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.
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 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.
China’s Trade Engine Has Shifted to Domestic Firms
Private firms now dominate China’s exports, while trade growth has structurally moderated.
The Specialised Industrial Zones Driving China’s Trade
A small group of highly specialised zones anchors China’s trade machine.
China’s Trade Engine Accelerates in 2026 on Industrial Strength and Global Breadth
Broad-based growth across partners and sectors, led by machinery and transport equipment, signals renewed strength in China’s export engine.
Asia’s Growth Engines: Scale, Speed and Opportunity Across Regions
Asia's scale, speed and integration are no longer concentrated in a single core, but spread across multiple, complementary engines.
Lithium Supply Is Diversifying, But China Controls the Value Chain
Global lithium output is expanding in Australia and Chile, but China dominates processing and battery exports, capturing most of the downstream value.
Asia’s Energy Import Dependence Is Creating Distinct Investment and Growth Profiles
Diverging energy import dependence across Asia is enabling more targeted investment across the region.