Trade, investment, commodities and the strategic relationship between Brazil and China.
Brazil’s exports rose 10.3% in the first eight months of 2026, with China taking a larger role in the increase while shipments to the United States declined. The figures highlight a growing concentration question for Latin America’s largest economy rather than proving dependence on any one market.
High commodity prices helped drive growth, jobs and wage gains in Brazil between 2003 and 2013. World Bank assessments also found that weak productivity and investment persisted—a contrast that remains relevant as China absorbs a large, commodity-focused share of Brazilian exports.
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