In celebration of Lunar New Year, we take a deep dive into China’s political economy. Despite trade tensions, a weak consumer and a halting post‑COVID recovery, a powerful export boom kept China on track last year—and could do so again in 2026. Fresh off a two-week fact-finding trip across the country, Ning Sun, senior EM strategist at State Street Markets, joins us to unpack what she saw on the ground and the challenges facing the world’s biggest exporter.
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