Shows / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's economy is the world's second-largest, yet its policy signals can feel opaque. Lucas and Luna cut through the noise each episode, examining Beijing's latest monetary and fiscal moves, trade tensions with the US and EU, and the ripple effects across Asia-Pacific markets. They ground every conversation in real-time data from Chinese industrial production, PMIs, and export figures — no punditry, just the numbers and the strategic outlook. Whether dissecting the PBOC's rate decisions, the…
Episodes
China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific MarketsChinas New Middle Class And The Silent Deflation Trap
China's consumer credit boom has hit a wall. With exports softening and property debt still weighing, the government is pivoting to stimulate domestic…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Consumer Credit Boom and Global Debt Risks
We drill into China's rapidly expanding consumer credit market, where household debt has surged past four trillion dollars. With interest rates at…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Capital Flight and the Silent Squeeze
With China's current account deficit widening to negative two hundred forty-six billion dollars in early 2026, the focus shifts from trade wars to capital…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Capital Flight and the Silent Squeeze
Lucas and Luna dissect the structural shift in China's capital controls as cross-border outflows accelerate despite a widening trade deficit. With FXI…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Yuan Peg and the Silent Currency War
With the yuan holding steady at six point six nine against the dollar while Chinese equities slump, we examine how Beijing manages its currency peg to…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Import Surge Reshaping Global Supply Chains
With China’s imports hitting $4.67 trillion in the second quarter of 2026, we explore how this massive surge is quietly reshaping global supply chains and…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Retail Pivot and the Global Supply Chain Shift
Lucas and Luna explore how China’s domestic consumption slump is reshaping global pricing power. With exports surging while imports stagnate, Beijing’s policy…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Domestic Deficit and the Global Price Shock
Lucas and Luna explore how China's shifting domestic demand is creating a structural deficit that impacts global inflation. With imports surging while…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Green Tech Export Surge
Lucas and Luna examine how Beijing’s strategic subsidies in solar, batteries, and electric vehicles are reshaping global supply chains. With Chinese exports…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's New Middle Class Consumption Boom
Lucas and Luna analyze how China's shifting consumer landscape is reshaping global supply chains. With the yuan holding steady at 6.69 against the dollar…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Yuan Peg and the Silent Currency War
As of October 19, 2026, the yuan is holding steady at 6.69 per dollar despite a deepening trade deficit and weakening equity markets. Lucas and Luna explore…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Domestic Deficit and Global Inflation
While headlines focus on China's export machine, a quieter crisis is unfolding in Beijing's domestic accounts. With the current account deficit…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Chinas Property Debt Reshaping Global Markets
Lucas and Luna dissect how China's unresolved property sector debt is quietly reshaping global capital flows, trade balances, and emerging market…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Domestic Deficit and Global Supply Chains
With China’s trade-weighted dollar index climbing to 121.6 in October 2026, the yuan is holding steady at 6.69 per dollar despite a widening current account…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Capital Controls And The Silent Squeeze
Lucas and Luna examine how Beijing’s tightening capital controls are reshaping global liquidity, focusing on the yuan’s managed stability versus domestic…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Import Surge Reshaping Global Supply Chains
With China’s imports surging to 4.67 trillion dollars in the second quarter of 2026 while exports lag, we explore how Beijing’s strategic pivot toward domestic…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Retail Pivot and Global Supply Chains
We look at how Chinese retailers like BJ’s and Lululemon are trimming assortments to boost business, reflecting a broader shift in China's domestic…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Manufacturing Overhang and Global Price Wars
As of October 10, 2026, China’s industrial output is surging while domestic consumption remains stubbornly flat, creating a massive supply overhang that is…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China's Domestic Deficit Reshapes Global Pricing
China’s trade balance has swung to a significant deficit, with imports outpacing exports in recent quarterly data. This episode examines the structural shift…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Chinas Hidden Trade Deficit Shock
China's trade balance hit a record negative of minus one hundred five billion dollars in August. This episode breaks down why imports surged while exports…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Shipping Cost Shock and Global Supply Chains
We examine how freight rates from the Gulf Coast to China have surged tenfold, reaching seventy-six million dollars per supertanker charter. This episode…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Green Tech Subsidy War and Global Markets
Lucas and Luna dissect how Beijing’s aggressive subsidy strategy for new energy vehicles and solar components is creating a global price war that threatens…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Chinas Property Pivot And The Global Price Shock
China's property sector has long been the engine of its growth, but today it is the brake. With housing prices falling and developers defaulting, Beijing…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Consumption Trap and Global Prices
With China’s trade-weighted dollar index holding at 120.3 in late September, the global economy faces a quiet but dangerous imbalance. We drill into why…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Quiet Capital Flight and The Global Savings Glut
We look past the headline inflation fears to see how Chinese capital is moving globally. With imports surging to 4,675 billion dollars in April while exports…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Consumer Credit Freeze And The Savings Trap
While global markets fixate on Beijing’s industrial overcapacity, a quieter crisis is unfolding in household balance sheets. With the yuan holding steady at…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Capital Flight and Global Savings Glut
Lucas and Luna examine the paradox of China’s widening trade deficit against a backdrop of record capital outflows. With imports hitting 4,674 billion dollars…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Chinas Hidden Trade Deficit Shock
We drill into China's July trade balance, which widened to negative eighty-eight point six billion dollars, a sharp reversal from earlier projections…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Capital Flight and the Global Savings Glut
