Despite robust global demand for Chinese goods, domestic consumers are increasingly tightening their wallets. This shift highlights a deeper concern for officials in Beijing, as the nation’s economy leans more heavily on exports to sustain growth.

As crude oil prices plummet amid tariff tensions and supply concerns, a potential rally may be on the horizon. A significant drop in global container bookings hints at a surge in demand if tariffs are eased, suggesting a non-consensus opportunity for investors.