{"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 Chinas Consumer Stocks Are Falling Faster Than Factories","slug":"why-chinas-consumer-stocks-are-falling-faster-than-factories","published_at":"2026-06-09T18:31:39+00:00","page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/why-chinas-consumer-stocks-are-falling-faster-than-factories","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-0041.mp3","audio_url":"https://audio.fexingo.com/business/china-economy/episode-0041.mp3","summary":"China's consumer stocks are getting hammered while industrial production stays robust. Lucas and Luna dig into the divergence: PDD and JD are down 4-6% in the last week even as factory exports hit records. They explore why household spending hasn't bounced back, what the yuan's stability means for importers, and whether Beijing's stimulus has run its course. Plus, a look at how port volume data contradicts the weak consumer sentiment numbers. Specific data points: PDD at $81.90, NIO at $5.30, and the yuan holding at 6.77 per dollar despite trade tensions. #ChinaConsumerStocks #PDD #JD #NIO #Yuan #BeijingStimulus #FactoryBoom #PortVolume #TradeTensions #ConsumerSentiment #Economics #BusinessPodcast #FexingoBusiness #ChinaEconomy #IndustrialProduction #HouseholdSpending #Tariffs2026 #AsiaMarkets Keep every episode free: buymeacoffee.com/fexingo","meta_description":"China's consumer stocks are getting hammered while industrial production stays robust. Lucas and Luna dig into the divergence: PDD and JD are down 4-6% in…","key_points":[],"chapters":[],"topics":[],"duration_seconds":449,"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-chinas-consumer-stocks-are-falling-faster-than-factories/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-chinas-consumer-stocks-are-falling-faster-than-factories.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}