Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China's Trade Surplus Is Shrinking Despite Record Exports
China's exports hit a record $3.5 trillion in 2025, yet its trade surplus is narrowing because imports are growing even faster. Lucas and Luna dig into the data behind this counterintuitive trend: what China is buying more of—from semiconductors to soybeans—and what it signals about Beijing's economic priorities and global positioning in May 2026. They connect the import surge to China's push for AI self-sufficiency, energy security, and food stockpiling, and examine whether this shift is a sign of strength or a vulnerability. A focused, number-driven conversation for anyone…
The skinny
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