{"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 Stocks Are Falling Despite Strong Yuan and Trade Surplus","slug":"why-china-stocks-are-falling-despite-strong-yuan-and-trade-surplus","published_at":"2026-06-26T18:55:18+00:00","page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/why-china-stocks-are-falling-despite-strong-yuan-and-trade-surplus","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-0076.mp3","audio_url":"https://audio.fexingo.com/business/china-economy/episode-0076.mp3","summary":"Chinese stocks listed in the US have dropped sharply this week, with Alibaba down 10% in five days and other big tech names off 5-7%. Lucas and Luna dig into why the selloff is happening even as the yuan holds steady and China's trade surplus remains intact. They focus on a specific mechanism: the rising trade-weighted US dollar index (now at 120.4) and its effect on dollar-denominated Chinese ADRs. The episode also examines how the latest Trump tariff threats against digital services taxes are adding a new layer of uncertainty for Chinese tech firms with global revenue exposure. Along the way, Lucas shares a telling data point about the relationship between the dollar index and Chinese ADR performance over the past year. This is a tight, numbers-driven episode for anyone trying to understand what's really moving China markets in mid-2026. #ChinaStocks #ChinaEconomy #Alibaba #JD #Baidu #NIO #PDD #FXI #KWEB #MCHI #Yuan #USDollar #TradeSurplus #Tariffs #DigitalServicesTax #TechStocks #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Chinese stocks listed in the US have dropped sharply this week, with Alibaba down 10% in five days and other big tech names off 5-7%. Lucas and Luna dig i…","key_points":[],"chapters":[],"topics":[],"duration_seconds":401,"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-stocks-are-falling-despite-strong-yuan-and-trade-surplus/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-stocks-are-falling-despite-strong-yuan-and-trade-surplus.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}