Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinese Yuan Is Weakening Despite Trade Surplus
Episode 57 of China Economy with Fexingo. Lucas and Luna unpack a growing disconnect in China's markets: exports are up, trade surplus is narrowing but still large, yet the yuan is falling against the dollar. They examine how capital outflows, a widening current account deficit, and central bank policy are driving the yuan lower—and what that means for Chinese stocks and global investors. With specific data from June 2026, including the yuan-dollar rate at 6.76, a trade-weighted dollar index at 119.5, and the recent performance of FXI and KWEB, this episode offers a clear, data-driven…
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