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 China Bonds Are Drawing Foreign Investors Again
Foreign holdings of Chinese government bonds have risen for five straight months as of June 2026, reversing a two-year outflow trend. Lucas and Luna break down…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China E-Commerce Giants Are Rewriting Southeast Asian Retail
China's e-commerce leaders, Alibaba and PDD, are battling for Southeast Asia's rapidly digitizing consumer market. With Alibaba's Lazada…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China EV Makers Are Pivoting to Southeast Asia
Chinese electric-vehicle exports to Europe are slowing as tariffs and geopolitical friction mount. But on the ground in Thailand and Indonesia, Chinese EV…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinese Green Bonds Are Reshaping Local Government Debt
Episode 48 of China Economy with Fexingo dives into the rapid growth of China's green bond market — now over $1.3 trillion globally, with China issuing…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Chip Self-Sufficiency Is Reshaping Global Tech
Episode 47 of China Economy with Fexingo examines the rapid rise of China's domestic semiconductor industry and its implications for global supply chains…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Yuan Trade Disconnect Is Growing Again
Episode 46: Lucas and Luna examine the growing gap between China's yuan and its stock market. Despite the yuan holding steady at 6.77 per dollar, Chinese…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinese Consumer Stocks Are Underperforming Exports
Episode 45 of China Economy with Fexingo dives into a puzzling divergence: why Chinese consumer-facing stocks like Alibaba and JD.com are falling sharply while…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How China Province Bonds Are Funding Local Factories
China bonds are booming specifically at the provincial level, and the money isn't going to infrastructure or housing — it's flowing directly into…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Tech Stocks Are Decoupling From the Yuan
Episode 43 of China Economy with Fexingo examines a puzzling divergence in June 2026: China tech stocks like Baidu and Alibaba are plunging — Baidu down over…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Green Bonds Are Booming Despite Trade Tensions
Episode 42 of China Economy with Fexingo. Lucas and Luna unpack the surprising surge in China's green bond issuance, which hit $100 billion in May 2026 —…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Consumer Stocks Are Falling Faster Than Factories
China's consumer stocks are getting hammered while industrial production stays robust. Lucas and Luna dig into the divergence: PDD and JD are down 4-6% in…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Factory Towns Are Booming While Cities Lag
Episode 40 of China Economy with Fexingo examines a striking divergence: China's factory towns are seeing booming retail sales and rising wages, while…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Stocks Are Falling More Than the Yuan
Chinese equities are tumbling in June 2026, with the KWEB ETF down over 7% in five days, while the yuan barely budges against the dollar. Lucas and Luna…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Bond Yields Are Falling While Stocks Struggle
China's ten-year government bond yield just hit a 22-year low, trading below 1.9 percent as of early June 2026. In this episode, Lucas and Luna unpack why…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Port Volume Is a Better Growth Gauge Than GDP
Episode 37 of China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets. Lucas and Luna debate why China's port volume may be a…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
What China's EV Export Route Reveals About Trade Strategy
China's electric vehicle exports are finding new paths to global markets despite tariff barriers. Lucas and Luna examine how BYD and other Chinese EV…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Factory Managers Are Buying US Treasuries
Episode 35 of China Economy with Fexingo: Lucas and Luna explore a surprising anomaly in China's capital flows. Despite Beijing's push to…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Port Traffic Tells a Truer Story Than GDP
Lucas and Luna dig into the disconnect between China's official GDP growth and its real-world port traffic, which hit a record high in May 2026. They…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Stocks Are Falling Faster Than the Yuan
On June 5, 2026, China ETFs like FXI and KWEB are down sharply even as the yuan stabilizes near 6.77 per dollar. Lucas and Luna dissect the divergence: U.S…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Consumer Confidence Lags Its Factory Boom
China's factories are humming, but its consumers remain cautious. Lucas and Luna examine the disconnect between record industrial output and stubbornly…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why High-End Manufacturing Is Driving China Export Growth
China's export data hit a record $3.5 trillion in 2026, but the composition has shifted dramatically. Lucas and Luna examine how Chinese manufacturers are…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Port Volume Is a Better Growth Gauge Than GDP
China's economic data has been confusing lately: GDP is up, but consumer spending is sluggish. In this episode, Lucas and Luna look past the headline…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China's Property Sector Is Stabilizing Without a Consumer Rebound
Lucas and Luna examine a peculiar divergence in China's economy: property sales and prices are leveling off in several major cities, yet consumer spending…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Stocks Are Rallying Despite New Tariff Threats
Chinese equities are posting their best week in months, even as the U.S. proposes sweeping new tariffs on 60 economies over forced labor trade practices. Lucas…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China Tech ETFs Surge Despite Trade Concerns
Episode 27 examines the surprising rally in China tech ETFs and major stocks like Alibaba, Baidu, and NIO in early June 2026, even as trade tensions and a…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China EV Stocks Are Splitting From the Yuan Again
