China's Manufacturing Overhang and Global Price Wars

China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets · Oct 10, 2026 · 10m · transcript

As of October 10, 2026, China’s industrial output is surging while domestic consumption remains stubbornly flat, creating a massive supply overhang that is flooding global markets. We look at how this structural imbalance is driving down prices for goods worldwide, from EVs to electronics, and what it means for Western manufacturers who can’t compete on cost alone. With exports rising to nearly three point eight trillion dollars annually and imports lagging, the trade-weighted dynamics are shifting in ways that challenge traditional economic models. This episode explores the concrete impact…