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Macro EconomyMedium•13 February 2026•

1 min read

Chinese Manufacturing and Ports Show Resilience Despite US Tariffs

An industrial factory with smokestacks, showing a financial downturn chart on the left and an upturn chart on the right, with 'INDUSTRIAL RECOVERY' text.

Chinese factories and ports are reporting high activity levels one year after the Trump administration's imposition of trade tariffs. Despite initial concerns over trade barriers, the manufacturing and shipping sectors are demonstrating significant resilience. The current surge in industrial activity is partly driven by a rush to fulfill orders ahead of the upcoming Lunar New Year holiday. This robust performance suggests that Chinese exporters have successfully adapted to the shifting global trade landscape. The stronger-than-expected data is likely to provide support for the Chinese Yuan and China-linked ETFs such as MCHI and FXI. Additionally, the Australian Dollar (AUD/USD) may see gains due to its sensitivity to Chinese economic health and trade ties.