On Investors’ Minds - APAC Edition

China's export resilience: remaining optimistic despite global trade challenges

In this 112th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Jennifer Qiu, Global Market Strategist, to take a closer look at how China's export performance continues to surprise with growth, despite increased U.S. import tariffs. What markets are Chinese exporters increasing trade with, as previous exports to U.S. continue to decline?  What are transshipments and how does it impact China export numbers?  How has Chinese equities performed so far this year given the export challenges are so well known by investors?  Listen now to Tai and Jennifer to get up to date and find out what this all means for investors.

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 3rd quarter 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP110).  

For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.