A surprise rebound in Chinese trade last month points to a sharp divergence in growth for the world's two largest economies, which Westpac chief economist Bill Evans says will underpin demand for the local dollar and two-thirds of Australia's exports to China.
The remaining third of exports, including education and agriculture, "have real challenges".
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Vesna Poljak is the Companies editor. She was previously the Markets editor with a special interest in the investment industry, hedge funds and accounting. She is based in the Sydney newsroom. Connect with Vesna on Twitter. Email Vesna at vpoljak@afr.com
