Vi e w p o i n t | 30 Oct 2025 21:43:13 ET │ 9 pages China Economics China Export Tracker (26): Exports Growth to Turn Negative in October? CITI'S TAKE We update our high-frequency trackers of Chinese exports up to October 29th. Direct China-US exports could be heading towards the lows seen at the peak of US tariffs in May. The positive US-China summit may not have an immediate boost to the trade flow but will likely show more impact in 2026. Overall cargo throughput slowed and turned negative as a higher b ...

V i e w p o i n t | 17 Jul 2025 21:27:51 ET │ 10 pages China Economics China Export Tracker (11): Tariff Differentials to Narrow? CITI'S TAKE We update our high-frequency trackers of Chinese exports up to Jul 16th . Shipment to the US stabilized and picked up in terms of level. Tariff differentials between China and the RoW could narrow given the negotiation backdrop. Our thesis of tentative trough seems intact so far. Meanwhile, overall cargo throughput showed visible growth further into July. China's new ...

V i e w p o i n t | China Export Tracker (6): Cargo Throughput Starts to Take a Hit with Less Feasible Transshipment CITI'S TAKE We update our high-frequency trackers of Chinese exports up to Jun 11th . China's containership departure for the US picked up and recorded year- on-year growth in the past 15 days. The Geneva deal could start to provide some relief for direct exports to the US, especially when transshipment becomes timely less feasible. Overall cargo throughput, however, weakened into June per da ...