{"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":"Why China Bonds Are Drawing Foreign Investors Again","slug":"why-china-bonds-are-drawing-foreign-investors-again","published_at":"2026-06-14T06:15:39+00:00","page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/why-china-bonds-are-drawing-foreign-investors-again","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-0051.mp3","audio_url":"https://audio.fexingo.com/business/china-economy/episode-0051.mp3","summary":"Foreign holdings of Chinese government bonds have risen for five straight months as of June 2026, reversing a two-year outflow trend. Lucas and Luna break down the drivers: a stabilizing yuan pinned near 6.77 per dollar, a yield premium over US Treasuries that has widened to roughly 160 basis points, and Beijing's quiet push to include more onshore bonds in global indexes. They also examine why this capital inflow hasn't boosted Chinese stocks, with the KWEB ETF up just 1.4% over the past week while the yuan holds steady. The conversation touches on the 'carry trade' logic that is drawing yield-seeking foreign funds, the role of China's central bank in managing expectations, and what this divergence between bond and equity flows says about investor conviction in China's long-term growth story. #ChinaBonds #ForeignInvestment #Yuan #PBOC #YieldPremium #CarryTrade #BondMarket #CapitalFlows #EmergingMarkets #FixedIncome #FXI #KWEB #ChinaEconomy #Economics #FexingoBusiness #BusinessPodcast #ChinaMarkets #SovereignDebt Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Foreign holdings of Chinese government bonds have risen for five straight months as of June 2026, reversing a two-year outflow trend. Lucas and Luna break…","key_points":[],"chapters":[],"topics":[],"duration_seconds":336,"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/why-china-bonds-are-drawing-foreign-investors-again/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/why-china-bonds-are-drawing-foreign-investors-again.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}