Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets

How China Is Becoming a Net Exporter of Capital via State Funds
China's net international investment position has shifted dramatically, with state-led capital outflows mirroring its trade surplus. In this episode, Lucas and Luna examine how Chinese sovereign wealth funds and state-owned enterprises are deploying capital abroad—buying infrastructure stakes in Southeast Asia, financing rare earth processing plants in Africa, and acquiring distressed European industrial assets. Drawing on July 2026 data, they discuss how the yuan's stability near 6.78 per dollar and China's widening trade surplus of over $77 billion in May are fueling this…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.