Category: China
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Canada–China Trade Reset Under Trump’s Shadow: A New Geoeconomic Equation
Canada’s decision to enter a new trade arrangement with China—lowering tariffs on Chinese electric vehicles while securing tariff cuts for Canadian canola—marks a striking reconfiguration of North American geopolitics. What makes this moment even more consequential is not just the deal itself, but the public endorsement from U.S. President Donald…
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China of 2026: Growth Without Illusions
As China steps into 2026, its economy presents a paradox that has become familiar over the past decade: resilience without exuberance. The headline ambition of sustaining around 5% GDP growth is not merely a numerical target but a political-economic anchor—designed to stabilize expectations, counter deflationary psychology, and signal continuity as…
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Global Trade at a Crossroads: The Geopolitical Economics of Decoupling
The global trading system is entering a new phase—one defined not by efficiency and cost advantages but by security, resilience, and strategic autonomy. Over the past three decades, globalization was driven by the pursuit of low-cost manufacturing, scale efficiencies, and integrated supply chains. China became the world’s industrial backbone, supplying…
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China’s Manufacturing Rise and the Global Wave of Deindustrialization
Over the last 40 years, the world economy has quietly reorganized around a single industrial center: China. What began in the late 1970s with controlled reforms evolved into the most concentrated manufacturing ecosystem in modern history—powered by subsidies, labour scale, logistics efficiency, and state-backed vertical integration. As China expanded its…
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China’s Textile Slowdown: A Turning Point in the Global Apparel System
The global textile landscape is shifting—and this time, the movement is structural rather than cyclical. China’s textile exports have now declined for the second consecutive quarter, signalling not just a slowdown but a deeper recalibration driven by rising labour costs, compliance pressures, geopolitical tariffs, and consumer-driven sustainability requirements. Historically, China…
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China’s Machinery Moment: Price Cuts, Pressure, and the Future of Global Manufacturing Power
For nearly three decades, China has been the engine room of global machinery trade—exporting CNC machines, robotics, semiconductor equipment components, and capital-goods infrastructure at a scale unmatched by any other economy. From 2000 to 2020, China’s machinery and electrical exports grew more than tenfold, transforming it from a mid-tier player…
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The New Geography of Electric Mobility: What Foxconn’s Bet Signals for the Future of AI-EV Supply Chains
The global electric vehicle (EV) and artificial intelligence (AI) industrial landscape is entering a new transition phase—one marked not just by technology, but by geography, strategy, and structural shifts in global demand.Foxconn’s recent announcement to invest US $2–3 billion annually in AI and EV-linked supply chains is not merely a…
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Can the Chinese C919 Break the Airbus–Boeing Duopoly? A Historical, Critical & Futuristic Perspective
For nearly five decades, the global commercial aviation industry has functioned under a stable but highly concentrated power structure — the duopoly of Airbus and Boeing. From the 1980s onward, every serious challenger either faded (McDonnell Douglas), merged (Lockheed), or pivoted to niche markets (Bombardier, Embraer). The scale, certification barriers,…
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