# How China Consumer Stocks Are Getting Crushed by Trade War Pain

Page: https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/how-china-consumer-stocks-are-getting-crushed-by-trade-war-pain
Text version: https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/how-china-consumer-stocks-are-getting-crushed-by-trade-war-pain.md
Podcast: [China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets](https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760)
Published: 2026-06-25T18:40:23+00:00
Episode link: https://audio.fexingo.com/business/china-economy/episode-0074.mp3
Audio file: https://audio.fexingo.com/business/china-economy/episode-0074.mp3
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Duration seconds: 525

## Resource

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

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