NOW Ep 128 : The dragon’s new terms

Loading player...
China remains South Africa's largest trading partner, but the landscape of global trade is evolving. As compliance requirements tighten, supply chains face new pressures, and geopolitical tensions reshape trade flows, businesses must navigate an increasingly complex relationship with the world's second-largest economy.

In this episode of No Ordinary Wednesday, Investec Treasury Economist Tertia Jacobs and Head of Supply Chain Dylan Govender look at the forces reshaping Sino-South Africa trade and explore what these changes mean for local businesses and the broader economy.

Read more on www.investec.com/now

Chapters:
00:00 – Introduction
01:21 – The evolution of SA-Sino trade relations
02:38 – Will the zero-tariff trade deal change this asymmetry?
05:13 – New China export rules could impact SA exporters
06:40 – How SA is walking the tightrope of politics and trade
09:08 – The added complexity of BRICS
10:36 – South Africa must diversify imports of finished goods
12:16 – Investec wants the deadline of compliance to be extended
13:01 – Impact of China’s slowing economy on South Africa
15:13 – Businesses need sufficient working capital to get through delays
15:50 – The nature of Sino-SA relations over the next five years
17:40 – Closing
Chapters
  • 00:00 Introduction
  • 01:21 The evolution of SA-Sino trade relations
  • 02:38 Will the zero-tarrif trade deal change this asymmetry?
  • 05:13 New China export rules could impact SA exporters during busiest season
  • 06:40 How SA is walking the tightrope of politics and trade
  • 09:08 The added complexity of BRICS
  • 10:36 South Africa must diversify imports of finished goods
  • 12:16 Investec wants the deadline of compliance to be extended
  • 13:01 Impact of China’s slowing economy on South Africa
  • 15:13 Businesses need sufficient working capital to get through the delays
  • 15:50 The nature of Sino-SA relations over the next 5 years
  • 17:40 Closing
3 Jun English South Africa Business · Investing

Other recent episodes

Investec Minds Ep 5 | Nick Holland on decisions that reshaped Gold Fields

Some of Nick Holland’s biggest decisions took years to prove their worth. The former Gold Fields CEO joins Investec’s Nkateko Mathonsi to discuss the unbundling that created Sibanye Gold, and his backing of the Chilean mine Salares Norte long before production began. He explains why safety meant stopping production, and…
10 Nov 43 min

Macro Monday Ep139: The three major effects of the US midterms

Democratic Party control of the US House of Representatives and Senate has had three broad market implications: data centre buildouts are unpopular with voters; Congress will likely limit military escalation in the Middle East (which could bring down energy prices); and slower artificial intelligence-linked investment could be good for US…
9 Nov 6 min

No Ordinary Wednesday | Has the AI boom got ahead of itself?

AI agents have entered the workplace, robots are edging closer to our homes and billions continue to flow into the infrastructure powering artificial intelligence. But as technology advances, are the returns keeping pace with expectations? In this episode of No Ordinary Wednesday, Investec Global Equity analysts David Smith and Zane…
3 Nov 31 min

Macro Monday Ep138: The beats go on for US equities

Global equities continue to advance, while US corporate earnings continue to beat expectations. Taking into account these ongoing beats, notes Global Chief Investment Officer Chris Holdsworth, the overall US market now trades at just under 20 times earnings, which is not excessive by historical standards.
2 Nov 8 min

Macro Monday Ep137: Mortgage market an orange light for the US economy

The US economy continues to grow, thanks to ongoing investment into AI, and despite federal government indebtedness and higher inflation because of rising fuel prices. One area where the strain is showing though, says Global Chief Investment Officer Chris Holdsworth, is in the housing market, where mortgage rates are climbing…
26 Oct 8 min