Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas EV Dominance Is Splitting Asia Trade Blocs
Episode 58 of China Economy with Fexingo. Lucas and Luna examine how China's electric vehicle exports are reshaping trade alliances in Asia. With Chinese EV makers flooding Southeast Asian markets, countries like Thailand and Indonesia are aligning closer to Beijing while traditional partners like Japan and South Korea face tough choices. The hosts break down the numbers: China's EV exports to ASEAN surged 42% year-over-year in Q1 2026, while Japanese automakers lost 8% market share in Thailand. They discuss how battery supply chains and local assembly deals are creating new…
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