China Economy with Fexingo: Beijing’s Policies, Trade, and Asia-Pacific Markets

China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets podcast cover
Fexingo Economics

China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets

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 war?

#ChinaEconomy#PBOC#TradeWar#AsiaPacificMarkets#ChineseGDP#Yuan#SemiconductorExports#ASEAN#SupplyChainShift#BeijingPolicy#ExportControls#EmergingMarkets#Economics#FexingoBusiness#BusinessPodcast#DailyEconomics#ChinaTrade#MacroData

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Episodes

144 episodes

Why Chinas Yuan Is Quietly Winning the Reserve Race

Aug 1, 2026 · 8:41
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How China's Current Account Deficit Is Reshaping the Yuan Debate

Jul 30, 2026 · 5:17
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Why JD and PDD Are Surging Despite Chinas Widening Trade Deficit

Jul 30, 2026 · 7:12
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How China Tech Stocks Rally on Fed Pause and Stimulus

Jul 29, 2026 · 6:53
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How Iran Oil Spike Worsens China Trade Deficit

Jul 29, 2026 · 7:27
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Why China Stocks Are Rallying Despite a Widening Trade Deficit

Jul 28, 2026 · 5:36
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How China's Widening Trade Deficit Is Testing Yuan Stability

Jul 28, 2026 · 5:28
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How China Is Defending the Yuan Without Burning Reserves

Jul 27, 2026 · 7:14
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How CXMTs IPO Signals Chinas AI Chip Ambitions

Jul 27, 2026 · 6:04
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How China's Trade Surplus Turned to Deficit

Jul 26, 2026 · 6:19
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Why China Is Letting the Yen Weaken While Keeping the Yuan Stable

Jul 26, 2026 · 8:10
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How China Is Keeping the Yuan Stable Amid New Trump Tariffs

Jul 25, 2026 · 7:43
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How China Is Reshaping Global Trade via New Export Controls

Jul 24, 2026 · 9:41
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How China Is Reshaping Global Supply Chains Via Belt and Road 2.0

Jul 23, 2026 · 7:50
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How China Is Driving the Global Oil Price Surge

Jul 23, 2026 · 8:41
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How China's Yuan Cross-Border Payments Are Bypassing SWIFT

Jul 23, 2026 · 10:08
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How China's Stimulus Is Targeting Consumer Spending

Jul 22, 2026 · 8:25
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How China Is Reshaping Global Fintech via Cross-Border Payments

Jul 22, 2026 · 8:46
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How China Is Winning Africa's Rare Earth Race

Jul 21, 2026 · 9:51
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How Chinas Solar Dominance Is Shifting Global Energy Economics

Jul 21, 2026 · 8:03
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How China Tech Stocks Surged on July 20 2026

Jul 20, 2026 · 7:39
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Chinas New Oil Price Feeds Shock Global Markets

Jul 20, 2026 · 11:48
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How Chinas State Chipmaking Is Reshaping Tech Supply Chains

Jul 19, 2026 · 12:00
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Why China Is Pushing Yuan Trade Settlements in Africa

Jul 19, 2026 · 9:31
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How China Is Building a Parallel Cross-Border Payment System

Jul 18, 2026 · 8:44
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How Chinas AI DeepSeek Is Upending the Model Cost Curve

Jul 18, 2026 · 8:57
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How China Is Becoming a Net Exporter of Capital via State Funds

Jul 17, 2026 · 7:17
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How China Is Using Yuan Trade Settlements to Bypass Dollar Dominance

Jul 17, 2026 · 9:08
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Why Chinas Property Crisis Is Reshaping Its Banking System

Jul 16, 2026 · 8:17
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How Chinas Carbon Market Is Becoming a Global Price Setter

Jul 16, 2026 · 8:36
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How China Is Becoming a Net Exporter of Capital via State Funds

Jul 15, 2026 · 7:49
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Why Chinas Economy Is Slowing as Stimulus Calls Grow

