Chinas Property Debt Reshaping Global Markets

China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets · Oct 17, 2026 · 9m · transcript

Lucas and Luna dissect how China's unresolved property sector debt is quietly reshaping global capital flows, trade balances, and emerging market dynamics. With current account deficits widening and trade-weighted dollar indices shifting, the hosts explore why Beijing's structural pivot away from real estate-led growth is creating ripple effects across Asia-Pacific markets and beyond. This episode breaks down the mechanics of deleveraging, the role of state-owned enterprises in stabilizing demand, and what investors should watch for in Q4 2026 as China transitions toward a more…