{"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 EV Makers Are Building Factories in Mexico","slug":"how-china-ev-makers-are-building-factories-in-mexico-2","published_at":"2026-07-14T18:44:37+00:00","page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/how-china-ev-makers-are-building-factories-in-mexico-2","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-0112.mp3","audio_url":"https://audio.fexingo.com/business/china-economy/episode-0112.mp3","summary":"Chinese electric vehicle makers are quietly building factories in Mexico, a strategy that lets them bypass US tariffs and serve the North American market. In this episode, Lucas and Luna examine why BYD, SAIC, and other Chinese automakers are setting up assembly plants in northern Mexico, how the US-Mexico-Canada Agreement's rules of origin factor in, and what this means for the Biden administration's push to boost domestic EV supply chains. They discuss the specific tax advantages, labor cost differences, and the potential backlash from US lawmakers. With NIO's stock up 2.1% over five days and broader Chinese EV exports surging, this cross-border production shift is reshaping trade flows and could redefine the geopolitics of electric vehicles. The hosts also touch on how Tesla's Mexican plant announcement may have accelerated the trend. #ChinaEconomy #BusinessPodcast #FexingoBusiness #Economics #EVPolicy #MexicoManufacturing #BYD #SAIC #NIO #USChinaTrade #Tariffs #NorthAmericaSupplyChain #TradePolicy #IndustrialPolicy #EVSupplyChain #Geopolitics #ManufacturingStrategy #CrossBorderTrade Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Chinese electric vehicle makers are quietly building factories in Mexico, a strategy that lets them bypass US tariffs and serve the North American market.…","key_points":[],"chapters":[],"topics":[],"duration_seconds":407,"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-ev-makers-are-building-factories-in-mexico-2/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-ev-makers-are-building-factories-in-mexico-2.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}