{"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 Rare Earth Dominance Is Facing a New Threat","slug":"why-chinas-rare-earth-dominance-is-facing-a-new-threat","published_at":"2026-06-21T06:26:26+00:00","page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/why-chinas-rare-earth-dominance-is-facing-a-new-threat","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-0065.mp3","audio_url":"https://audio.fexingo.com/business/china-economy/episode-0065.mp3","summary":"Lucas and Luna examine a surprising development in China's rare earth supply chain: the country's growing reliance on imports of processed rare earth materials from Southeast Asia and Africa. With new refining capacity coming online in Vietnam and Myanmar, China's stranglehold on global rare earth processing is weakening. The episode drills into the numbers: China still controls 90% of refining but imports of rare earth concentrates surged 40% year-over-year in the first quarter of 2026. Lucas explains how Beijing is responding — by stockpiling and investing in overseas mines — and what this means for the clean energy transition and defense supply chains. The hosts also discuss the yuan's recent depreciation, which makes Chinese rare earth exports cheaper but import costs higher, creating a strategic dilemma. Featuring data from the latest trade balance figures and the yuan at 6.76 per dollar. #RareEarths #ChinaEconomy #SupplyChain #CleanEnergy #Defense #Yuan #Trade #Vietnam #Myanmar #CriticalMinerals #Mining #StrategicStockpile #Processing #Geopolitics #Economics #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Lucas and Luna examine a surprising development in China's rare earth supply chain: the country's growing reliance on imports of processed rare earth mate…","key_points":[],"chapters":[],"topics":[],"duration_seconds":433,"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-rare-earth-dominance-is-facing-a-new-threat/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-rare-earth-dominance-is-facing-a-new-threat.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}