China’s Steel Industry Plateaus as Demand Growth Shifts to Emerging Economies
China’s crude steel output has stabilised near peak levels while India expands rapidly, reflecting a gradual rebalancing of global steel demand.
China and the Global Critical Minerals and Battery Supply Chain Landscape
Upstream mineral supply is globally distributed, but China remains the dominant actor in the midstream and downstream battery ecosystem.
South Asia’s Expanding Industrial Base, Anchored by India
India provides the region's industrial scale and Bangladesh is driving the fastest export-led expansion.
India’s Manufacturing Output Reaches Record Highs as Services Continue to Dominate Growth
Manufacturing is expanding steadily in absolute terms, but India’s growth model remains firmly services-led.
Asia Dominates China’s Trade; Fastest Growth in Africa and Latin America
Asia accounts for over half of China’s trade, but growth momentum is shifting toward developing regions, especially Africa and Latin America.
Australia-China Trade Rebalancing as Industrial Imports Outpace Commodity Exports
With commodity exports down from 2021, faster growth in machinery, electronics and transport imports has narrowed Australia’s trade surplus.
The Philippines: Scale, Stability and Demographic Tailwinds in ASEAN
The Philippines is ASEAN’s most domestically anchored growth platform, combining demographic depth with diversified external exposure.
China’s Export Engine Remains Resilient Amid Global Realignment
Exports remain anchored in machinery and higher-value manufacturing, while trade flows have reoriented toward Asia and diversification partners.
Malaysia: ASEAN’s Most Balanced Upper-Middle Income Growth Platform
Diversified global trade exposure, strong manufacturing intensity and rising FDI underpin resilient growth with lower volatility than many regional peers.
China’s Industrial Cycle in 2025: Output Steady, Margins Recovering Despite Muted Sentiment
While PMI remained cautious and marginally contractionary, steady export demand and resilient output kept manufacturing on a modest but stable growth path.
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