高盛：中国出口在第二季度初仍具韧性，促使我们重新审视政策宽松预期

12 May 2025 | 9:55AM HKT China: Exports resilient into early Q2; pushing back our policy easing assumptions Bottom line: Chinese exports surprised to the upside in April due to trade re-routing. Both the US and China said trade talks in Geneva on May 10-11 were "constructive". Although we still forecast a material export slowdown in coming months, it is happening more slowly than we initially anticipated. We recently adjusted our export volume growth forecast for 2025 to -5% from -10% previously. This reduc ...