BofA Economist: China's Export Dominance Driven by Weak Domestic Demand, Not Strategy

Bank of America's Asia economist Helen Qiao argues China's export strength is a byproduct of persistently weak domestic demand, not a deliberate policy choice. She suggests China could become fully self-sufficient in production, but the underlying demand imbalance remains unresolved. This matters because it frames China's trade surplus as a structural issue with implications for global trade tensions and market expectations.

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