{"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":"How China Consumer Stocks Are Getting Crushed by Trade War Pain","slug":"how-china-consumer-stocks-are-getting-crushed-by-trade-war-pain","published_at":"2026-06-25T18:40:23+00:00","page_url":"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","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-0074.mp3","audio_url":"https://audio.fexingo.com/business/china-economy/episode-0074.mp3","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","meta_description":"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…","key_points":[],"chapters":[],"topics":[],"duration_seconds":525,"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/how-china-consumer-stocks-are-getting-crushed-by-trade-war-pain/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/how-china-consumer-stocks-are-getting-crushed-by-trade-war-pain.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}