China’s September export numbers rightly made headlines: manufactured exports rose 38% in value year-on-year.
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China’s September export numbers rightly made headlines: manufactured exports rose 38% in value year-on-year.
China’s September export numbers rightly made headlines: manufactured exports rose 38% in value year-on-year. Now that granular data are available, we can distinguish between rising export prices and rising volumes (central to „flood“ narratives), and assess whether export growth is broad-based or concentrated in a limited range of products. I’ve distilled ten findings into the first page of this short briefing. Includes several charts that speak a thousand words. Comments welcome, especially as I’m considering making this a monthly update.