Investec Investec Focus Radio SA

NOW Ep 128 : The dragon’s new terms

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China remains South Africa's largest trading partner, but the landscape of global trade is evolving. As compliance requirements tighten, supply chains face new pressures, and geopolitical tensions reshape trade flows, businesses must navigate an increasingly complex relationship with the world's second-largest economy.

In this episode of No Ordinary Wednesday, Investec Treasury Economist Tertia Jacobs and Head of Supply Chain Dylan Govender look at the forces reshaping Sino-South Africa trade and explore what these changes mean for local businesses and the broader economy.

Read more on www.investec.com/now

Chapters:
00:00 – Introduction
01:21 – The evolution of SA-Sino trade relations
02:38 – Will the zero-tariff trade deal change this asymmetry?
05:13 – New China export rules could impact SA exporters
06:40 – How SA is walking the tightrope of politics and trade
09:08 – The added complexity of BRICS
10:36 – South Africa must diversify imports of finished goods
12:16 – Investec wants the deadline of compliance to be extended
13:01 – Impact of China’s slowing economy on South Africa
15:13 – Businesses need sufficient working capital to get through delays
15:50 – The nature of Sino-SA relations over the next five years
17:40 – Closing
Chapters
  • 00:00 Introduction
  • 01:21 The evolution of SA-Sino trade relations
  • 02:38 Will the zero-tarrif trade deal change this asymmetry?
  • 05:13 New China export rules could impact SA exporters during busiest season
  • 06:40 How SA is walking the tightrope of politics and trade
  • 09:08 The added complexity of BRICS
  • 10:36 South Africa must diversify imports of finished goods
  • 12:16 Investec wants the deadline of compliance to be extended
  • 13:01 Impact of China’s slowing economy on South Africa
  • 15:13 Businesses need sufficient working capital to get through the delays
  • 15:50 The nature of Sino-SA relations over the next 5 years
  • 17:40 Closing
3 Jun English South Africa Business · Investing

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