East Asia Econ

China – mapping the rise of an auto exporter

This is a dashboard I've been working on, where you can map China's auto exports by country and type of vehicle over time. It now includes volume and prices at a national level. I'll be adding more series over the next few weeks. I also have a favour to ask.

Paul Cavey

Aug 25, 2025 • 1 min read

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East Asia Today

Little sign of change in today's China macro data. So, while areas like consumption aren't as weak as the headlines suggest, in activity data overall there's little sign of stabilisation, let alone recovery. I discussed some of the issues around China, as well as the region, in a podcast last week.

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Region – podcast

I really enjoyed doing this podcast with Bilal Hafeez from Micro Hive. It was a great chance to get into a lot of the structural themes across the region that I have been working on.

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China – no change in underlying trends

Property is weak, manufacturing FAI has slowed, consumer spending on goods is soft, and price deflation isn't lifting. However, services consumption is better, and output of both goods and services is growing by more than 5%. The government likely still thinks the economy is muddling through.