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There's Good News Buried in China's Export Drop

Three charts to cheer Chinese exporters.
General Images Of Consumer Spending Ahead Of CPI Figures
Photographer: Qilai Shen/Bloomberg

While Chinese exports shrunk for the first time in six years in 2015, some bright spots are buried beneath the otherwise dour headline number, according to research from Fielding Chen and Tom Orlik of Bloomberg Intelligence.

"Looking beyond that headline figure, there are signs that export competitiveness remains resilient, the share of domestic value added is growing and the export mix is shifting toward high-technology products," they said in a recent report. "All of that is positive for the 2016 outlook. Concerns about weak demand from emerging markets and data reliability cloud the picture."