Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content
Special Report

China’s Trade Pivot And Its Implications

by Ziyuan Huang, Research Analyst   Arthur Budaghyan, Chief EM/China Strategist  

China has become less reliant on exports to advanced economies, and its products have successfully penetrated developing economies. Exports to the US make up 3% of Chinese GDP, while exports to all developing economies account for 10% of its GDP. China’s trade pivot from advanced to developing economies has economic, political, and geopolitical ramifications.

BCA Research | Emerging Markets Strategy

Critical input for global and EM investors as it provides global macro investment themes as well as recommendations for EM equities, currencies, and fixed income.  

Stay Connected with BCA

Get our latest events and research insights delivered to your inbox.

The BCA Way

Our Philosophy, Your Edge

Discover More