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Resilience and Friction: How China’s Record Trade Surplus is Testing Global Supply Chains
In the first 11 months of 2025, China's trade surplus surpassed $1 trillion for the first time ever, reaching $1.076 trillion (exports $3.41 trillion and imports $2.34 trillion) and exceeding the total surplus for the entire year of 2024. This, of course, has attracted significant global attention. CNN stated the $1.076 trillion trade surplus set a new record for the same period in history, providing crucial support for China's economic growth. Germany's Handelsblatt commen
jcronin83
Dec 14, 20255 min read


The Copper Conundrum: A Supply Chain at a Tipping Point
As of Dec 8th, the LME shows the Copper 3-month closing price is $11,620.50 per ton , a 3.07% increase. According to LME data, the volume of copper withdrawal requests at its tracked warehouses surged by 50,575 metric tons, reaching 56,875 metric tons. This represents the largest increase in tons since 2013. Prices continue to climb while inventories shrink. UBS raised its copper price projections for 2026: the forecast for March 2026 is $11,500 per ton, rising to $12,000 b
jcronin83
Dec 4, 20253 min read


US-China Trade War Enters a One-Year ‘Cooling-off Period
Since Trump's first term in 2018, the US-China trade war has persisted for over eight years. Despite a decline in the proportion of the U.S. trade deficit accounted for by China, from 47.9% in 2018 to 24.6% in 2024, China persisted as its largest deficit source. Following the meeting between the President of China and the U.S. in South Korea on November 3, the two sides simultaneously implemented a series of adjustments to trade measures. These outbreaks primarily include t
jcronin83
Nov 22, 20257 min read
U.S. and China Negotiations
Recently, after several rounds of negotiations and meetings between the leaders of China and the U.S., both sides have achieved a series of breakthroughs in tariffs and other issues. This is significant progress after months of tension caused by trade and tariff hikes. - The U.S. will lower the tariffs on Chinese imports imposed to curb fentanyl flows by removing 10% of the cumulative rate for one year. It will also suspend the implementation of higher-level equivalent
jcronin83
Nov 9, 20254 min read


A new battlefield between the U.S. and China: Imposed Port Fees
New port fees imposed by the U.S. and China Ocean shipping has become an important battlefield in the trade war between the world's two largest economies (the United States and China). The United States and China have begun imposing additional port fees on shipping companies involved in the transportation of commodities and crude oil since October 14, 2025. The United States aims to weaken China's dominance in the global maritime sector and strengthen its own shipbuilding ind
jcronin83
Oct 20, 20255 min read


What Business Opportunities Will China’s Silver Economy Bring to Foreign Investment?
Overview of China’s Silver Economy China’s silver economy encompasses the core components of both the elderly care industry and the...
jcronin83
Sep 24, 20253 min read


US IMPOSES 50% TARIFFS ON INDIA
Is India really a “Tariff King”? The US announced the additional 25% tariffs on Indian goods on 6 August 2025, which will come into...
jcronin83
Aug 27, 20253 min read


The “Anti-Involution” Implementation in China
“Anti-Involution" Progressively Becomes a Key Focus of China's Policy Since China first proposed the "preventing vicious involution...
jcronin83
Jul 30, 20255 min read


ASEAN-GCC-China: Potential for Cooperation
Looking For 1+1+1 Greater Than 3 The first ASEAN-Gulf Cooperation Council (GCC) summit was hosted by Saudi Arabia in October 2023. This...
jcronin83
Jun 18, 20253 min read


US Tariffs - A Crazy Ride For Chinese Manufacturers
In April, stakeholders involved in exporting Chinese products to the U.S. experienced significant fluctuations as the situation changed...
jcronin83
May 20, 20254 min read


Trade War Between the US and China Causes a Dilemma for Vietnams Target GDP
Looking for 8% GDP Growth in 2025 In 2024, Vietnam achieved a trade surplus of over $123 billion with the United States, a rising star...
jcronin83
Apr 23, 20254 min read


Takeaways from Two Sessions in Beijing This Year
Government Work Report- Chinese Version of State of Union Address Delegates of two central political bodies in China, the National...
jcronin83
Mar 26, 20254 min read


New Special Economic Zones Across the Malaysia-Singapore Boarder
Another Shenzhen in Sight a Few Decades down the Road On Jan 7 2025, Singapore and Malaysia signed and exchanged an agreement on the...
jcronin83
Feb 12, 20254 min read


IS CHINA USING THE LOW YUAN RATE TO BOOST EXPORTS?
Yuan Vs Dollar down 3% in 2024 USD/CNY onshore pair was 7.3 on the last day of 2024, a rise of approximately 3% compared to 7.1 on...
jcronin83
Jan 21, 20254 min read


China’s Exports Increased Before the Tariff Challenge
Export Growth Before Tax Rise On December 10, China Custom released its latest export data for November 2024, with a Y-O-Y growth rate...
jcronin83
Dec 18, 20244 min read


Takeaways of New EU Import Tariffs on Chinese EV
Chinese EV Consumers in EU Will Pay More The European Commission announced on Oct 29 that countervailing duties would be imposed on...
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Nov 20, 20244 min read


Would Vietnam Sustain the Current FDI Inflow?
Vietnam - Under FDIs Spotlight in ASEAN A joint report published by the ASEAN Committee and UN Trade & Development in October indicated...
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Oct 23, 20243 min read


Would China Still be Sustainable With a 5% GDP Growth in the Long Term
Need 5% GDP Growth To Create 12 Millions Jobs In the beginning of 2024, the Chinese state government announced that they were targeting...
jcronin83
Sep 25, 20245 min read


China Kicking-off a Nationwide ‘Trade-Ins Plan’ To Escalate Domestic Sales
Everybody Gets a Slice Following the 3rd Plenum of the Central Committee of the Chinese Communist Party on July 22, state policymakers...
jcronin83
Aug 21, 20244 min read


ASEAN: Alternatives Supplies or “Conduits to Chinese Products”
CHINA-ASEAN On the Brink of Trade Relationship Harmony The Indonesian government showed its intention to implement anti-dumping duties at...
jcronin83
Jul 24, 20245 min read
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