my analysis of the export data in July.
Biggest news is probably ICs continued growth. Handset is down quite a bit, probably a continuation of the apple moving more production to India. Again, rare earth by value is down quite a bit YoY, which means whatever they are exporting is lower end.
The coolest part to look at are Ceramics and fertilizers. Things I haven't been looking at, but are all quite important areas.
The former is a good measure of their growth in material science and the latter in chemical industry.
Biggest news is probably ICs continued growth. Handset is down quite a bit, probably a continuation of the apple moving more production to India. Again, rare earth by value is down quite a bit YoY, which means whatever they are exporting is lower end.
The coolest part to look at are Ceramics and fertilizers. Things I haven't been looking at, but are all quite important areas.
The former is a good measure of their growth in material science and the latter in chemical industry.