India Is Emerging as the World’s Next Major Consumer Market
India’s momentum is anchored in broad-based household demand, supported by urbanisation, middle-class expansion and consumer import intensity.
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.
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.
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.
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.
Reserves & Import Dependence: Which Major Economies Can Absorb Trade Shocks?
Comparing total reserve buffers with import dependence reveals sharp differences in trade resilience among major economies.
China’s Mineral Imports Stabilise at Structurally High Levels
Bulk mineral imports stabilised at elevated monthly values in 2024-2025, while non-bulk imports trended higher in aggregate.
Global Trade’s Competitive Field Beneath the Top Three
The top of the global trade landscape separates into economies defined by scale and momentum.