
China’s overcapacities, with Jacob Gunter and Esther Goreichy
From MERICS China Podcast by MERICS
April 24, 2026 · 37 min · Episode 266
About this episode
The episode discusses China's economic challenges, including overcapacities and the impact of tariffs on exports.
Although 2025 saw China being faced with increased pressure and tariffs imposed by Washington and a marked decrease in exports to the US, the Chinese balance sheet still showed a record global trade surplus of 1.2 trillion USD. Jacob Gunter, Head of the Economy and Industry program at MERICS, and Esther Goreichy, Visiting Fellow at the institute, join Johannes Heller-John to talk about the reasons for cheap Chinese exports, cut-throat competition in China and the cost for Chinese society. Jac...
People in this episode
Host: Johannes Heller-John
Guests: Jacob Gunter, Esther Goreichy
Topics covered
- China's economy
- global trade
- export competition
- tariffs
- societal impact
Keywords
- China
- exports
- trade surplus
- tariffs
- economy
- competition
- society
Mentioned in this episode
Organizations: MERICS
Places: China, Washington
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