The Truth Behind China's Export Boom
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The Truth Behind China's Export Boom
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China enters 2026 targeting 5% growth. But behind the numbers, it grapples with weak domestic demand, a property hangover, high local government debt, and growing external pressure on trade and technology. Beijing’s answer is increasingly framed around expanding ‘new economy’ investments in advanced manufacturing and clean tech. Will that be enough for China to achieve its growth targets?
Probably not, says Dan Rosen, co-founder of the Rhodium Group. He joins Jay Sapsford to discuss how these new strategic investments yield too little to compensate for the property bust or declining returns on infrastructure. That, in turn, leaves Beijing even more reliant on exports than ever before, with significant implications for the rest of the world.
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