Gamco's Haverty Says China Is Biggest Risk for Apple

The transcript discusses the potential risks and opportunities in the stock market, focusing on China's economic influence and its impact on companies like Apple. It highlights the growing middle class in China and the potential for increased tourism. The discussion also covers consumer behavior in China, emphasizing brand loyalty. Additionally, Macau's economic growth is noted as a positive sign. However, geopolitical tensions, particularly involving Kim Jong-un, are identified as significant risks.

What are the implications of the projected number of outbound Chinese tourists?

How does the speaker view the economic growth in Macau?