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Brad Setser, industry influencer, observes that China’s import growth has stopped following the pace of its domestic demand growth.
He highlights that Chinese export volumes are increasing much faster than overall global trade, resulting in a significant gap and imbalance in China’s trade performance.
Setser has previously addressed the role of Chinese state banks as intermediaries for domestic foreign exchange deposits. He has also called for the IMF to maintain higher standards in its balance of payments analysis. These topics build on his focus on China's position in international trade and finance.