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 MarketsWhy Chinas Factories Are Moving to the Gulf
China's manufacturing belt is shifting again — this time toward the Middle East. In this episode, Lucas and Luna unpack the surprising data point that…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China's Yuan Calm Masks a Deeper Worry
On this episode of China Economy with Fexingo, Lucas and Luna dig into why the yuan's stability—trading flat at 6.72 per dollar—is actually masking a…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Currency Calm Masks a Trade Storm
China's yuan has been remarkably stable against the dollar, hovering near 6.72 for weeks. But beneath that calm surface, trade flows are shifting…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Ports Are Becoming Global Chokepoints
China's ports are evolving beyond logistics hubs into strategic chokepoints that could reshape global trade. In this episode, Lucas and Luna examine the…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Rebalancing Is Shaping Asian Trade
As Beijing doubles down on a consumption-led growth model, the ripple effects are showing up in trade flows, currency moves, and market sentiment across Asia…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China's Yuan Stability Is a Quiet Risk for Tech Stocks
On this episode of China Economy with Fexingo, Lucas and Luna examine the surprising divergence between China's stable yuan and its struggling tech…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Factory Belt Is Moving Inland
China's factory belt is on the move. In this episode, Lucas and Luna explore the quiet migration of manufacturing from the crowded coastal megacities to…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China's Youth Are Returning to Smaller Cities
In episode 164 of China Economy with Fexingo, Lucas and Luna explore a quiet shift in China's labor market: young professionals are leaving megacities…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China's Youth Prefer Gig Work to Corporate Ladders
In this episode, Lucas and Luna explore why China's youth jobless rate misses a bigger story: the rise of gig work. With the youth unemployment rate…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Yuan Stability Is Chinas Quiet Compass
As US and China trade tensions resurface, Lucas and Luna unpack why Beijing's real policy priority isn't the trade balance but the yuan's…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Yuan Stability Matters More Than Trade Swings
On this episode of China Economy with Fexingo, Lucas and Luna look beyond the latest trade data to ask a quieter question: why has the yuan barely moved this…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China's Youth Are Choosing Gig Work Over Corporate Jobs
China's youth unemployment hit a record high in June 2025, but the real story is the rise of gig work among young people. In this episode, Lucas and Luna…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Youth Are Choosing Gig Work Over Corporate Jobs
China's youth unemployment hit a record high in June 2026, but the story is more nuanced. In this episode, Lucas and Luna unpack the real drivers: a…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Youth Jobless Rate Misses the Gig Economy
On this episode of China Economy with Fexingo, Lucas and Luna look beyond the headline youth unemployment figures to explore how unpaid internships, gig work…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China's Youth Jobless Rate Is Reshaping Its Tech Talent Pipeline
China's youth unemployment has been a persistent worry, but in this episode we dig into a less-discussed angle: how the jobless rate is now reshaping the…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Tech Stocks Are Tumbling Despite Strong Earnings
In mid-August 2026, Chinese tech stocks listed in the US are in the middle of a sharp sell-off. JD.com has fallen more than 11% in just five days, PDD is down…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China's Youth Are Leaving the Workforce
In episode 155 of China Economy with Fexingo, Lucas and Luna dig into a surprising trend: China's labor force participation rate among young people is…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why AI Compute Futures Could Reshape Chinas Tech Edge
This episode of China Economy with Fexingo looks at how the launch of AI compute futures could shake up China's tech ambitions. With US export controls…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Youth Jobless Rate Isnt The Whole Story
China's youth unemployment rate hit a record high this spring, but digging into the data reveals a more complicated picture. In this episode, Lucas and…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China's Youth Jobless Rate Is the Real Story
Lucas and Luna dig into China's stubbornly high youth unemployment rate, which hit fresh highs in early 2026 despite a broader economy that's growing…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China's Deficit Could Reshape Pacific Trade
In this episode of China Economy with Fexingo, hosts Lucas and Luna dive into a fresh angle on China's widening trade deficit—how it's reshaping…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China's Trade Surplus Is Coming Back
After months of widening trade deficits and hand-wringing about yuan stability, China's trade balance is quietly flipping back into surplus. In this…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Domestic Consumption Is Now the Real Growth Engine
In this episode of China Economy with Fexingo, Lucas and Luna explore a quiet but profound shift: China's growth model is no longer export-led. With the…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Trade Deficit Is Redefining Its Growth Model
China's trade balance flipped to a deficit in 2026, and Washington is paying attention. In this episode, Lucas and Luna unpack the numbers: exports at…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Alibaba's Rally Signals More Than a Bounce
A week after Chinese tech stocks staged their biggest rally in months, Lucas and Luna dig into what's actually moving the market in August 2026. Alibaba…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Trade Deficit Is a Feature Not a Bug
China's trade surplus has flipped to a deficit, and that's a bigger deal than most headlines suggest. In this episode, Lucas and Luna dig into the…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Trade Deficit Is a Feature Not a Bug
China's goods trade balance has swung to a deficit for the first time in decades, and the current account is deep in the red. On this episode of China…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Yuan Is Quietly Winning the Reserve Race
As China's trade balance swings to a record deficit and the US dollar's trade-weighted index slips, Beijing is quietly advancing the yuan's role…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China's Current Account Deficit Is Reshaping the Yuan Debate
China's current account deficit has swelled to $226.8 billion, far outpacing the trade deficit and raising new questions about yuan stability. In this…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why JD and PDD Are Surging Despite Chinas Widening Trade Deficit
China's trade deficit hit $77.6 billion in May, but e-commerce stocks JD and PDD are rallying—up 7% and 6% in five days. Lucas and Luna explore the…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Tech Stocks Rally on Fed Pause and Stimulus
