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Why China Stocks Are Falling More Than the Yuan
Season 1
Episode 39
Published 3 weeks, 5 days ago
Description
Chinese equities are tumbling in June 2026, with the KWEB ETF down over 7% in five days, while the yuan barely budges against the dollar. Lucas and Luna explore why trade war fatigue is hitting stock markets harder than currencies, breaking down the China ADR selloff through Baidu and Alibaba, and what the yuan's stability signals about capital flows and central bank strategy. They also examine how this divergence—stocks down, currency flat—points to a market that has already priced in tariffs but is losing faith in domestic earnings growth. A focused look at one key disconnect in today's China economy.