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Brad Setser: China import gains mainly replaced other imports for ICE vehicles

Brad Setser: China import gains mainly replaced other imports for ICE vehicles
China imports mostly replaced other sources

Brad Setser addresses the argument relayed by Martin Sandbu of the Financial Times, originally put forward by Gavekal, that higher imports from China often simply replaced imports from other countries.

Setser recognizes that this perspective holds some validity in the market for internal combustion engine vehicles, where Chinese imports appear to have substituted for imports from elsewhere.

Setser recently highlighted that German auto exports to China have dropped sharply, exposing economic risks for Germany. He has also observed that European leaders view current trade ties with China as unbalanced and unsustainable. These developments have put increased scrutiny on the composition of European imports and exports with China.

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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