Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China's Trade Surplus Turned to Deficit
China's monthly trade balance swung to a deficit of $77.6 billion in May 2026, a historic shift for the world's export giant. Lucas and Luna break down the drivers: surging import costs for energy and semiconductors, fading demographic advantages, and the strategic recalibration of China's economy. They explore what this means for the yuan, global supply chains, and whether the deficit is a permanent pivot from export-led growth to consumption-led expansion. Packed with data and context from the latest trade and currency figures.
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