Read Time: 3 minutesThe gap between China’s goods surplus — as reported in the customs data — and China’s good surplus in the balance of payments is now an incredible $300 billion, or over 1.5% of GDP … Real money. There is a plausible explanation for the source of the gap — namely China stopped…

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Read Time: < 1 minuteChina’s exports to Belarus, which has a long land border with Russia, were up 290% in March 2023 from a year earlier. We’ve focused on the dramatic rise in China’s direct exports to Russia, but those data may understate the scale of how fast China’s exports to Russia are rising. In…

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