China’s PMI Indicators Point to Uneven Momentum and Rising Cost Pressures in 2026
Manufacturing activity remained close to expansion in early 2026, while weaker export orders and raw material prices pressure the economy
China’s Clean Tech Export Surge Is Reshaping Global Industrial Supply Chains
Rapid growth in batteries, EVs and solar technologies is reinforcing China’s position at the centre of global clean energy supply chains.
Rare Earths Supply Chain Remains China-Controlled Despite Diversification Efforts
The U.S. is growing mine output, but no producer yet challenges China’s export and refining leverage.
China Q1 2026 Trade Profile. China’s Imports Hit Record Levels in Early 2026, Led by Tech and Industrial Inputs
Rising imports of semiconductors, energy and industrial inputs point to renewed industrial activity.
The World Mines With Chinese Equipment: Scale in Core Inputs, Growth in High-Value Segments
China is no longer just a low-cost supplier; it now leads in high-growth segments while maintaining scale in consumables and components.
The World’s Most Strategic Supply Chain Is Highly Concentrated and Interdependent
Integrated circuits exceed USD 1 trillion in global trade, with supply concentrated in Asia and demand in China, reinforcing structural dependencies.
The Specialised Industrial Zones Driving China’s Trade
A small group of highly specialised zones anchors China’s trade machine.
Asia’s Tech Hubs: Innovation Depth and Startup Scale
Asia’s tech landscape is anchored by a handful of full-stack hubs in China, Japan and South Korea, while India and Singapore drive startup expansion.
China’s Trade Engine Accelerates in 2026 on Industrial Strength and Global Breadth
Broad-based growth across partners and sectors, led by machinery and transport equipment, signals renewed strength in China’s export engine.
Global FDI Rebounded in 2025, But the Recovery Is Narrow and Highly Concentrated
Investment remained uneven, with greenfield activity concentrated in data centres, AI and semiconductors.