{"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 Tech Stocks Are Decoupling From the Yuan","slug":"why-china-tech-stocks-are-decoupling-from-the-yuan","published_at":"2026-06-10T18:29:49+00:00","page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/why-china-tech-stocks-are-decoupling-from-the-yuan","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-0043.mp3","audio_url":"https://audio.fexingo.com/business/china-economy/episode-0043.mp3","summary":"Episode 43 of China Economy with Fexingo examines a puzzling divergence in June 2026: China tech stocks like Baidu and Alibaba are plunging — Baidu down over 12% in five days — while the yuan holds steady near 6.77 per dollar. Lucas and Luna unpack why trade-weighted dollar strength and a shift in foreign investor sentiment are breaking the old correlation. They explore how U.S. tariff threats, AI policy uncertainty, and a rotation into value sectors are driving the selloff, even as the currency remains resilient. A concrete look at what the decoupling means for investors watching China exposure. #ChinaEconomy #ChinaTech #Yuan #USDCNY #Baidu #Alibaba #BABA #BIDU #KWEB #MCHI #TradeWar #Tariffs #Decoupling #EmergingMarkets #FexingoBusiness #BusinessPodcast #Economics #ChinaStocks Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Episode 43 of China Economy with Fexingo examines a puzzling divergence in June 2026: China tech stocks like Baidu and Alibaba are plunging — Baidu down o…","key_points":[],"chapters":[],"topics":[],"duration_seconds":602,"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-tech-stocks-are-decoupling-from-the-yuan/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-tech-stocks-are-decoupling-from-the-yuan.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}