Category: China
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United States vs China: The Clean Energy Divide and the Future of Global Trade
The global contest between the United States and China is no longer confined to traditional industries—it has decisively shifted to clean energy. The two largest economies are navigating divergent paths: China doubling down on renewables and the U.S. stepping back, prioritizing fossil fuel infrastructure under shifting policy priorities. This divergence…
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Germany’s Import Surge from China: A Tariff-Driven Realignment
Global trade patterns are being reshaped once again, this time by the ripple effects of U.S. tariffs on Chinese goods. As American restrictions redirected flows, Germany emerged as a key beneficiary of redirected Chinese exports. In the first seven months of 2025, German imports from China rose 10.5% year-on-year, reaching…
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Global Trade at a Crossroads: How Tariffs, Costs, and Shifting Alliances Are Redrawing the Map
The global trade landscape in 2025 reflects a world grappling with rising protectionism, changing supply chain strategies, and mounting cost pressures. From Germany’s export woes to China’s pivot toward the Global South, and from the United States’ widening trade deficit to Brazil’s steel realignment, the picture is one of disruption…
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China’s Export Growth Slows as South–South Trade Surges
China’s trade data for August 2025 underscores a sharp contrast: slowing export momentum in traditional markets and a remarkable surge in South–South linkages. Exports rose only 4.4% year-on-year, down from 7.2% in July, the weakest pace in six months. While overall shipments reached $321.8 billion, missing analyst expectations, exports to…
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China’s Global Manufacturing Dominance: Scale, Strategy, and Global Implications
China today stands at the center of global manufacturing. Accounting for 27.7–29% of total world output, valued between $4.66 and $4.8 trillion in 2023–2024, it dwarfs the next three contenders—the United States, Japan, and Germany. By gross production measures, China outpaces the U.S. threefold, Japan sixfold, and Germany ninefold. This…
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Short-Term Pain, Long-Term Gain: Why India Needs Actual Economic Power Like China
India today stands at a crossroads. On one hand, it is the world’s fastest-growing major economy, with ambitious goals of becoming a $5 trillion economy in the near future. On the other hand, it struggles with persistent challenges—employment gaps, infrastructure bottlenecks, and global competitiveness. The debate over whether India should…
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India–China Trade Deficit: Why Recalibration Is Urgent
India’s economic engagement with China has long been defined by asymmetry, but the latest numbers show just how stark that imbalance has become. A recent study by the Indian Council for Research on International Economic Relations (ICRIER) highlights that India’s trade deficit with China has soared to $99.2 billion in…
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Accelerating Local Currency Trade Infrastructure: BRICS’ Strategic Shift Away from Dollar Dominance
In recent years, BRICS members have steadily advanced efforts to reduce their dependence on the U.S. dollar in cross-border trade. The momentum has accelerated in 2025, with new developments in digital payment systems, increased use of local currencies in settlements, and enhanced lending practices by the New Development Bank (NDB).…
