporates.
Some companies shut down for weeks, some for months.
Yet, Apple delivered its flagship line of new products on schedule, despite battling a year of supply-chain turmoil. That is the level of precision in supply chain, which the world's largest company by marketcap, has achieved.
China currently accounts for over 95% of iPhones manufactured by Apple's vendors globally.
So, when this very supply chain faced a real threat, Apple took some decisions that could change the map of global manufacturing over next few decades.
How will Apple's move affect you as an investor? Well, there are opportunities to find multibaggers in this megatrend. Find the details in my video.
Tanushree Banerjee (Research Analyst), is the editor of Stock Select and Forever Stocks. Tanushree started her career at Equitymaster covering the banking and financial sector stocks and scrutinising RBI policies. Over the last decade, she developed Equitymaster's research processes that helped us pick out various multibaggers, across all sectors. A firm believer of "safety first" when it comes to investing, Tanushree closely follows the investing philosophies of Warren Buffett, Jeremy Grantham, and Joel Greenblatt.
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