Lucas and Luna dissect a structural shift in global finance: as China’s domestic savings rate hits historic highs, that capital is seeking yield abroad. With…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Industrial Overcapacity and the Global Price War
We examine how Beijing’s push to dominate green technology and advanced manufacturing is flooding global markets with cheap goods, triggering a new wave of…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's State Capital Pivot and Global Markets
Lucas and Luna dig into the structural shift in Beijing's capital allocation strategy as of September 2026. With the trade-weighted US dollar index…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's State Capital Pivot and Global Markets
We drill into how Beijing’s shift toward state-led industrial policy is quietly reshaping global capital flows, moving beyond consumer debt to structural…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Currency Anchor and Export Reality
With the yuan holding steady at six point seven per dollar while export volumes surge, we examine how Beijing’s managed exchange rate is quietly reshaping…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Debt-to-GDP Trap and the Global Fix
We drill into China’s local government debt crisis, where unfunded mandates are strangling infrastructure projects across inland provinces. With Yuan per USD…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Dual Circulation Strategy and Global Supply Chains
We break down Beijing's dual circulation policy as it shapes the global economy in September 2026. With imports reaching 4.6 trillion dollars and exports…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's New Tech Dividend Playbook
We look at why Alibaba, JD.com, and PDD Holdings are shifting from hyper-growth to shareholder returns. With stock prices up significantly in September, these…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Currency Anchor and Global Trade
On September 21, 2026, the yuan trades at 6.70 per dollar, a critical anchor for global commerce. We examine how this currency stability impacts export…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Domestic Pivot and Global Supply Chains
We explore how China’s shifting internal consumption patterns are quietly reshaping global manufacturing and trade flows. With the yuan holding steady near six…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Export Surge and Global Inflation
As of September nineteen twenty twenty six, China’s trade dynamics are shifting rapidly with exports hitting three trillion seven hundred fifty billion dollars…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China's Export Surge Is Quietly Reshaping Global Inflation
China’s trade-weighted dollar index hit a twenty-year high in September 2026, pushing the yuan to 6.71 per dollar while exports surged to 3.75 trillion dollars…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Currency Anchor in a Shifting World
On September 17, 2026, the yuan holds steady at six point seventy-one against the dollar while global trade flows face new pressures. We look at how China is…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Chinas Digital Yuan And The New Trade Settlements
We look at how Beijing is using the digital yuan to bypass traditional dollar clearing systems in Asian trade deals. With recent export data showing a surge in…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Supply Chain Pivot Is Rewiring Global Trade
China's manufacturing base is no longer just exporting to the West; it is actively building a parallel trade network across the Asia-Pacific and Middle…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China's Green Shift Is Rewiring Asian Trade
We drill into the specific mechanics of how Beijing’s domestic green transition is quietly altering supply chain logistics across Asia-Pacific markets. With…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's AI Data Dilemma and the Global Race
Anthropic CEO Dario Amodei recently called China the toughest dilemma for AI safety, highlighting a unique structural tension. While the US scrambles for…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Chinas New Trade War Strategy
We examine how Beijing is shifting from passive currency management to active industrial diplomacy, using the recent $100 oil roundtrip and domestic spending…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Consumer Deflation Trap
Why China's factory output is surging while domestic prices stall. We break down the structural gap between supply and consumption, using August 2026 CPI…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Domestic Spending Is Rewiring Global Trade
China's trade surplus is narrowing as Beijing pivots from exports to domestic consumption, a shift visible in the latest current account data showing…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Hidden Inflation Crisis
While global markets focus on China's export slowdown, a quieter crisis is unfolding in the domestic consumer sector. With wholesale prices falling at…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China's Inland Shift Is Rewiring Asian Trade Routes
China’s manufacturing base is no longer just on the coast. As inland provinces like Sichuan and Chongqing absorb factory capacity, supply chains are…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Inland Shift and the New Logistics Game
While previous episodes tracked China’s inland factory migration, this episode drills into the logistics bottleneck that threatens to stall it. We examine how…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Inland Factory Belt Reshaping Global Supply Chains
We examine how China's strategic shift of manufacturing to inland provinces is quietly altering global supply chains. With the yuan holding steady at 6.73…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Inland Shift and Global Supply Chains
We look at how China's manufacturing base is moving from the coast to inland provinces, reshaping global supply chains. With exports up to 3.7 trillion…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Inland Shift and Global Supply Chains
We look at how China is moving manufacturing from the coast to the interior, reshaping global supply chains. With trade-weighted US dollar index up to 118.7…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Capital Controls and the Silent Trade Shift
Lucas and Luna examine how China’s tight capital controls are reshaping its trade dynamics in 2026. With the yuan holding steady at 6.73 per dollar despite a…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Inland Shift and Global Supply Chains
As manufacturing moves from coastal hubs to China’s interior, the logistics of moving goods are changing faster than the factories themselves. We look at how…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Inland Factory Belt Reshaping Global Supply Chains
With exports hitting three point seven five trillion dollars in the second quarter, China is quietly relocating its manufacturing base from coastal hubs to…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Green Transition Is Redrawing Asian Trade
Lucas and Luna unpack a quiet but consequential shift: China's clean-energy buildout is reshaping supply chains and trade flows across the Asia-Pacific…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Bond Market Grew Into a Global Anchor
China's bond market has quietly become the world's second-largest, surpassing Japan and trailing only the US. In this episode, Lucas and Luna explore…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Port Congestion Is Moving Inland
In this episode of China Economy with Fexingo, Lucas and Luna explore why China's port congestion is moving inland—a shift that could reshape supply…