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He Warned Apple About the Risks in China. Then They Became Reality.

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In 2014, shortly after Mr. Guthrie left his job as dean of the George Washington University business school, Apple hired him to teach its managers and advise executives about China. He also conducted research, and his first project was the company’s supply chain. Mr. Guthrie, now 52, is a professor at the Thunderbird School of Global Management at Arizona State University.When he started at Apple, Mr. Guthrie said, its executives knew they relied too much on China and wanted to diversify. India and Vietnam were the top candidates, but Mr. Guthrie concluded that neither was a viable replacement.Vietnam’s …

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