Geopolitics Alpha

China’s Export Boom Fuels Growth Despite Slump at Home

Published . Updated .

A prolonged housing crash, sluggish consumer spending and plunging investment have left China dependent on exports to keep the economy growing.

Directly affected

  • No company is named in this report.

Indirectly affected

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • DAC Danaos

    Ship owners earn more when vessels are tied up longer

  • GSL Global Ship Lease

    Ship owners earn more when vessels are tied up longer

  • SBLK Star Bulk Carriers

    Dry-bulk carriers move with commodity shipping demand

  • GOGL Golden Ocean

    Dry-bulk carriers move with commodity shipping demand

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ZIM———————
MATX———————
DAC———————
GSL———————
SBLK———————
GOGL———————

A prolonged housing crash, sluggish consumer spending and plunging investment have left China dependent on exports to keep the economy growing.

Source: The New York Times

How solid the shipping case looks

12 out of 100

“China’s Export Boom Fuels Growth Despite Slump at Home” scores 12 out of 100. The score uses 1 sources.