China’s electronics export juggernaut and lessons for the US
In 2021, China’s electronics exports exceeded those of the other five leading exporters combined. This column analyses the rise of China as a centre for
The China shock hits Germany
Trade with China displaced large parts of the American workforce in the 2000s, but Germany did not experience a similar shock at the time. This
When supply shocks to essential inputs spur innovation: Lessons from the global rare earths disruption
Trade and industrial policies designed to support domestic industries can unintentionally kindle technological progress abroad. This column examines the case of rare earth elements –
Overcoming constraints: How banks helped US firms reroute their supply chains
Rising trade tensions and the pandemic have forced importers to reconfigure their supply chains – a complex and costly process. This column highlights the underappreciated
Oil prices up ahead of Sino-US trade meeting
Oil prices were up slightly on Friday, after rising about 3% in the previous session, as trade tensions between top oil consumers U.S. and China
The rise of China as an international lender
In the past decade, China has become the largest creditor to developing countries, surpassing the IMF, World Bank, and Paris Club countries. This column discusses
Redirecting Chinese exports from the US: Evidence on trade deflection from the first US-China trade war
With the prospect of far-reaching decoupling of goods trade between China and the US, fears of deflection of Chinese exports to third markets have returned.
From partner to rival: The sectoral evolution of China’s trade
Over the past decade, China has shifted towards greater self-reliance while enhancing its export competitiveness in advanced economy markets. This column introduces a new index
