ASEAN must juggle China's export surge with global de-risking

China's industrial overcapacity is flooding ASEAN markets, testing the region's trade policies

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A container ship sails off a container terminal in Qingdao in east China's Shandong province on Feb. 23, 2025. © AP

Brendan Kelly is a nonresident fellow on Chinese economy and technology at the Asia Society Policy Institute's Center for China Analysis. Shay Wester is the director of Asian economic affairs at the Institute.

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