About this episode
The episode discusses the evolving trade relationship between South Africa and China amidst global trade changes and geopolitical tensions.
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…
People in this episode
Host: Investec
Guests: Tertia Jacobs, Dylan Govender
Topics covered
- Sino-South Africa trade
- global trade evolution
- compliance requirements
- geopolitical tensions
- supply chain pressures
- local business impact
Keywords
- China
- South Africa
- trade relations
- supply chain
- geopolitical tensions
- compliance
- BRICS
- economy
Mentioned in this episode
Organizations: China
Places: South Africa
More episodes of Investec Focus Radio SA
- Macro Monday Ep118: US economic data point to higher interest rates · June 8, 2026 · 10 min
- Wine as an asset: what collectors look for · June 4, 2026 · 27 min
- Everything Counts: Sports Edition | Teboho Mokoena - How Teboho Mokoena learned to respect money · June 2, 2026 · 27 min
- Macro Monday Ep117: Tech sector lifts emerging markets · June 1, 2026 · 11 min
- Macro Monday Ep116: Don’t expect much lower energy prices soon · May 25, 2026 · 11 min
- Wine in Focus | Inside the judging room: How wines win · May 20, 2026 · 28 min
Explore listener stats, chart rankings, contacts and more on the Investec Focus Radio SA podcast page.