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.
Europe Still Anchors Global Chemical Trade, While the U.S. and China Drive Gradual Rebalancing
Europe accounts for half of global chemical exports and more than a third of imports, but over the past two decades, structural change has lifted China and the U.S.
China’s Capital Goods Exports Are Shifting To New Industrial Markets
Export growth is now concentrated in fast-industrialising Asia, infrastructure-heavy Middle Eastern economies and new manufacturing hubs in Eastern Europe.
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.
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.