Insights

Macro Insights Weekly - Gauging exports to China

13 October 2025
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  • As China-US trade tensions re-intensify, the question of the future of trade re-surfaces. Would the price of doing trade with the US entail doing less with China? What is the evidence so far?    
  • China exporting far less to the US than in recent past, but its overall exports are up.
  • What about China's market? How are countries finding exporting there?
  • We see many countries in Asia going through an upswing in their exports to China. 
  • Energy exporters are seeing stagnant or declining exports value, due to weak prices.
  • As a counter to the US, China would likely offer greater market access to its trading partners.

 

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