Investec Investec Focus Radio SA

NOW ep94: Is China Trump-proof?

Loading player...
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
4 Mar 2025 English South Africa Business · Investing

Other recent episodes

Macro Monday Ep116: Don’t expect much lower energy prices soon

US President Donald Trump announced over the weekend that the US and Iran were close to finalising a deal to end the war. However, notes Investment Strategist Osa Mazwai, even if the Strait of Hormuz were to be reopened completely, it will take some time for traffic to return to…
25 May 11 min

Wine in Focus | Inside the judging room: How wines win

Ever wondered what actually happens behind closed doors at a wine competition? How do judges decide what makes a wine exceptional and what separates a gold medal from the rest? In this episode of Wine in Focus, Palesa Mapheelle is joined by local wine doyenne, Michael Fridjhon and Wine Master…
20 May 27 min

NOW Ep 127: The Everything Shock

What began as a geopolitical conflict is rapidly becoming something much larger. Oil is only one part of the story. Natural gas, fertilisers, chemicals, shipping routes, aluminium, aviation fuel and global supply chains are all now being affected by the fallout from the Iran war. In the latest episode of…
20 May 27 min

Everything Counts | Episode 47: How to invest during economic uncertainty

When markets feel uncertain, the hardest part isn’t the volatility, it’s knowing how to respond. In this episode of Everything Counts, chief investment strategist of Investec Wealth & Investment International Chris Holdsworth breaks down how to think about investing during uncertain times, and why behaviour often matters more than market…
19 May 18 min

Macro Monday Ep115: Growth comes with inflation

While inflation is rising around the world – largely as expected – there are few signs of ‘stagflation’ (rising prices alongside slowing growth). However, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, GDP growth in the US and across Europe have been robust.
18 May 7 min
All episodes