Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's State Capital Pivot and Global Markets
We drill into how Beijing’s shift toward state-led industrial policy is quietly reshaping global capital flows, moving beyond consumer debt to structural investment in tech and green infrastructure. With the yuan stabilizing near 6.70 per dollar and export data showing resilience despite domestic headwinds, we explore what this means for Asia-Pacific markets. Lucas and Luna break down the mechanics of this pivot, why it matters for investors, and how it contrasts with previous cycles of stimulus. This episode offers a fresh look at China’s economic engine under state direction…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.