China trade grows despite global tensions

China’s trade performance exceeded expectations in April, showing resilience despite global disruptions caused by the ongoing conflict involving the United States, Israel, and Iran. Official data released by China’s General Administration of Customs indicated that exports from the world’s second-largest economy rose 14.1 percent compared to the same period last year, significantly higher than market forecasts of 8.4 percent.

The rebound marks a strong improvement from March, when exports grew by just 2.5 percent. Analysts say the surge highlights China’s ability to sustain external demand even as geopolitical tensions and energy market instability increase global uncertainty.

The Iran war, which has disrupted shipping routes and contributed to volatility in global oil prices, has raised concerns about potential spillovers into international trade. However, China’s diversified energy sources and broad export markets have so far helped cushion the impact.

US-Iran talks likely to resume in Islamabad next week

A notable recovery was also seen in trade with the United States. Chinese exports to the US rose 11.3 percent year-on-year in April, reversing a sharp 26.5 percent decline in March. Earlier in the year, shipments had also fallen during the January–February period, reflecting ongoing trade tensions between the two major economies.

Imports into China also showed strong momentum, rising 25.3 percent year-on-year, suggesting a gradual recovery in domestic demand. Economists, however, continue to warn that China’s long-term growth remains dependent on shifting from investment-driven expansion toward stronger household consumption.

The positive trade data comes ahead of a high-level meeting between Chinese President Xi Jinping and US President Donald Trump in Beijing next week, where trade relations are expected to be a key agenda item.

Despite global headwinds, China’s economy remains on track to meet its official growth target of 4.5–5 percent for 2026, supported by resilient exports and improving domestic activity.