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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

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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03 Sep 2026

MARKETS IN A NUTSHELL — FOR AUGUST 2026

America’s national debt surpassed an eye-popping $40 trillion last month. The country still runs a budget deficit of around 6% of GDP, unusually large for an economy that is growing. Interest on past borrowing now…

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