{"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 Chinas EV Battery War Is Reshaping the Industry","slug":"how-chinas-ev-battery-war-is-reshaping-the-industry","published_at":"2026-07-13T18:55:48+00:00","page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/how-chinas-ev-battery-war-is-reshaping-the-industry","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-0110.mp3","audio_url":"https://audio.fexingo.com/business/china-economy/episode-0110.mp3","summary":"China's electric vehicle battery sector is in the midst of a brutal price war, with manufacturers slashing costs to gain market share. In this episode, Lucas and Luna examine how this competition is reshaping global supply chains, squeezing margins for companies like CATL and BYD, and accelerating the shift to cheaper lithium-iron-phosphate batteries. They discuss the implications for automakers, raw material suppliers, and the broader push toward electrification. With battery prices dropping nearly 30% year-over-year, the episode explores whether this is a short-term shakeout or a structural change that will define the next decade of energy storage. Tune in for a deep dive into the numbers and strategies driving China's battery battle. #China #EVBatteries #CATL #BYD #Lithium #LFP #PriceWar #SupplyChain #ElectricVehicles #BatteryIndustry #Economics #FexingoBusiness #BusinessPodcast #ChinaEconomy #EnergyStorage #Manufacturing #GlobalTrade #AsiaMarkets Keep every episode free: buymeacoffee.com/fexingo","meta_description":"China's electric vehicle battery sector is in the midst of a brutal price war, with manufacturers slashing costs to gain market share. In this episode, Lu…","key_points":[],"chapters":[],"topics":[],"duration_seconds":464,"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-chinas-ev-battery-war-is-reshaping-the-industry/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-chinas-ev-battery-war-is-reshaping-the-industry.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}