NOW ep94: Is China Trump-proof?
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Tariffs may not have as much of an impact on China which has rewired its supply chains to reduce its dependence on the US, says Campbell Parry, global resources analyst at Investec Wealth and Investment International. Speaking on the latest episode of No Ordinary Wednesday, Parry discusses prospects for the Chinese economy and the country’s investment case.
00:00: Intro
01:12: China growth priorities at annual parliamentary gathering
02:25: Chinese trade retaliation
04:32: Impact of continued Chinese slowdown on global economy and South Africa
06:18: What semiconductor shortage?
09:25: The investment case for China
11:06: Are trade tensions driving investors away from China?
13:07: Getting Chineses consumers spending and mobilising the property sector
14:42: Which Chinese industries are more resilient when it comes to trade tariffs?
15:35: China's self-sufficiency
16:26: China's energy transition
17:33: Conclusion
00:00: Intro
01:12: China growth priorities at annual parliamentary gathering
02:25: Chinese trade retaliation
04:32: Impact of continued Chinese slowdown on global economy and South Africa
06:18: What semiconductor shortage?
09:25: The investment case for China
11:06: Are trade tensions driving investors away from China?
13:07: Getting Chineses consumers spending and mobilising the property sector
14:42: Which Chinese industries are more resilient when it comes to trade tariffs?
15:35: China's self-sufficiency
16:26: China's energy transition
17:33: Conclusion
