Global Pushback Builds Against China’s Export Strategy as Trade Imbalances Deepen

The EU and Mexico are weighing new tariffs as Beijing’s export-driven model fuels overcapacity, strains markets, and heightens geopolitical tensions.
Global Pushback Builds Against China’s Export Strategy as Trade Imbalances Deepen
An aerial view shows stacked containers at the Shanghai Port container terminal in Shanghai on Dec. 8, 2025. China's exports grew faster than expected last month, official data showed on Dec. 8, returning to growth after sliding in October despite a sharp drop in shipments to the United States. AFP via Getty Images
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As the Trump administration implemented tariffs to correct decades of trade imbalances with China, Beijing’s export-driven playbook is drawing fresh scrutiny around the world.

Analysts say China’s “beggar-thy-neighbor” strategy—expanding exports at the expense of other countries’ industries—is now met with growing international backlash, prompting other countries to consider new tariffs and defensive trade measures.

Export Surge Masks Trade Imbalance

The Chinese Communist Party (CCP) is preparing for its annual Central Economic Work Conference, and its newly released “15th Five-Year Plan” again highlights its ambition to build a “manufacturing powerhouse.” But analysts say the global environment is shifting drastically against Beijing’s model.