Replies to post #23780 on The Rising Influence of Rising Affluence

[DewDiligence]

IYO, does the market include a discount for China risks in AAPL for example?

Yes, it does, but the China discount is too small, IMO.

[DewDiligence]

Food business like YUM's have no national security implications and is more of a side show compare to tech developers.

I get your point, but…if you were long YUM in late 2012, what happened to YUM’s business in China wasn’t a sideshow! (I wasn’t long, fortunately.)