{"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 Is Exporting Deflation Through Steel and Solar","slug":"how-china-is-exporting-deflation-through-steel-and-solar","published_at":"2026-07-10T06:45:34+00:00","page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/how-china-is-exporting-deflation-through-steel-and-solar","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-0103.mp3","audio_url":"https://audio.fexingo.com/business/china-economy/episode-0103.mp3","summary":"China's industrial overcapacity isn't just a domestic problem — it's reshaping global pricing in steel, solar panels, and lithium batteries. On this episode of China Economy with Fexingo, Lucas and Luna examine how Chinese exports have driven down prices of key industrial goods by 20-40 percent over the past year, and what that means for manufacturers in Europe, India, and Southeast Asia. They dig into the specific case of solar module prices, which have fallen so low that Chinese producers are now selling below production cost, triggering anti-dumping investigations. Lucas explains the mechanism: China's combination of state-directed lending, surplus production capacity, and a relatively stable yuan means it can export deflation even as its own consumer prices remain flat. Luna questions whether this is a deliberate trade strategy or a side effect of overinvestment. The episode also touches on the latest China trade balance data and what a stronger euro might mean for export pricing. If you've wondered why your solar installation quote dropped 30 percent this year, this episode explains the macro behind it. #ChinaDeflation #ExportStrategy #SteelOvercapacity #SolarPanelPrices #LithiumBattery #IndustrialGoods #AntiDumping #TradeBalance #YuanPolicy #GlobalPricing #Manufacturing #SoutheastAsia #EuropeTrade #Economics #FexingoBusiness #FexingoPodcast #BusinessPodcast #ChinaEconomy Keep every episode free: buymeacoffee.com/fexingo","meta_description":"China's industrial overcapacity isn't just a domestic problem — it's reshaping global pricing in steel, solar panels, and lithium batteries. On this episo…","key_points":[],"chapters":[],"topics":[],"duration_seconds":490,"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-is-exporting-deflation-through-steel-and-solar/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-is-exporting-deflation-through-steel-and-solar.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}