Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Stocks Are Falling Despite Strong Yuan and Trade Surplus
Chinese stocks listed in the US have dropped sharply this week, with Alibaba down 10% in five days and other big tech names off 5-7%. Lucas and Luna dig into why the selloff is happening even as the yuan holds steady and China's trade surplus remains intact. They focus on a specific mechanism: the rising trade-weighted US dollar index (now at 120.4) and its effect on dollar-denominated Chinese ADRs. The episode also examines how the latest Trump tariff threats against digital services taxes are adding a new layer of uncertainty for Chinese tech firms with global revenue exposure. Along…
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