Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Is Reshaping Global Trade via New Export Controls
China has quietly expanded its export control regime beyond rare earths and semiconductors. This episode examines Beijing's new restrictions on dual-use technologies like drones, lasers, and advanced materials, and how they are impacting global supply chains. Lucas and Luna break down the specific sectors affected, compare China's approach to US export controls, and discuss implications for companies and investors. They reference recent trade data showing a widening US trade deficit and a stable yuan, tying the controls to broader economic strategy. Key questions: Are these controls…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.