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.
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Insights
06 Nov 2025
MARKETS IN A NUTSHELL — FOR OCTOBER 2025
In our monthly podcast, 'Markets in a Nutshell', Linda Eedes breaks down October's market dynamics. She explains why cyclical mining shares pulled back sharply despite rising gold prices and addresses the AI…
04 Nov 2025
MARKETS IN A NUTSHELL — FOR OCTOBER 2025
Investors expecting to be spooked in October left with a sugar rush instead. Despite mounting reasons for caution — stubborn inflation, patchy growth, and the second-longest US government shutdown on record —…