// Global Analysis Archive
MERICS data indicate China’s 2025 growth relied heavily on exports and industrial upgrading as consumption and property-linked activity remained weak. Trade reorientation away from North America toward Europe and other regions raises the likelihood of stronger external policy pushback in 2026.
MERICS data show China’s confidence and equity markets improving in Q4 2025, while GDP growth slows and domestic demand remains constrained by property-sector weakness and cautious households. Exports contributed a large share of 2025 growth and are increasingly redirected toward ASEAN, Europe, and Africa, raising the likelihood of stronger trade-policy pushback in third markets.
MERICS data indicate China’s 2025 growth relied heavily on exports and industrial upgrading as consumption and property-linked activity remained weak. Trade reorientation away from North America toward Europe and other regions raises the likelihood of stronger external policy pushback in 2026.
MERICS data show China’s confidence and equity markets improving in Q4 2025, while GDP growth slows and domestic demand remains constrained by property-sector weakness and cautious households. Exports contributed a large share of 2025 growth and are increasingly redirected toward ASEAN, Europe, and Africa, raising the likelihood of stronger trade-policy pushback in third markets.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-293 | China Q4 2025: Export-Led Resilience Masks Property and Consumption Weakness | China economy | 2025-10-18 | 1 | ACCESS » |
| RPT-238 | China’s Late-2025 Growth Mix: Export Strength Masks Domestic Weakness as Trade Reorients Toward Europe | China economy | 2025-10-05 | 1 | ACCESS » |