Possible scenario
Stabilized China Access
38% Chance
Beijing uses the Cook-He meeting to signal that Apple can keep selling iPhones and operating its retail network in China if it continues local compliance and investment. This is the most likely outcome because China wants foreign-investor confidence while Apple wants to slow market-share losses to Huawei without reversing its India diversification.
Secondary impacts
- Technology +0.7%
Tickers
- AAPL+2.9%
Portfolio impact
S&P 500+0.5%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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