V i e w p o i n t | 03 Jul 2025 22:20:36 ET │ 10 pages China Economics China Export Tracker (9): Steady into Liberation Day 2.0 CITI'S TAKE We update our high-frequency trackers of Chinese exports up to Jul 2nd . Shipping to the US had a few volatile weeks but managed to rebound lately, and the tentative trough for US-China trade could still hold, in our view. Overall cargo throughput grew at a slower pace in the past week. We forecast China's headline exports growth at 3.3%YoY for June. As the RoW comes to ...

May 2, 2025 11:12 AM GMT Asia/Pacific Weekly Preview | Asia Pacific M Update Weaker China April Exports; BNM on Hold Key Takeaways Australia • Building Approvals: We expect building approvals to increase 1.5%M/ 25.5%Y in March. Annualized approvals likely reached ~202k, the strongest since 2022. China Morgan Stanley Asia (Singapore) Pte.+ Derrick Y Kam Asia Economist Derrick.Kam@morganstanley.com +65 6834-8272 Morgan Stanley Asia Limited+ Robin Xing Chief China Economist Robin.Xing@morganstanley.com +852 28 ...

V i e w p o i n t | 14 Apr 2025 05:32:28 ET │ 10 pages China Economics Exports to Brace for More Volatilities CITI'S TAKE Exports growth surged ahead of US reciprocal tariffs. External demand could have again provided solid support for growth in 25Q1. For the near term, the bias to China's exports could be towards the stronger end. China's front-loading to the US could continue with a very short window between announcement and implementation this time. Its exports to ASEAN and other EMs could also benefit f ...