Episode
How China Consumer Stocks Are Getting Crushed by Trade War Pain
- Published
- Jun 25, 2026
- Duration seconds
- 525
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Summary
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 Large-Cap ETF (FXI) is down over 5% in five days, and the KraneShares CSI China Internet ETF (KWEB) has lost more than 6%. Lucas and Luna drill into what's driving the selloff: the escalating trade war with the US, a weakening yuan pushing 6.77 per dollar, and fears of a consumer slowdown in China. They unpack why e-commerce giant Alibaba is down 11% in a week, why discount retailer PDD Holdings is sliding too, and how the retaliatory tariffs from Beijing are hitting the very companies that depend on cross-border trade. Plus, a look at China's trade surplus narrowing and what that means for its currency. A focused episode for anyone wondering if Chinese stocks are a bargain or a value trap. #ChinaStocks #Alibaba #JDcom #Baidu #PDD #FXI #KWEB #TradeWar #Yuan #ConsumerStocks #TechSelloff #ChinaEconomy #Economics #FexingoBusiness #BusinessPodcast #Podcast #Investing #EmergingMarkets Keep every episode free: buymeacoffee.com/fexingo