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Fair, but couldn’t this be US importers using transshipment to circumvent tariffs on China? These countries, even EU members, still face lower effective tariffs than China, so it would make sense...
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If China's exports show a sharp rise to one country, that could be for idiosyncratic reasons. But if China's exports rise to all kinds of places right after the imposition of big US tariffs, that's a sign China is scrambling to find new export markets. That's what's happening...
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