{"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 Chinese Tech Stocks Are Selling Off Despite Strong Earnings","slug":"why-chinese-tech-stocks-are-selling-off-despite-strong-earnings","published_at":"2026-06-23T18:49:25+00:00","page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/why-chinese-tech-stocks-are-selling-off-despite-strong-earnings","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-0070.mp3","audio_url":"https://audio.fexingo.com/business/china-economy/episode-0070.mp3","summary":"This episode of China Economy with Fexingo digs into the sharp sell-off in Chinese tech stocks in late June 2026. Over the past week, the iShares China Large-Cap ETF (FXI) dropped 5%, while Alibaba and JD.com fell 7.8% and 8.2% respectively. Lucas and Luna examine the forces behind the move: a global semiconductor rout triggered by a Micron-led tech sell-off in the US, lingering concerns about China's consumer slowdown, and the yuan weakening to 6.77 per dollar. They also discuss how the trade-weighted dollar index at 120.4 is adding pressure on emerging markets. The conversation explores whether this is a buying opportunity or a sign of deeper structural issues for China's tech sector. #ChinaTech #ChineseStocks #Alibaba #JDcom #Baidu #FXI #KWEB #MCHI #YuanWeakness #TradeWar #SemiconductorRout #Micron #ConsumerSlowdown #EmergingMarkets #StrongDollar #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"This episode of China Economy with Fexingo digs into the sharp sell-off in Chinese tech stocks in late June 2026. Over the past week, the iShares China La…","key_points":[],"chapters":[],"topics":[],"duration_seconds":444,"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-chinese-tech-stocks-are-selling-off-despite-strong-earnings/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-chinese-tech-stocks-are-selling-off-despite-strong-earnings.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}