{"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 Youth Unemployment Is Straining Its Banking System","slug":"how-chinas-youth-unemployment-is-straining-its-banking-system","published_at":"2026-06-25T06:31:04+00:00","page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/how-chinas-youth-unemployment-is-straining-its-banking-system","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-0073.mp3","audio_url":"https://audio.fexingo.com/business/china-economy/episode-0073.mp3","summary":"On this episode of China Economy with Fexingo, Lucas and Luna examine how China's persistently high youth unemployment rate is starting to ripple through the banking sector. With the latest data showing urban youth joblessness above 20 percent, they explore the link to rising consumer loan defaults and the stress on small and mid-sized banks that have heavy exposure to unsecured lending. They also discuss how the People's Bank of China is responding with targeted liquidity measures, and what this means for investors in Chinese bank stocks and the broader financial system. The conversation uses specific numbers from recent trade and currency data to frame the economic backdrop. As of June 2026, the yuan has weakened past 6.77 per dollar, and the trade-weighted dollar index remains elevated at 120.4. Lucas and Luna connect these macro trends to the micro reality for millions of young Chinese workers and the lenders that serve them. #ChinaEconomy #YouthUnemployment #BankingSystem #ConsumerDefaults #ChineseBanks #PBOC #YuanWeakness #EconomicPolicy #TradeSurplus #FiscalStimulus #NonPerformingLoans #SmallAndMidSizedBanks #LaborMarket #AsiaMarkets #FexingoBusiness #BusinessPodcast #Economics #ChinaFinance Keep every episode free: buymeacoffee.com/fexingo","meta_description":"On this episode of China Economy with Fexingo, Lucas and Luna examine how China's persistently high youth unemployment rate is starting to ripple through…","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-chinas-youth-unemployment-is-straining-its-banking-system/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-youth-unemployment-is-straining-its-banking-system.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}