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No decoupling, but West and China drift apart

China s unexpectedly poor export performance as revealed on Tuesday is still largely down to wider economic headwinds. But underlying trade and investment trends point to an unmistakable long-term.

Analysis-No decoupling, but West and China drift apart By Reuters

Analysis-No decoupling, but West and China drift apart By Reuters
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Analysis-No decoupling, but West and China drift apart

China's unexpectedly poor export performance as revealed on Tuesday is still largely down to wider economic headwinds. Official data showed a 14.5% drop in July exports amid weak consumer demand in the world markets served by China - the fastest decline since the pandemic hit in 2020. For now, such cyclical factors outweigh any impact of calls by Western governments for companies to "de-risk" supply chains as a new era of distrust prompts the United States and Europe to cut trade reliance in strategic sectors with China.

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