China betting on export-driven growth without matching imports, Brad Setser warns

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China betting on export-driven growth without matching imports, Brad Setser warns — China export dependence may challenge trade

Brad Setser questions whether China's strategy of prioritizing export growth over import expansion will prove wise. He observes that China is relying on net exports to contribute around 1.5 percentage points to its growth, potentially creating a similar drag for trading partners.

Setser raises concerns about the long-term acceptability of this trade pattern for the global economy.

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Setser recently noted that China's holdings of Treasuries in U.S. custodians have fallen to an 18-year low, while clarifying that some offshore holdings are not captured in official data. In a separate analysis, he observed that China needs major exports to balance its rising supply, raising concerns about global trade imbalances. These developments have contributed to ongoing scrutiny of China's external economic strategy.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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