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The largest Chinese e-commerce platforms — Alibaba, JD, as well as Baidu and DiDi — have launched large-scale programs to support domestic consumption in response to the US duties. Alibaba is expanding subsidies to domestic customers, JD is increasing logistics for the domestic market, Baidu has opened free advertising through AI streams to a million companies. For Russian importers, the shift in the focus of Chinese platforms to the interior of the country is not obvious, but a real positive.

Analysts expect the Central Bank of the Russian Federation to reduce the key rate to 12-13% by the end of 2026. Since June 1, the government has been changing the mechanism of business subsidies: the calculation of compensation is linked to three ranges of the Central Bank's rate. At the current 14.5%, the maximum subsidy will be 3.25 percentage points for importers and logistics companies planning credit financing, as the horizon for reducing the cost of money is getting closer.

Against the background of US tariffs, the largest Chinese e-commerce platforms have launched large-scale programs to support domestic consumption. Alibaba is expanding subsidies to customers, JD is increasing logistics for the domestic market, Baidu has allowed a million companies to advertise for free through AI streams, DiDi has invested 2 billion yuan in creating local jobs. The reorientation of the largest platforms is changing the balance of power in global trade.

China is ending the era of export privileges for the solar industry. Starting from April 1, 2026, VAT refunds on photovoltaic products will be canceled, which will trigger price increases on the global market. Manufacturers adjust FOB prices, while importers review contracts and supply budgets.

From February 26, 2026, two selections for compensation of transportation costs will start on the My Export platform: for industrial products and for agricultural exports. The submission and verification are carried out in digital format. Admission is open until March 23 for industry, and until August 1 for agriculture.

State support for exports in Russia is becoming more "project—based": transaction support volumes are growing, regions are receiving financing for the operation of export support centers, and companies are finding more ways to partially compensate for the expensive elements of entering foreign markets, primarily certification and preparation for customer requirements.

Iran is changing the rules for importing basic foodstuffs and feed: the mandatory pre-registration of an order with the agricultural department was canceled, allowing the cargo to be imported and declared first, and the documents to be processed after. At the same time, businesses are given a 100-day deferral of payments in rials and expand the use of barter for the import of essential goods. The measure is linked to the reform of subsidies and the redistribution of currency priorities in order