The Fed held rates steady on July 29, 2026, but the Dow plunged 1,000 points. Yet Chinese tech stocks are surging: the KWEB ETF gained 6.2% in five days, with…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Iran Oil Spike Worsens China Trade Deficit
Iran's surprise missile attack on US forces sends oil prices surging. China, the world's largest oil importer, faces immediate pressure on its…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Stocks Are Rallying Despite a Widening Trade Deficit
Chinese stocks have rallied sharply this week, with the FXI ETF up 3.5% and JD.com surging 5.1%. Yet China's trade deficit has widened to $77.6 billion…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China's Widening Trade Deficit Is Testing Yuan Stability
China's trade deficit has ballooned to $77.6 billion in May 2026, a 42% jump from two months earlier. While exports remain robust, imports are surging…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Is Defending the Yuan Without Burning Reserves
The yuan has held steady at 6.78 per dollar for weeks even as the U.S. dollar index climbed to 120.5 and China's trade deficit widened to $77.6 billion in…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How CXMTs IPO Signals Chinas AI Chip Ambitions
China’s memory chipmaker CXMT exploded 500% in its Shanghai debut on July 27, 2026, becoming the country’s most valuable semiconductor company overnight. In…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China's Trade Surplus Turned to Deficit
China's monthly trade balance swung to a deficit of $77.6 billion in May 2026, a historic shift for the world's export giant. Lucas and Luna break…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Is Letting the Yen Weaken While Keeping the Yuan Stable
The yen has tumbled past 162 per dollar, while the yuan holds steady at 6.78. This episode explores the diverging currency strategies of China and Japan. Lucas…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Is Keeping the Yuan Stable Amid New Trump Tariffs
Episode 133 of China Economy with Fexingo examines Beijing's surprising strategy of holding the yuan flat at 6.78 per dollar as President Trump's…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Is Reshaping Global Trade via New Export Controls
China has quietly expanded its export control regime beyond rare earths and semiconductors. This episode examines Beijing's new restrictions on dual-use…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Is Reshaping Global Supply Chains Via Belt and Road 2.0
Lucas and Luna explore China's evolving Belt and Road Initiative, now focused on smaller, high-tech projects rather than massive infrastructure. They…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Is Driving the Global Oil Price Surge
Oil prices have surged past $90 a barrel in the US and above $98 for Brent, with supply disruptions from the Red Sea and geopolitical tensions in the Middle…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China's Yuan Cross-Border Payments Are Bypassing SWIFT
China's push to internationalize the yuan is accelerating through a parallel cross-border payment system that bypasses SWIFT. In this episode, Lucas and…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China's Stimulus Is Targeting Consumer Spending
Episode 128 of China Economy with Fexingo breaks down Beijing's latest stimulus package announced on July 21, 2026 — focused on boosting domestic…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Is Reshaping Global Fintech via Cross-Border Payments
In this episode, Lucas and Luna explore how China's digital payment giants — Alipay and WeChat Pay — are expanding their cross-border payment networks…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Is Winning Africa's Rare Earth Race
China controls 60% of global rare earth mining and 90% of processing. But a new wave of African discoveries — from Tanzania's Ngualla deposit to…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Solar Dominance Is Shifting Global Energy Economics
China now controls over 80% of global solar manufacturing, from polysilicon to finished panels. This dominance has driven module prices down 90% in a decade…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Tech Stocks Surged on July 20 2026
China tech stocks posted big gains in the week ending July 20, 2026, with the KWEB ETF up 5 percent and Alibaba jumping over 7 percent. Lucas and Luna break…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Chinas New Oil Price Feeds Shock Global Markets
China just launched its own crude oil futures benchmark in yuan, challenging Brent and WTI for the first time. Lucas and Luna break down how the Shanghai…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas State Chipmaking Is Reshaping Tech Supply Chains
China is pouring hundreds of billions into domestic chip manufacturing through a state-led push called 'Chip Independence' or the semiconductor…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Is Pushing Yuan Trade Settlements in Africa
In this episode, Lucas and Luna explore how China is aggressively pushing yuan-denominated trade settlements with African nations as part of a broader strategy…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Is Building a Parallel Cross-Border Payment System
China's yuan-denominated cross-border payment system is quietly expanding as the dollar's dominance faces new challenges. With the yuan per dollar at…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas AI DeepSeek Is Upending the Model Cost Curve
Episode 119 dives into how Chinese AI lab DeepSeek has quietly built a large language model costing around $5.6 million to train, versus the $100 million-plus…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Is Becoming a Net Exporter of Capital via State Funds
In this episode of China Economy with Fexingo, Lucas and Luna explore how China is transforming from a net capital importer to a net capital exporter, driven…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Is Using Yuan Trade Settlements to Bypass Dollar Dominance
China's push to settle trade in yuan is accelerating, with the currency's share of global payments hitting record highs. In this episode, Lucas and…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Property Crisis Is Reshaping Its Banking System
China's property sector has been in turmoil for years, but the recent wave of developer defaults is now directly threatening the country's banking…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Carbon Market Is Becoming a Global Price Setter
Episode 115 of China Economy with Fexingo examines how China's national carbon market is evolving into a global benchmark for carbon prices. We look at…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Is Becoming a Net Exporter of Capital via State Funds
China's net international investment position has shifted dramatically, with state-led capital outflows mirroring its trade surplus. In this episode…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Economy Is Slowing as Stimulus Calls Grow
China just posted its slowest quarterly GDP growth since 2022, with Q2 2026 coming in at 4.2 percent year-over-year, missing expectations and reigniting debate…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China EV Makers Are Building Factories in Mexico
Chinese electric vehicle makers are quietly building factories in Mexico, a strategy that lets them bypass US tariffs and serve the North American market. In…