China's exports jumped 21.8% in early 2026, marking the largest gain in four years. The companies in this group are the direct conduits of that extraordinary volume of trade.
It's not just one region driving this boom — Europe, Latin America, and Southeast Asia are all buying more. That broad-based demand makes this theme more resilient than you might expect.
Professional analysts carefully handpicked every stock in this group as a direct beneficiary of rising trade volumes. You don't have to guess which companies stand to gain — the research has already been done for you.
This basket's total market capitalisation is 1,226,171.5629999998 and is dominated by large-cap constituents that anchor its profile, suggesting it tends to exhibit greater stability and lower volatility.
BABA: $316.67B
PDD: $145.71B
JD: $42.99B
In early 2026, China's exports surged by 21.8%, pushing the nation's trade surplus to a record $213.6 billion. Our analysts see this as a powerful signal of resilient global demand, particularly across Europe, Latin America, and Southeast Asia. The companies in this group sit right at the heart of that trade engine, from freight carriers and logistics networks to commodity miners and e-commerce giants.
This group spans several industries, including shipping, logistics, raw materials, and consumer technology, all of which are connected by the thread of rising Chinese export volumes. Because it covers multiple sectors, it offers a degree of diversification within a single theme. Keep in mind that trade-related stocks can be sensitive to geopolitical developments, currency shifts, and changes in global demand.
Every stock in this group was handpicked by professional analysts to capture direct beneficiaries of China's export boom. Whether it's a bulk shipping operator carrying freight across oceans, a copper miner supplying raw materials to Chinese factories, or a global e-commerce platform built on Chinese supply chains, each pick was chosen because of its specific and meaningful connection to this historic trade surge.
China's manufacturing sector demonstrated remarkable resilience with a massive 21.8% surge in early 2026 exports, pushing the nation's trade surplus to a record high. This unexpected boom signals robust global demand and shifting trade dynamics, creating a compelling opportunity in logistics, global tech, and emerging market commodities.
Published on March 10
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+22.38%
On average, analysts expect assets in this group to grow 22.38% over the next year.
11 of 16 assets in this group are rated Buy by professional analysts.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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