Jul 15, 2026 · 7:07
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How China EV Makers Are Building Factories in Mexico

Jul 14, 2026 · 6:47
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How Chinas June Export Surge Reshapes Global Trade

Jul 14, 2026 · 7:23
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How Chinas EV Battery War Is Reshaping the Industry

Jul 13, 2026 · 7:44
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How Alibaba Is Winning Chinas Cloud AI Arms Race

Jul 13, 2026 · 9:01
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How China's Yuan Depreciation Is Reshaping Export Strategy

Jul 12, 2026 · 7:31
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How Chinas Luxury Slowdown Is Reshaping Global Brand Strategy

Jul 12, 2026 · 7:22
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How Chinas Fentanyl Crackdown Disrupts Global Drug Trafficking

Jul 11, 2026 · 8:49
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How China Trade Strategy Is Shifting as US Deficit Widens

Jul 11, 2026 · 8:06
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How Chinas Youth Job Crisis Is Reshaping the Economy

Jul 10, 2026 · 6:18
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How China Is Exporting Deflation Through Steel and Solar

Jul 10, 2026 · 8:10
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How Chinas Cash-Strapped Cities Are Selling Land to Tech Companies

Jul 9, 2026 · 10:44
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How Chinas Weak Consumer Demand Is Squeezing Corporate Profits

Jul 9, 2026 · 7:40
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How China Tech Stocks Are Surging on Trade Deal Hopes

Jul 8, 2026 · 7:00
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How China's Pinduoduo Is Winning the Value Consumer Bet

Jul 8, 2026 · 8:35
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How China Is Using Green Bonds to Fund the Belt and Road

Jul 7, 2026 · 6:23
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How Chinese AI Models Are Winning US Business Clients

Jul 7, 2026 · 6:33
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How Chinas Rare Earth Dominance Is Becoming a Trade Weapon

Jul 6, 2026 · 9:30
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How Chinas Carbon Market Is Becoming a Global Price Setter

Jul 6, 2026 · 14:36
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Why Chinas Population Decline Is Reshaping Property and Pensions

Jul 5, 2026 · 6:29
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How Chinas Solar Manufacturing Dominance Is Reshaping Global Energy Markets

Jul 5, 2026 · 9:29
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How Chinas Domestic Travel Boom Is Reshaping Retail

Jul 4, 2026 · 9:04
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How China Is Building a Domestic Chip Supply Chain

Jul 4, 2026 · 9:17
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How China Is Using Currency Swaps to Sidestep the Dollar

Jul 3, 2026 · 9:52
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Chinas EV Battery Recycling Race Heats Up

Jul 3, 2026 · 11:58
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How Chinas Electric Vehicle Exports Are Reshaping Global Trade Rules

Jul 2, 2026 · 9:34
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Why Chinas Yuan at 6.80 Is a Policy Choice Not a Crisis

Jul 2, 2026 · 7:13
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How China Stocks Benefit from a Weaker Dollar

Jul 1, 2026 · 9:55
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How Chinas EV Battery Recycling Race Is Heating Up

Jul 1, 2026 · 8:04
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China Electric Vehicle Exports Face EU Tariff Escalation

Jun 30, 2026 · 9:43
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China Factory Activity Surges on Tech Export Demand

Jun 30, 2026 · 7:54
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How Chinas Youth Unemployment Is Reshaping Consumer Spending

Jun 29, 2026 · 10:37
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China Widens Export Curbs on Japan Targeting Drone and Defense Sectors

Jun 29, 2026 · 8:08
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How China Is Using Currency Swaps to Sidestep the Dollar

Jun 28, 2026 · 9:40
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Why China's Memory Chip Push Is Running Into Headwinds

Jun 28, 2026 · 9:06
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Why Chinas Digital Yuan Is Reshaping Cross-Border Payments

Jun 27, 2026 · 9:02
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Why Chinas Belt and Road Is Shifting to Digital Infrastructure

Jun 27, 2026 · 11:22
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Why China Stocks Are Falling Despite Strong Yuan and Trade Surplus

