China’s exports are likely to outperform most Asian peers amid geopolitical tensions, BofA Securities said, citing resilient supply chains, strong semiconductor orders, and rising demand for green energy equipment and electric vehicles. The strength

2026-04-02

China’s exports are likely to outperform most Asian peers amid geopolitical tensions, BofA Securities said, citing resilient supply chains, strong semiconductor orders, and rising demand for green energy equipment and electric vehicles. The strength should support the external balance and domestic manufacturing investment. However, a prolonged conflict could weigh on global demand and pose downside risks, the bank added.