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16 May 2025

From Underdog to Innovator: China’s High-Tech Ascent Amid Trade Tensions

In this episode, Foord portfolio managers Brian Arcese and JC Xue discuss the recent US-China 90-day tariff rollback and what it means for the future of trade and investment. They explore China’s shift toward high-tech innovation despite sanctions and how this is reshaping the country’s economy and long-term growth prospects.

The material in this podcast is provided for information purposes and does not constitute financial advice. Past performance is not necessarily a guide to future performance, and the value of investments may go up or down. For more information about our fund range and our terms and conditions, please visit Foord's website at www.foord.co.za

Insights

19 Oct 2026

Foord Webinar – South Africa's political map is being redrawn

South Africans vote in municipal elections on 4 November. But the bigger political shifts reach well beyond local government. Where is power moving? What comes next for the ANC? How will South Africa navigate its…

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05 Oct 2026

MARKETS IN A NUTSHELL — FOR SEPTEMBER 2026

US President Donald Trump wants America to have the world’s lowest interest rates. However, in September his chosen Federal Reserve chairman raised them. Concurrently, US government bonds suffered their worst month…

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