The latest economic data reveals a tighter-than-expected growth picture for the world's second-largest economy. Meeting growth targets has become increasingly reliant on export momentum, but recent trends suggest that engine is already losing steam. Export-driven cycles typically precede shifts in asset allocation and risk appetite across global markets. When export volumes soften, capital flows often pivot—something worth monitoring if you're tracking macro trends and their ripple effects on alternative assets. The deceleration happening now could reshape how investors recalibrate their portfolios heading into the next quarter.