EPISODE · Mar 4, 2025 · 18 MIN
NOW ep94: Is China Trump-proof?
from Investec Focus Radio SA · host Investec
Tariffs may not have as much of an impact on China which has rewired its supply chains to reduce its dependence on the US, says Campbell Parry, global resources analyst at Investec Wealth and Investment International. Speaking on the latest episode of No Ordinary Wednesday, Parry discusses prospects for the Chinese economy and the country’s investment case. 00:00: Intro 01:12: China growth priorities at annual parliamentary gathering 02:25: Chinese trade retaliation 04:32: Impact of continued Chinese slowdown on global economy and South Africa 06:18: What semiconductor shortage? 09:25: The investment case for China 11:06: Are trade tensions driving investors away from China? 13:07: Getting Chineses consumers spending and mobilising the property sector 14:42: Which Chinese industries are more resilient when it comes to trade tariffs? 15:35: China's self-sufficiency 16:26: China's energy transition 17:33: Conclusion Investec Focus Radio SA
What this episode covers
Tariffs may not have as much of an impact on China which has rewired its supply chains to reduce its dependence on the US, says Campbell Parry, global resources analyst at Investec Wealth and Investment International. Speaking on the latest episode of No Ordinary Wednesday, Parry discusses prospects for the Chinese economy and the country’s investment case. 00:00: Intro 01:12: China growth priorities at annual parliamentary gathering 02:25: Chinese trade retaliation 04:32: Impact of continued Chinese slowdown on global economy and South Africa 06:18: What semiconductor shortage? 09:25: The investment case for China 11:06: Are trade tensions driving investors away from China? 13:07: Getting Chineses consumers spending and mobilising the property sector 14:42: Which Chinese industries are more resilient when it comes to trade tariffs? 15:35: China's self-sufficiency 16:26: China's energy transition 17:33: Conclusion
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NOW ep94: Is China Trump-proof?
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