Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Factory Towns Are Booming While Cities Lag
Episode 40 of China Economy with Fexingo examines a striking divergence: China's factory towns are seeing booming retail sales and rising wages, while major cities like Shanghai and Beijing report weak consumer confidence. Lucas and Luna break down new data from May 2026 showing that exports to the US surged 35% year-over-year, driving manufacturing hubs to outperform. They discuss how the trade war has reshaped supply chains inland, why port volume tells a truer story than GDP, and what this means for investors eyeing China stocks, which have tumbled in recent days. The episode draws on…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.