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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

11 Jun 2026

MARKETS IN A NUTSHELL — FOR MAY 2026

Despite ongoing conflict in the Middle East, increased oil prices and persistent trade tensions, global markets continued to move higher in May - driven largely by the ongoing AI investment boom.

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03 Jun 2026

MARKETS IN A NUTSHELL — FOR MAY 2026

US and world share market indices again made new records, helped by better-than-expected corporate earnings and the AI boom. Semiconductor shares have had their strongest start to the year since the dotcom bubble.…

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