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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

03 Dec 2025

MARKETS IN A NUTSHELL — FOR NOVEMBER 2025

Thanksgiving arrived just in time for US investors when the longest government shutdown on record concluded in November. After 43 days without funding — and without economic data — Congress brokered a fragile…

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02 Dec 2025

Dave Foord on Politics, Debt and the Future of Markets

In this podcast, founder Dave Foord joins Linda Eedes to discuss the major structural forces shaping markets over the next five years. They explore why politics now dominates economics, the unsustainable debt path…

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