In this episode, Lucas and Luna examine a striking divergence in China markets as of early June 2026: while the yuan holds steady around 6.77 per dollar and…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why the Yuan Is Winning Against Tariffs in 2026
Lucas and Luna unpack a counterintuitive story: the Chinese yuan is strengthening despite trade tensions and a slowing domestic economy. They examine why the…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Trade Surplus Is Shrinking Despite Record Exports
Episode 24 of China Economy with Fexingo: Lucas and Luna examine why China's trade surplus is narrowing even as exports hit new highs. With exports at…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Chinas Property Sector Stabilizes Without a Consumer Rebound
Episode 23 of China Economy with Fexingo takes a fresh angle: China's property sector is showing signs of stabilization — home sales in tier-1 cities are…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Baidu and NIO Are Bucking the China Selloff
While most China stocks have been sliding in May 2026, Baidu and NIO are up 5.9% and 7.7% respectively over the past five days. Lucas and Luna dig into…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China EV Stocks Are Splitting From the Yuan
Lucas and Luna examine a surprising divergence in May 2026: Chinese EV makers like NIO and BYD are gaining despite a weakening yuan, while e-commerce stocks…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinese Tech Stocks Are Diverging From the Yuan
Baidu is up almost six percent in a week while Pinduoduo is down more than ten percent. The yuan is stable near 6.79 per dollar. Lucas and Luna dig into…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Wealth Effect Isnt Reaching Its Consumers
China's stock market has been volatile in 2026, with tech stocks like Pinduoduo down over 10% in a week, yet consumer companies like JD and Alibaba tell a…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why JD and Pinduoduo Tell Different Stories About China Consumption
China's consumer economy is sending mixed signals. While Pinduoduo tumbled over 15% in five days, JD.com fell more than 7%. But the divergence isn't…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Pinduoduo Is Down 16 Percent in a Week
China's e-commerce giant Pinduoduo lost 16.2% in the five trading days ending May 28, 2026, far outpacing declines in Alibaba and JD.com. Lucas and Luna…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Tech Stocks Are Splitting From the Yuan
Lucas and Luna examine a perplexing divergence in China markets: while the yuan has stabilized near 6.79 per dollar, the KWEB China internet ETF has dropped…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Tech ETFs Are Diverging From the Yuan
This episode of China Economy with Fexingo examines a striking disconnect in May 2026: China-focused ETFs like FXI, KWEB, and MCHI are all down sharply over…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Chinas Consumer vs Market Divergence in 2026
In this episode of China Economy with Fexingo, Lucas and Luna examine a striking divergence: while Chinese e-commerce and tech stocks like Alibaba, JD, and…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China's Trade Surplus Is Shrinking Despite Record Exports
China's exports hit a record $3.5 trillion in 2025, yet its trade surplus is narrowing because imports are growing even faster. Lucas and Luna dig into…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why NIO Is Down 11 Percent in a Week
Chinese EV maker NIO has dropped more than 11 percent in five trading days, far outpacing the broader China sell-off. Lucas and Luna break down what's…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Tech Stocks Are Splitting From the Yuan
China's yuan is near multi-year lows against the dollar, yet Chinese tech stocks like Alibaba and Baidu are falling even faster. In this episode, Lucas…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China's Bond Market Is Decoupling From Its Stock Slump
In this episode of China Economy with Fexingo, Lucas and Luna examine a surprising divergence in Chinese markets: while the CSI 300 and Hong Kong-listed tech…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
What China's Falling Tech Stocks Reveal About May 2026
China's big tech names are sliding this week: Baidu down seven percent, NIO off more than eleven percent, even Alibaba dropping. Lucas walks through…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Oil Demand Is Slowing Even as Its Economy Grows
Episode 8 of China Economy with Fexingo: Lucas and Luna look at a puzzle in the data. China's GDP keeps climbing, but its oil imports and refinery runs…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Yuan Weakness Is Splitting Asian Exporters
The yuan has hit a multi-year low against the dollar, but this episode argues that the old playbook—a weak yuan helps Chinese exporters—is breaking down. Lucas…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinese EV Makers Are Pivoting to Europe Amid Trade Tensions
Episode 6 of China Economy with Fexingo drills into a strategic shift as Chinese electric vehicle manufacturers, led by BYD and NIO, accelerate exports to…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why China Tech Stocks Are Falling Despite Earnings Growth
China tech stocks are in a prolonged slump this May 2026, with the KWEB ETF down over 4% in a week and NIO losing 11%. Lucas and Luna dig into the disconnect…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
China Consumers Are Saving Not Spending What That Means for 2026
Episode 4 of China Economy with Fexingo looks at a striking shift: Chinese households are piling into bank deposits at the fastest clip in a decade, while…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
What China's Export Engine Tells Us About 2026
Lucas and Luna dig into the latest Chinese trade data — exports are up, imports are up even more, and the trade surplus is narrowing. They look at what that…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Huawei Is Winning China's AI Chip Race Against Nvidia
Nvidia has essentially conceded China's AI chip market to Huawei, a seismic shift in the semiconductor landscape. In this episode, Lucas and Luna break…
- China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
The Yuan at 6.81 What It Signals About Chinas Economy
In the debut episode of China Economy with Fexingo, Lucas and Luna anchor on a single number: the yuan trading at 6.81 per dollar. That's a 10-month low…