I think you have made a very astute observation.  Trump wants US companies to channel shift to other more US friendly and greater ability to control their markets (via the "IMF").  South America and India are good options and more democratic.   Lat December Tim Cook was whining about the tariffs and how it is going to greatly impact his company.  1. Why would you not think that China will eventually steal your IP (The basic philosophy of communism is that you must share).  2. Look at Apple's stock today (all time highs).   Tim Cook set the stage that things would be so dire, but as the market snapped back and the Fed starting lowering rates - The stock is up over 100% since the December low and now he looks like the hero for the company.  Well done. 


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