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Adam Tooze examines a recent trend in the export demand share of Chinese manufacturing value added. According to Tooze, the share is increasing from 24 percent to 27 percent over the period 2020 to 2025, raising questions about the significance of this change in current debates.
Tooze has previously reported on Bank of America data tracking concentrated bubbles in the U.S. stock market during spring. In another article, he referenced recent investment trends in the power business with sources from Bloomberg and Chartbook. These posts provide additional context for his focus on sector-specific market shifts.