Episode Details
Back to Episodes
Why China Stocks Are Rallying Despite New Tariff Threats
Description
Chinese equities are posting their best week in months, even as the U.S. proposes sweeping new tariffs on 60 economies over forced labor trade practices. Lucas and Luna break down the apparent contradiction: the KWEB ETF up nearly 5% in five days, Baidu surging 5.2%, NIO climbing 4.5% — all against a backdrop of renewed trade tension. They explore three forces that may be driving the divergence: expectations that Beijing will roll out aggressive stimulus, a tech-sector rotation independent of macro headlines, and a yuan that's holding steady near 7.2 against the dollar despite the noise. The conversation includes a look at how humanoid robotics bets are pulling capital into Chinese tech, and why today's tariff headlines may be priced in differently than those of 2018. No hot takes — just a calm, data-driven look at what's really moving these markets in early June 2026.