{"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 Yuan Trade Disconnect Is Growing Again","slug":"why-china-yuan-trade-disconnect-is-growing-again","published_at":"2026-06-12T06:21:26+00:00","page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/why-china-yuan-trade-disconnect-is-growing-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-0046.mp3","audio_url":"https://audio.fexingo.com/business/china-economy/episode-0046.mp3","summary":"Episode 46: Lucas and Luna examine the growing gap between China's yuan and its stock market. Despite the yuan holding steady at 6.77 per dollar, Chinese ADRs like Alibaba and Baidu have fallen sharply. The hosts explore why export-driven manufacturing is decoupling from consumer and tech stocks, and what the trade data — exports at $3.53 trillion annualized — reveals about a two-speed economy. Lucas draws on the latest trade balance figures and compares the performance of the FXI ETF (up 0.5% in 5 days) against individual stocks like BABA (down 6.1%). Luna questions whether foreign investors are mispricing China's real economic strength. The episode ties together trade flows, currency stability, and sector divergence to explain why the yuan alone no longer tells the story of China's markets. #ChinaEconomy #Yuan #TradeBalance #ChineseStocks #Alibaba #Baidu #ADRs #FXIEtf #KWEB #Decoupling #Manufacturing #Exports #Currency #TradeWar #Economics #FexingoBusiness #BusinessPodcast #AsiaMarkets Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Episode 46: Lucas and Luna examine the growing gap between China's yuan and its stock market. Despite the yuan holding steady at 6.77 per dollar, Chinese…","key_points":[],"chapters":[],"topics":[],"duration_seconds":463,"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-yuan-trade-disconnect-is-growing-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-yuan-trade-disconnect-is-growing-again.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}