{"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 Solar Manufacturing Dominance Is Reshaping Global Energy Markets","slug":"how-chinas-solar-manufacturing-dominance-is-reshaping-global-energy-markets","published_at":"2026-07-05T06:39:38+00:00","page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/how-chinas-solar-manufacturing-dominance-is-reshaping-global-energy-markets","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-0093.mp3","audio_url":"https://audio.fexingo.com/business/china-economy/episode-0093.mp3","summary":"China now produces over 80 percent of the world's solar polysilicon, wafers, cells, and modules. As the EU and US impose new tariffs on Chinese solar imports, Beijing is pivoting to build out domestic renewable energy capacity and export factories to Southeast Asia. Lucas and Luna examine the economics of China's solar overcapacity, the impact on global clean energy prices, and whether the strategy of subsidizing production to drive out competitors is sustainable. They discuss the role of state-owned banks, the shift to distributed solar in rural China, and what the latest trade data tells us about the resilience of China's green tech exports. A focused look at one industry that epitomizes the tension between China's industrial policy and global trade rules. #China #SolarEnergy #RenewableEnergy #TradeWar #Manufacturing #Polysilicon #GreenTech #IndustrialPolicy #Economics #GlobalTrade #SoutheastAsia #EnergyTransition #Tariffs #Overcapacity #CleanEnergy #FexingoBusiness #BusinessPodcast #ChinaEconomy Keep every episode free: buymeacoffee.com/fexingo","meta_description":"China now produces over 80 percent of the world's solar polysilicon, wafers, cells, and modules. As the EU and US impose new tariffs on Chinese solar impo…","key_points":[],"chapters":[],"topics":[],"duration_seconds":569,"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-solar-manufacturing-dominance-is-reshaping-global-energy-markets/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-solar-manufacturing-dominance-is-reshaping-global-energy-markets.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}