China's Hidden Inflation Crisis

China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets · Sep 9, 2026 · 11m · transcript

While global markets focus on China's export slowdown, a quieter crisis is unfolding in the domestic consumer sector. With wholesale prices falling at their fastest pace in years and retail demand remaining stubbornly weak, Beijing faces a unique policy dilemma: stimulate without rekindling the property bubble that weighed down growth in previous cycles. We examine how deflationary pressures are reshaping household spending habits, why traditional stimulus tools feel less effective today, and what this means for Asian trade routes and supply chain dynamics as Chinese consumers turn…