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China's Steady Yet Slowed Economy
- China's economy has slowed significantly post-pandemic but remains relatively stable.
- They manage risks through exchange rate control and closed capital accounts.
China's Export Shifts Amid Tariffs
- China's export dependence on the U.S. has decreased from 20% to about 14%.
- Companies rely on shifting supply chains to Vietnam or India, but face tariff challenges and infrastructure issues there.
China's Resilience and Stakes in Trade War
- Chinese firms are technologically stronger and more self-reliant than six years ago.
- China's leadership views the trade conflict as existential and will withstand pressures to maintain strength.