Newsletter • Quarter 3 • 2026
Why China Matters to Global Markets
What happens in other countries can affect investment markets in South Africa.
China is becoming increasingly important because it is one of the world’s largest economies and a major force in manufacturing, technology and innovation.
Developments in China can affect businesses and investment markets in South Africa and around the world.
China’s impact on South Africa
- China is South Africa’s largest trading partner and buys many of our commodities and raw materials.
- When China’s economy grows, it may need more of these resources. This can benefit South African companies and support our economy. When China’s economy slows, demand for these resources can fall, which can negatively affect our economy.
- These changes can affect investment markets and, in turn, the performance of the Fund’s investments.
China is helping shape the future
Alongside the United States, China is investing heavily in artificial intelligence, renewable energy, digital technology and advanced manufacturing.
These industries are expected to play an important role in shaping the global economy in the future. Artificial intelligence, in particular, is transforming how businesses operate. Some companies and industries will benefit from these changes, while others will face challenges.
This uncertainty is one of the reasons why retirement funds invest across many different sectors and countries.
Spreading investments helps reduce the risk of relying too heavily on one country, market or investment opportunity.
GLOBAL EVENTS CAN AFFECT INVESTMENT MARKETS.
Your Fund manages investments with the long term in mind.