bearish

The Coming Global Trade Re-Ordering

503 Views10 May 2025 15:46
SUMMARY
  • China's exports to the US dropped $7bn in April from March as the impact of tariffs kicked in.
  • But its overall exports were barely impacted due to a jump in shipments to the rest of the world.
  • This should ring a few alarm bells as to how the world will absorb the coming flood of Chinese imports, given Beijing's struggles to lift consumption at home.
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Rising
Priyanka Kishore
Asia Economist, Founder
Asia Decoded
Multi-AssetMacroeconomics
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