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 MarketsHow Chinas June Export Surge Reshapes Global Trade
China's exports surged in June 2026 at the fastest pace since 2021, driven by an AI boom and a tariff rush. Lucas and Luna break down the numbers—exports…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas EV Battery War Is Reshaping the Industry
China's electric vehicle battery sector is in the midst of a brutal price war, with manufacturers slashing costs to gain market share. In this episode…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Alibaba Is Winning Chinas Cloud AI Arms Race
China's cloud computing market is undergoing a seismic shift as Alibaba Cloud leverages AI demand to dominate competitors. In this episode, we examine how…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China's Yuan Depreciation Is Reshaping Export Strategy
In this episode, Lucas and Luna examine how the yuan's slide past 6.79 per dollar is quietly reshaping China's export playbook. They focus on a…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Luxury Slowdown Is Reshaping Global Brand Strategy
Episode 107: China's luxury goods market, once the engine of global sales for brands like LVMH and Gucci, is hitting a rough patch. Consumer confidence is…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Fentanyl Crackdown Disrupts Global Drug Trafficking
China has quietly become a key partner in the global fight against fentanyl, a synthetic opioid responsible for tens of thousands of overdose deaths in the…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Trade Strategy Is Shifting as US Deficit Widens
China's trade surplus with the US is narrowing, but exports of goods and services hit a record $3.5 trillion in 2025. Lucas and Luna unpack the latest…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Youth Job Crisis Is Reshaping the Economy
This episode zeroes in on China's mounting youth unemployment — which hit 18.2 percent in May 2026 — and how it's reshaping everything from consumer…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Is Exporting Deflation Through Steel and Solar
China's industrial overcapacity isn't just a domestic problem — it's reshaping global pricing in steel, solar panels, and lithium batteries. On…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Cash-Strapped Cities Are Selling Land to Tech Companies
Episode 102: Lucas and Luna explore a quiet but significant shift in China's local government finance: distressed municipal authorities are selling land…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Weak Consumer Demand Is Squeezing Corporate Profits
China's June inflation data shows consumer prices barely rising while producer prices hit a near-4-year high. Lucas and Luna drill into this divergence…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Tech Stocks Are Surging on Trade Deal Hopes
Episode 100 of China Economy with Fexingo. Lucas and Luna examine the sharp rally in Chinese tech stocks this week — Alibaba up over 11%, KraneShares CSI China…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China's Pinduoduo Is Winning the Value Consumer Bet
Chinese e-commerce giant Pinduoduo, whose parent PDD has seen its US-listed shares surge 8.2% over the past five days as of July 8, 2026, is rewriting the…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Is Using Green Bonds to Fund the Belt and Road
China's Belt and Road Initiative is going green, and the financing tool of choice is the green bond. In this episode, Lucas and Luna examine how Beijing…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinese AI Models Are Winning US Business Clients
Lucas and Luna examine a surprising trend in the AI landscape: Chinese AI models like DeepSeek and Baidu's Ernie are increasingly being adopted by US…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Rare Earth Dominance Is Becoming a Trade Weapon
China controls roughly 60% of global rare earth mining and 90% of processing. In this episode, Lucas and Luna examine how Beijing is tightening export controls…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Carbon Market Is Becoming a Global Price Setter
China's national carbon market expanded from power generation to cement and aluminium in early 2026, making it the world's largest emissions trading…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Population Decline Is Reshaping Property and Pensions
China's population fell for a third straight year in 2025, with births hitting a record low. Lucas and Luna examine how demographic decline is already…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Solar Manufacturing Dominance Is Reshaping Global Energy Markets
China now produces over 80 percent of the world's solar polysilicon, wafers, cells, and modules. As the EU and US impose new tariffs on Chinese solar…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Domestic Travel Boom Is Reshaping Retail
China's domestic tourism sector exploded over China's National Day holiday in early July 2026, with hotel bookings up 40% year-over-year and domestic…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Is Building a Domestic Chip Supply Chain
China's push for semiconductor self-sufficiency is accelerating, with new fabrication plants and design houses emerging despite US export controls. But…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Is Using Currency Swaps to Sidestep the Dollar
China has been quietly expanding bilateral currency swap agreements with trading partners to reduce reliance on the US dollar in cross-border trade. In this…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Chinas EV Battery Recycling Race Heats Up
In this episode, Lucas and Luna examine China's accelerating push into electric vehicle battery recycling, driven by surging EV adoption and strategic…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Electric Vehicle Exports Are Reshaping Global Trade Rules
China's electric vehicle exports surged past 1.5 million units in 2025, making it the world's largest EV exporter. But that success is triggering a…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Yuan at 6.80 Is a Policy Choice Not a Crisis
Episode 87 of China Economy with Fexingo: Lucas and Luna examine the yuan's surprising stability at 6.80 per dollar through mid-2026 — a flat line while…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Stocks Benefit from a Weaker Dollar
In this episode of China Economy with Fexingo, hosts Lucas and Luna explore how the weakening US dollar is boosting Chinese equities. With the trade-weighted…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas EV Battery Recycling Race Is Heating Up
China produces over 70% of the world's lithium-ion batteries, but a wave of used EV batteries is about to hit the recycling stream. In this episode, Lucas…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China Electric Vehicle Exports Face EU Tariff Escalation
Episode 84 of China Economy with Fexingo examines the new EU tariffs on Chinese electric vehicle imports, which kicked in this month. Lucas and Luna break down…
- 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…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Youth Unemployment Is Reshaping Consumer Spending
