China Q1 2026 – Comprehensive Role in Global Resources
ANDAMAN PARTNERS reviews the complex, comprehensive and consequential role China plays in global resources.
China and the U.S. Dominate Global Capital Formation as High-Investment Emerging Markets Gain Ground
Sustained investment intensity and long-term growth are concentrating global capital formation in a small group of economies, led by China and the U.S.
High-Tech Manufacturing Export Growth Has Shifted to Asia, But China Remains the Industrial Core
China retains unmatched scale at the centre of global high-tech production, while rapid gains in Vietnam, Mexico and other Asian hubs.
Global Trade Re-Wiring: China and the U.S. Shift Trade Partners in 2025
China’s exports reoriented away from the U.S. toward Asia and emerging markets, while U.S. imports re-anchored toward Mexico, Europe and Asia.
China’s Trade Surplus Reached a Record High in 2025, Led by Asia and Europe
China’s surplus accumulation since 2018 has re-anchored toward Asia and Europe, while the North American balance has weakened.
Trade Policy Uncertainty Has Become a Structural Feature of the Global Economy
A decade of data shows a structural break in 2024, after which trade policy volatility no longer returns to its historical baseline.
Concentrated Processing, Dominant Manufacturing: China’s Dual Control of the EV Battery Value Chain
China’s dominance in battery-grade processing and cell manufacturing leaves global EV production dependent on two stages of the supply chain.
Inside China’s 5% GDP Growth: Export-Led, Industry-Backed, Consumption-Light
China reached 5% growth in 2025 on the back of exports and industrial strength, while consumption remained secondary.
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 Structure of Global Automotive Trade in 2024
The top ten exporters and importers of automotive products reveal a highly concentrated global trade system.
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