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Fears of overcapacity ignore China’s full balance of payments picture
['Chen Zhao']
News - South China Morning Post
Goods trade is only one slice of China’s external balance, and it is increasingly offset by large outflows such as import of services and investment income payments.
The country is a major importer of foreign services, ranging from transport to financial services.
All these have resulted in a persistent and sizeable services trade deficit – roughly US$200 billion a year that offsets part of the goods surplus.
Then there is investment income.
Those payments, now at about US$150 billion, reflect decades of inward foreign direct investment that has helped build China’s industrial base in the first place.