China Retaliatory Trade Curbs Hit Pentagon Blacklist Firms

China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets · Jun 22, 2026 · 7m · transcript

On June 22, 2026, China imposed trade restrictions on dozens of US companies in response to the Pentagon's latest blacklist. This episode breaks down the specific sectors targeted—including defense electronics, aerospace components, and industrial sensors—and examines how the curbs bypass traditional tariffs. We look at the five-day slide in Chinese ETFs (FXI down 4.9%, KWEB down 4.7%) and what it signals about investor confidence. Lucas and Luna explore whether this marks a new phase in US-China trade conflict, moving from consumer goods to critical supply chains, and what it means for…