Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China Widens Export Curbs on Japan Targeting Drone and Defense Sectors
Today's episode examines China's latest escalation in its technology export control campaign: broadening restrictions on shipments to Japan, specifically targeting drone makers, nuclear firms, and defense research institutes. Lucas and Luna discuss what's driving this move—retaliation for Japan's semiconductor equipment export curbs, plus a message to the U.S. ahead of trade talks. They unpack the market reaction: iShares China Large-Cap ETF (FXI) fell 5.5% in five days, Alibaba dropped nearly 10%, and Baidu lost over 6%. They also weigh the risk of a full-blown tech…
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