China Post-Zero-COVID Recovery: Domestic Consumption vs Export Dependence in Q3–Q4 2025

The world is watching China’s next act. After years of zero-COVID restrictions, lockdown cycles, and industrial disruption, the People’s Republic is seeking to shift its growth model from export dependency toward domestic consumption. Yet this pivot is neither simple nor assured. In Q3–Q4 2025, China’s economy will be tested on multiple fronts: Can consumer demand […]
China Economic Report Mid-2025: Growth, Trade, Deflation Risks & Strategic Insight

In the summer of 2025, China’s economy stands at a compelling juncture—a powerful blend of determination and frailty, ambition and reality. The country’s glittering skyline and bustling ports belie deeper challenges: cooling domestic demand, a wary property sector, and deflationary tremors. Yet beneath the surface, glimmers of strength emerge—from innovation-led industry to export diversification. This […]