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πŸ‡¨πŸ‡³ China's export surge looks like a race against the tariff clock, not a demand rebound

πŸ‡¨πŸ‡³ China's export surge looks like a race against the tariff clock, not a demand rebound

China's economy grew 4.3% year-on-year in Q2, below the 4.5% forecast. Exports surged 27% to $412.39bn as firms rushed shipments ahead of the November 10 US-China tariff truce deadline, while credit growth and fixed-asset investment stayed weak.

Line chart of Chinese year-on-year GDP change from 2017 to 2026 with blue y/y line ending at +4.3% and orange q/q line at +0.9%.
China's Q2 GDP growth weakened to its lowest level in more than three years, missing market forecasts and the government's 2026 target amid structural imbalances. Source

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