V i e w p o i n t | 05 Jun 2025 20:45:46 ET │ 10 pages China Economics China Export Tracker (5): Shipment Resilience Extends to June CITI'S TAKE We update our high-frequency trackers of Chinese exports up to Jun 4th . Some data seems to start to show tariff impact, such as Korea exports, US ISM Mfg PMI and potentially China's Caixin PMI. China's shipping activities, however, still held up. Contraction in containership departure for the US narrowed last week, and overall cargo throughput stayed steady. We fo ...

V i e w p o i n t | 15 May 2025 21:53:32 ET │ 10 pages China Economics China Export Tracker (2): Shipping to US Stabilizes into May CITI'S TAKE We update our high-frequency trackers of Chinese exports up to May 15th . Overall exports could have softened marginally into May, while we expect positive growth for the whole month thanks to the Phase 1.5 Deal. Shipping to the US stabilized and picked up at the end of April following the earlier slump. Overall exports weakened marginally into May — Container expor ...