Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China's Current Account Deficit Is Reshaping the Yuan Debate
China's current account deficit has swelled to $226.8 billion, far outpacing the trade deficit and raising new questions about yuan stability. In this episode, Lucas and Luna unpack the components driving the gap—from services imports to income outflows—and explain why markets are rallying anyway. They discuss how Beijing is managing the imbalance without devaluing the yuan, and what this means for investors in Chinese stocks and ETFs like FXI and KWEB. A must-listen for anyone tracking China's economic trajectory in 2026.
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