China's youth unemployment rate hit a record 20.8% in May 2026, sparking a shift in consumer behavior among young urban workers. Lucas and Luna examine…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China Widens Export Curbs on Japan Targeting Drone and Defense Sectors
Today's episode examines China's latest escalation in its technology export control campaign: broadening restrictions on shipments to Japan…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Is Using Currency Swaps to Sidestep the Dollar
China's quiet weapon in the global currency war isn't a yuan peg or reserve status — it's bilateral swap lines. In Episode 80 of China Economy…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China's Memory Chip Push Is Running Into Headwinds
As a global memory shortage shakes Apple and Microsoft, China's ambitious domestic chipmaking drive faces a critical test. Lucas and Luna examine how…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Digital Yuan Is Reshaping Cross-Border Payments
China's digital yuan, or e-CNY, is moving beyond domestic retail trials and into cross-border settlement. As of mid-2026, the People's Bank of China…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Belt and Road Is Shifting to Digital Infrastructure
In this episode of China Economy with Fexingo, Lucas and Luna explore a major shift in Beijing's infrastructure strategy: from concrete ports and railways…
- 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…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Tech Stocks Are Routed Despite Strong Earnings
On June 26, 2026, Chinese tech stocks listed in the U.S. are in freefall: Alibaba down 11.2% in five days, JD.com down 8.6%, Baidu off 7%. This comes on the…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Consumer Stocks Are Getting Crushed by Trade War Pain
Chinese tech and consumer stocks like Alibaba (BABA), JD.com, and Baidu (BIDU) are getting hammered this week even as broader markets wobble. The iShares China…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Youth Unemployment Is Straining Its Banking System
On this episode of China Economy with Fexingo, Lucas and Luna examine how China's persistently high youth unemployment rate is starting to ripple through…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinese Consumer Stocks Are Falling Despite Strong Data
Chinese consumer stocks like Alibaba, JD.com, and Pinduoduo have dropped sharply this week despite seemingly solid economic data. Lucas and Luna examine the…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Youth Unemployment Is Reshaping Its Economy
China's youth unemployment hit a record 20.8 percent in May 2026, even as the broader job market shows signs of stability. Lucas and Luna explore the…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinese Tech Stocks Are Selling Off Despite Strong Earnings
This episode of China Economy with Fexingo digs into the sharp sell-off in Chinese tech stocks in late June 2026. Over the past week, the iShares China…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China's Yuan Weakness Is Reshaping Import Markets
In this episode of China Economy with Fexingo, Lucas and Luna examine a surprising consequence of the yuan's recent slide: China's import bill is…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China Factory Towns Thrive as Yuan Weakens Trade Surplus
While China's overall trade surplus widens, a surprising divergence is emerging: factory towns are outperforming major coastal hubs. Lucas and Luna drill…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China Retaliatory Trade Curbs Hit Pentagon Blacklist Firms
On June 22, 2026, China imposed trade restrictions on dozens of US companies in response to the Pentagon's latest blacklist. This episode breaks down the…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Consumer Slowdown Is Squeezing Small Manufacturers
Episode 66 of China Economy with Fexingo examines how the gap between China's export boom and domestic spending weakness is squeezing small and mid-sized…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Rare Earth Dominance Is Facing a New Threat
Lucas and Luna examine a surprising development in China's rare earth supply chain: the country's growing reliance on imports of processed rare earth…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China's Yuan Weakness Reshapes Global Supply Chains
In this episode of China Economy with Fexingo, Lucas and Luna examine how the yuan's decline to 6.76 per dollar is accelerating a shift in global supply…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Factory Towns Are Becoming the New Growth Drivers
Episode 63 of China Economy with Fexingo dives into a shift that's quietly reshaping the world's second-largest economy: China's smaller factory…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Is Betting Billions on African Lithium Refineries
Episode 62 of China Economy with Fexingo. Lucas and Luna explore China's strategic push into lithium refining in Africa. With the yuan at 6.76 per dollar…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Is Stockpiling Rare Earths Beyond Its Borders
Episode 61 of China Economy with Fexingo examines why Chinese companies are quietly buying rare earth mining assets in Africa and South America, even as…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Yuan Weakness Is Boosting Its Bond Market
In Episode 60 of China Economy with Fexingo, Lucas and Luna examine a surprising trend: as the yuan weakens against the dollar, foreign investors are piling…
- 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 racing to build factories in Mexico, aiming to skirt US tariffs and tap into North American supply chains. Lucas and Luna…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas EV Dominance Is Splitting Asia Trade Blocs
Episode 58 of China Economy with Fexingo. Lucas and Luna examine how China's electric vehicle exports are reshaping trade alliances in Asia. With Chinese…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinese Yuan Is Weakening Despite Trade Surplus
Episode 57 of China Economy with Fexingo. Lucas and Luna unpack a growing disconnect in China's markets: exports are up, trade surplus is narrowing but…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Solar Exports Are Outpacing Its Trade War
Episode 56 of China Economy with Fexingo. Lucas and Luna examine why China's solar panel exports surged 28% year-over-year in May 2026, even as US tariffs…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinese Retail Sales Tumbled in May 2026
Episode 55 of China Economy with Fexingo examines why China's retail sales posted their first drop in over three years in May 2026, even as exports remain…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinese Factory Towns Are Outperforming Shanghai Stocks
Episode 54 of China Economy with Fexingo dives into a surprising divergence: while Chinese equities like the KraneShares CSI China Internet ETF (KWEB) are up…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinese Companies Are Buying US Treasury Bonds Again
In Episode 53 of China Economy with Fexingo, Lucas and Luna examine a surprising trend: despite trade tensions and a weakening yuan, Chinese corporations are…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China State Banks Are Quietly Backstopping Local Debt
Episode 52 of China Economy with Fexingo: Lucas and Luna examine a little-noticed shift in China's financial system: state-owned banks are increasing…