Episode Details

China’s exports surged 27% in June, fueled by booming AI tech and electric vehicles, while imports jumped 36% amid rising global costs—helping widen the trade surplus to $125.6 billion. Despite sluggish domestic spending and property market woes, global demand for Chinese goods remains strong. Meanwhile, Chinese firms are shifting production overseas to dodge tariffs, expanding into Europe, Southeast Asia, Latin America, and Africa. China’s Q2 growth figures are set to drop, with a revised annual target of 4.5–5%, below last year’s pace.

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