Global Trade Imbalances Widen in 2025 as Surpluses Strengthen and Deficits Deepen
Surplus economies expanded export capacity, while deficit economies absorbed more goods despite selective adjustments across mid-tier markets.
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.
China’s Long-Term Impact on Global Trade and the Reconfiguration of the World Economy
China’s rise from a minor exporter to the centre of global manufacturing redefined trade flows, reshaped supply chains and forced the global economy to evolve.
Global Trade Has Recovered To Scale, With Export Power Still Concentrated
Merchandise trade reaches USD 26 trillion in 2025, while the top 20 exporters account for 70% of global exports.
China’s Construction Output Remains Stable as New Project Pipeline Slows
New project starts have declined sharply since 2021 as real estate investment weakens, while completions continue to support overall construction activity.
Global Services Trade Is Shifting Decisively Toward Digital Delivery
Digitally delivered services now account for more than half of global services exports, outpacing traditional sectors and reshaping the structure of trade.
China Q1 2026 Trade Profile: Exports At Scale, Imports More Volatile
Machinery dominated exports and imports, reflecting China’s role across the electronics value chain; gold and high-value inputs drove import swings.
Global Data Centre Infrastructure Is Highly Concentrated, With Africa Largely Absent and Asia Uneven
The U.S. and Europe dominate global data centre infrastructure, while Asia’s footprint is concentrated in a few hubs
China’s Trade Engine Has Shifted to Domestic Firms
Private firms now dominate China’s exports, while trade growth has structurally moderated.