Jun 26, 2026 · 6:41
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Why China Tech Stocks Are Routed Despite Strong Earnings

Jun 26, 2026 · 7:07
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How China Consumer Stocks Are Getting Crushed by Trade War Pain

Jun 25, 2026 · 8:45
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How Chinas Youth Unemployment Is Straining Its Banking System

Jun 25, 2026 · 8:10
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Why Chinese Consumer Stocks Are Falling Despite Strong Data

Jun 24, 2026 · 6:30
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Why Chinas Youth Unemployment Is Reshaping Its Economy

Jun 24, 2026 · 7:30
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Why Chinese Tech Stocks Are Selling Off Despite Strong Earnings

Jun 23, 2026 · 7:24
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How China's Yuan Weakness Is Reshaping Import Markets

Jun 23, 2026 · 8:45
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China Factory Towns Thrive as Yuan Weakens Trade Surplus

Jun 22, 2026 · 7:46
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China Retaliatory Trade Curbs Hit Pentagon Blacklist Firms

Jun 22, 2026 · 7:50
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Why Chinas Consumer Slowdown Is Squeezing Small Manufacturers

Jun 21, 2026 · 11:13
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Why Chinas Rare Earth Dominance Is Facing a New Threat

Jun 21, 2026 · 7:13
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China's Yuan Weakness Reshapes Global Supply Chains

Jun 20, 2026 · 7:12
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How China Factory Towns Are Becoming the New Growth Drivers

Jun 20, 2026 · 5:59
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Why China Is Betting Billions on African Lithium Refineries

Jun 19, 2026 · 7:48
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Why China Is Stockpiling Rare Earths Beyond Its Borders

Jun 19, 2026 · 13:25
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Why Chinas Yuan Weakness Is Boosting Its Bond Market

Jun 18, 2026 · 10:55
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How China EV Makers Are Building Factories in Mexico

Jun 18, 2026 · 6:48
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Why Chinas EV Dominance Is Splitting Asia Trade Blocs

Jun 17, 2026 · 7:42
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Why Chinese Yuan Is Weakening Despite Trade Surplus

Jun 17, 2026 · 6:28
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Why Chinas Solar Exports Are Outpacing Its Trade War

Jun 16, 2026 · 5:49
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Why Chinese Retail Sales Tumbled in May 2026

Jun 16, 2026 · 7:36
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Why Chinese Factory Towns Are Outperforming Shanghai Stocks

Jun 15, 2026 · 8:56
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Why Chinese Companies Are Buying US Treasury Bonds Again

Jun 15, 2026 · 10:03
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How China State Banks Are Quietly Backstopping Local Debt

Jun 14, 2026 · 8:00
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Why China Bonds Are Drawing Foreign Investors Again

Jun 14, 2026 · 5:36
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How China E-Commerce Giants Are Rewriting Southeast Asian Retail

Jun 13, 2026 · 6:54
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Why China EV Makers Are Pivoting to Southeast Asia

Jun 13, 2026 · 10:28
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How Chinese Green Bonds Are Reshaping Local Government Debt

Jun 12, 2026 · 6:43
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How Chinas Chip Self-Sufficiency Is Reshaping Global Tech

Jun 12, 2026 · 6:49
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Why China Yuan Trade Disconnect Is Growing Again

Jun 12, 2026 · 7:43
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Why Chinese Consumer Stocks Are Underperforming Exports

Jun 11, 2026 · 9:58
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How China Province Bonds Are Funding Local Factories

Jun 11, 2026 · 8:33
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Why China Tech Stocks Are Decoupling From the Yuan

Jun 10, 2026 · 10:02
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Why China Green Bonds Are Booming Despite Trade Tensions

Jun 10, 2026 · 7:01
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Why Chinas Consumer Stocks Are Falling Faster Than Factories

Jun 9, 2026 · 7:29
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Why China Factory Towns Are Booming While Cities Lag

Jun 9, 2026 · 8:28
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Why China Stocks Are Falling More Than the Yuan

