Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China Tech ETFs Surge Despite Trade Concerns
Episode 27 examines the surprising rally in China tech ETFs and major stocks like Alibaba, Baidu, and NIO in early June 2026, even as trade tensions and a shrinking surplus persist. Lucas and Luna break down the disconnect between market performance and economic headwinds, exploring whether this is a genuine recovery or a short-term bounce. They reference specific data: FXI up 3% in a week, KWEB up nearly 5%, and the yuan holding at 6.77 per dollar. The episode also considers what the divergence between stocks and the yuan means for investors, and why consumer-focused names like JD and…
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