Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China Factory Activity Surges on Tech Export Demand
China's factory activity grew faster than expected in June 2026, driven by surging tech export demand. Lucas and Luna break down the surprising Purchasing Managers' Index data, explore why semiconductor and electronics exports are booming despite trade tensions, and debate whether this can offset weakness in consumer spending and real estate. They discuss the divergence between manufacturing strength and the struggling services sector, and what it means for investors watching China's economic rebalancing. The hosts also examine how the yuan's stability and global demand…
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