Country Focus
China: Distorted Export Gains Mask Weak Demand
Maintain a defensive commodity stance as China’s export strength reflects distortions, not a global trade upturn. Chinese November exports beat estimates, rising 5.9% y/y in USD terms (5.7% in CNY), while imports rose less than 2%. China’s goods trade surplus…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Daily Insights
Base-level subscription for all clients. Includes Bank Credit Analyst, BCA Live (formerly BCA Live & Unfiltered), and BCA Daily Insights.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.