China Export Outlook 2026: Growth Will Be Driven by a Narrow Set of High-Momentum Products
As China’s export growth becomes more concentrated, a limited number of high-growth segments are combining rapid expansion with meaningful export scale.
China Is Reshaping Global Auto Trade With Surging Electric Vehicle Exports
Electric and hybrid vehicles are driving China’s export growth, accelerating overseas market penetration and compressing the response time available to legacy auto exporters.
High-Tech Export Intensity Since 2007 Across Major Manufacturing Economies
Some manufacturing economies have upgraded to tech-intensive exports while others have plateaued despite scale.
Reserves & Import Dependence: Which Major Economies Can Absorb Trade Shocks?
Comparing total reserve buffers with import dependence reveals sharp differences in trade resilience among major economies.
China’s Mineral Imports Stabilise at Structurally High Levels
Bulk mineral imports stabilised at elevated monthly values in 2024-2025, while non-bulk imports trended higher in aggregate.
China Controls the Solar Supply Chain, But Value Capture Is Becoming Harder
China dominates every stage of solar PV manufacturing, yet export revenues are increasingly exposed to global pricing cycles rather than to volume growth.
Global Trade’s Competitive Field Beneath the Top Three
The top of the global trade landscape separates into economies defined by scale and momentum.
The Six Trading Blocs Accounting for 60% of Global Merchandise Trade
The EU, USMCA and ASEAN alone account for over half of global trade, concentrating both production and demand within a narrow set of economic systems.
Asian Fintech Usage Keeps Rising Even As Funding Has Lost Momentum
Asian fintech structural adoption continues to deepen, especially in digital payments, even as fintech funding in the region is in a down cycle.
AI Is Reshaping the Global Jobs and Skills Landscape
AI is expected to create 11 million roles while displacing 9 million by 2030, making it the single most important force reshaping jobs, skills and business models.