Jun 8, 2026 · 7:53
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Why China Bond Yields Are Falling While Stocks Struggle

Jun 8, 2026 · 5:48
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Why Chinas Port Volume Is a Better Growth Gauge Than GDP

Jun 7, 2026 · 5:34
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What China's EV Export Route Reveals About Trade Strategy

Jun 7, 2026 · 8:08
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Why China Factory Managers Are Buying US Treasuries

Jun 6, 2026 · 9:05
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Why Chinas Port Traffic Tells a Truer Story Than GDP

Jun 6, 2026 · 7:07
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Why China Stocks Are Falling Faster Than the Yuan

Jun 5, 2026 · 5:38
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Why Chinas Consumer Confidence Lags Its Factory Boom

Jun 5, 2026 · 7:19
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Why High-End Manufacturing Is Driving China Export Growth

Jun 4, 2026 · 7:40
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Why Chinas Port Volume Is a Better Growth Gauge Than GDP

Jun 4, 2026 · 8:19
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Why China's Property Sector Is Stabilizing Without a Consumer Rebound

Jun 3, 2026 · 9:03
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Why China Stocks Are Rallying Despite New Tariff Threats

Jun 3, 2026 · 9:17
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China Tech ETFs Surge Despite Trade Concerns

Jun 2, 2026 · 6:38
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China EV Stocks Are Splitting From the Yuan Again

Jun 2, 2026 · 5:15
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Why the Yuan Is Winning Against Tariffs in 2026

Jun 1, 2026 · 7:37
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Why Chinas Trade Surplus Is Shrinking Despite Record Exports

Jun 1, 2026 · 8:41
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Chinas Property Sector Stabilizes Without a Consumer Rebound

May 31, 2026 · 5:49
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Why Baidu and NIO Are Bucking the China Selloff

May 31, 2026 · 5:56
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Why China EV Stocks Are Splitting From the Yuan

May 30, 2026 · 5:51
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Why Chinese Tech Stocks Are Diverging From the Yuan

May 30, 2026 · 8:36
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Why Chinas Wealth Effect Isnt Reaching Its Consumers

May 29, 2026 · 5:18
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Why JD and Pinduoduo Tell Different Stories About China Consumption

May 29, 2026 · 9:49
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Why Pinduoduo Is Down 16 Percent in a Week

May 28, 2026 · 9:13
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Why China Tech Stocks Are Splitting From the Yuan

May 28, 2026 · 7:01
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Why China Tech ETFs Are Diverging From the Yuan

May 27, 2026 · 7:42
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Chinas Consumer vs Market Divergence in 2026

May 27, 2026 · 7:33
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Why China's Trade Surplus Is Shrinking Despite Record Exports

May 26, 2026 · 8:57
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Why NIO Is Down 11 Percent in a Week

May 26, 2026 · 8:24
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Why China Tech Stocks Are Splitting From the Yuan

May 25, 2026 · 8:07
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Why China's Bond Market Is Decoupling From Its Stock Slump

May 25, 2026 · 7:25
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What China's Falling Tech Stocks Reveal About May 2026

May 24, 2026 · 5:51
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Why Chinas Oil Demand Is Slowing Even as Its Economy Grows

May 24, 2026 · 9:54
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Why Chinas Yuan Weakness Is Splitting Asian Exporters

May 23, 2026 · 7:43
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Why Chinese EV Makers Are Pivoting to Europe Amid Trade Tensions

May 23, 2026 · 8:12
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Why China Tech Stocks Are Falling Despite Earnings Growth

May 22, 2026 · 8:01
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China Consumers Are Saving Not Spending What That Means for 2026

May 22, 2026 · 7:05
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What China's Export Engine Tells Us About 2026

May 21, 2026 · 7:52
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Huawei Is Winning China's AI Chip Race Against Nvidia

May 21, 2026 · 6:44
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The Yuan at 6.81 What It Signals About Chinas Economy

May 19, 2026 · 9:30
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