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