『China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets』のカバーアート

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

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

著者： Fexingo
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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 Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • Why China Bond Yields Are Falling While Stocks Struggle

    Why China Bond Yields Are Falling While Stocks Struggle
    2026/06/08
    China's ten-year government bond yield just hit a 22-year low, trading below 1.9 percent as of early June 2026. In this episode, Lucas and Luna unpack why yields are compressing even as Chinese equities stumble — the iShares China Large-Cap ETF, FXI, fell 1.7 percent in the last five days. They trace the disconnect to three forces: a structural savings glut from aging demographics, forced buying by insurers under new regulatory capital rules, and a cautious People's Bank of China that's keeping policy loose to support a fragile property recovery. The hosts also examine what falling yields mean for foreign investors: a narrowing carry trade advantage versus the U.S. dollar, and a signal that markets expect China's growth to stay subdued for years. Aswath Damodaran's recent warning about richly priced assets provides a contrasting lens. No stock tips — just the economic logic behind one of 2026's most overlooked market signals. #ChinaBondYields #ChineseBonds #PBOC #FXI #ChinaEconomy #FixedIncome #CarryTrade #BondMarket #YieldCurve #SavingsGlut #InsuranceRegulation #PropertyRecovery #AswathDamodaran #ForeignInvestment #Economics #FexingoBusiness #BusinessPodcast #ChinaMarkets Keep every episode free: buymeacoffee.com/fexingo
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    6 分
  • Why Chinas Port Volume Is a Better Growth Gauge Than GDP

    Why Chinas Port Volume Is a Better Growth Gauge Than GDP
    2026/06/07
    Episode 37 of China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets. Lucas and Luna debate why China's port volume may be a more reliable indicator of economic health than GDP figures. They discuss the latest trade data, the divergence between factory output and consumer spending, and what the surge in high-end exports really means. With specific references to recent port traffic numbers and the widening trade surplus, this episode offers a data-driven look at China's real economic pulse. Perfect for investors and analysts tracking Asia-Pacific markets. #ChinaEconomy #PortVolume #GDP #TradeData #Exports #Manufacturing #ConsumerSpending #HighEndExports #TradeSurplus #Yuan #Tariffs #AsiaMarkets #Economics #Business #FexingoBusiness #BusinessPodcast #ChinaTrade #GrowthGauge Keep every episode free: buymeacoffee.com/fexingo
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    6 分
  • What China's EV Export Route Reveals About Trade Strategy

    What China's EV Export Route Reveals About Trade Strategy
    2026/06/07
    China's electric vehicle exports are finding new paths to global markets despite tariff barriers. Lucas and Luna examine how BYD and other Chinese EV makers are routing vehicles through third countries, assembling overseas, and leveraging trade agreements to reach customers in the U.S. and Europe. They discuss the latest port data showing record outflows of finished vehicles from Shanghai and Ningbo, and what the yuan's slight weakening to 6.77 per dollar means for export competitiveness. The hosts also explore why China's strategy of building factories in Mexico and Southeast Asia is reshaping global supply chains. Finally, they reflect on whether this export-led growth can sustain itself amid rising geopolitical tensions. A focused look at one of the most consequential shifts in global trade. #ChinaEV #EVExports #BYD #TradeTariffs #GlobalSupplyChain #Yuan #PortData #Shanghai #Ningbo #MexicoFactories #SoutheastAsia #Economics #TradePolicy #Geopolitics #FexingoBusiness #BusinessPodcast #ChinaEconomy #EVIndustry Keep every episode free: buymeacoffee.com/fexingo
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    8 分
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