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Brad Setser: China shifts from property investments toward exports

Brad Setser: China shifts from property investments toward exports
China moves away from property investment

Brad Setser observes that China has significantly rebalanced its economy by moving away from property investment and focusing more on exports.

He notes that this trend is evident in the latest data and presents a challenge for the world, while remarking that the U.S. President remains focused on other interests.

Setser previously highlighted China's manufacturing surplus climbing above $4 trillion, with customs data showing a related surplus of more than $2.5 trillion in exports and goods flows here. He has also noted that China is shifting some reserves away from dollar-denominated assets, moving into other securities while keeping formal reserves at 55 percent in U.S. dollars here. These moves reflect ongoing adjustments in China's 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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