Trade Pivot: Tariffs and China’s Shifting Export Patterns in 2024-2025
Preliminary data suggest that China’s export growth underwent a marked shift between H2 2024 and H1 2025, coinciding with multiple rounds of U.S. and EU tariff hikes.
Preliminary data suggest that China’s export growth underwent a marked shift between H2 2024 and H1 2025, coinciding with multiple rounds of U.S. and EU tariff hikes.
The new tariffs will hit these top 50 traded products hardest, and both countries must rapidly develop contingency trade plans.
Trump’s tariffs are injecting uncertainty into global trade patterns, which could become more complex, fragmented and regionalised in 2025.