Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Port Traffic Tells a Truer Story Than GDP
Lucas and Luna dig into the disconnect between China's official GDP growth and its real-world port traffic, which hit a record high in May 2026. They explain why container throughput at Shanghai and Ningbo-Zhoushan is a more reliable gauge of economic activity than quarterly growth figures, and what the widening gap means for investors tracking the Chinese economy. The conversation touches on the shift toward higher-value exports, the impact of tariffs, and why China's trade surplus is shrinking even as export volumes climb. Specific data points include the 6.8% year-over-year…
The skinny
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