Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Tech Stocks Are Falling Despite Earnings Growth
China tech stocks are in a prolonged slump this May 2026, with the KWEB ETF down over 4% in a week and NIO losing 11%. Lucas and Luna dig into the disconnect between solid earnings from companies like Alibaba and PDD, and the market's heavy selling pressure. They trace the story to two forces: a strengthening dollar pushing the yuan to 6.81, and shifting US-China trade expectations after new tariff threats. The episode uses the recent week's data to ask whether this is a buying opportunity or a signal of deeper structural headwinds for Chinese equities. A focused look at what the…
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