China
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Net exports powered a third of China’s growth despite tariffs
January 21, 2026 -
China pivots to services consumption, but incomes are the constraint
January 21, 2026 -
EU’s infrastructure security pivot puts Chinese vendors in the crosshairs
January 21, 2026 -
EU plans mandatory curbs on Huawei and ZTE in telecoms and solar networks
January 20, 2026 -
Xi doubles down on manufacturing while promising consumption pivot
January 20, 2026 -
Rare earth magnet flows to Japan slow after China’s dual-use ban
January 20, 2026 -
Transformer shortages turn into strategic dependency as Chinese exports surge
January 19, 2026









