The Long Shift in Global Trade Since 1948 and China’s Rise
Since 1948, global merchandise trade has shifted decisively away from the Atlantic economies toward Asia.
Europe Is a Stable Pillar of China’s Export Demand
Europe’s scale and diversified demand make it a stabilising force in China’s export landscape, with steady export growth over the past decade.
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.
China Navigator – Q1 2026
ANDAMAN PARTNERS outlines, unpacks and unravels some of the broad shifts and finer intricacies of China’s economic development and transition in 2026.
The World’s Investment Hotspots
ANDAMAN PARTNERS presents the world's investment hotspots in four clusters: Mega, Major, Scaling and Emerging.
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