{"podcast":{"title":"China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets","slug":"china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760","podcast_index_feed_id":7871760,"rss_url":"https://feeds.fexingo.com/business/china-economy.xml","website_url":"https://www.fexingo.com/","image_url":"https://audio.fexingo.com/business/china-economy/cover.png","author":"Fexingo","episode_count":120,"summary":"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 impact of export controls on semiconductors, or the shifting dynamics of ASEAN supply chains, this show serves investors, analysts, and executives who need to understand China's role in global markets — not headlines, but the underlying incentives and constraints. Expect a calm, evidence-based dissection of what works, what doesn't, and what could change next. Lucas challenges official narratives with data; Luna asks the uncomfortable questions about debt, demographics, and decoupling. Each episode leaves you with a clearer map of the risks and opportunities in the world's most consequential economy. How will China's stimulus affect your portfolio — and when does the trade war become a cold w…","last_synced_at":"2026-07-19T06:17:55.317167+00:00","page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760"},"episode":{"title":"China Widens Export Curbs on Japan Targeting Drone and Defense Sectors","slug":"china-widens-export-curbs-on-japan-targeting-drone-and-defense-sectors","published_at":"2026-06-29T06:41:17+00:00","page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/china-widens-export-curbs-on-japan-targeting-drone-and-defense-sectors","show_page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760","url":"https://audio.fexingo.com/business/china-economy/episode-0081.mp3","audio_url":"https://audio.fexingo.com/business/china-economy/episode-0081.mp3","summary":"Today's episode examines China's latest escalation in its technology export control campaign: broadening restrictions on shipments to Japan, specifically targeting drone makers, nuclear firms, and defense research institutes. Lucas and Luna discuss what's driving this move—retaliation for Japan's semiconductor equipment export curbs, plus a message to the U.S. ahead of trade talks. They unpack the market reaction: iShares China Large-Cap ETF (FXI) fell 5.5% in five days, Alibaba dropped nearly 10%, and Baidu lost over 6%. They also weigh the risk of a full-blown tech decoupling in Asia and what it means for investors in Chinese equities. No hot takes—just grounded analysis with specific data points from the latest headlines. #ChinaEconomy #ExportControls #JapanTrade #TechDecoupling #DroneTechnology #DefenseSector #NuclearEnergy #SemiconductorChips #Alibaba #Baidu #BATStocks #FXI #KWEB #AsiaMarkets #FexingoBusiness #BusinessPodcast #Economics #TradeWar Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Today's episode examines China's latest escalation in its technology export control campaign: broadening restrictions on shipments to Japan, specifically…","key_points":[],"chapters":[],"topics":[],"duration_seconds":488,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/episodes/china-widens-export-curbs-on-japan-targeting-drone-and-defense-sectors/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/china-widens-export-curbs-on-japan-targeting-drone-and-defense-sectors.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}