Podcast Episodes
Back to Search
Why China Bonds Are Drawing Foreign Investors Again
Season 2 Episode 51
Foreign holdings of Chinese government bonds have risen for five straight months as of June 2026, reversing a two-year outflow trend. Lucas and Luna …
2 weeks, 6 days ago
How China E-Commerce Giants Are Rewriting Southeast Asian Retail
Season 1 Episode 50
China's e-commerce leaders, Alibaba and PDD, are battling for Southeast Asia's rapidly digitizing consumer market. With Alibaba's Lazada investing he…
3 weeks ago
Why China EV Makers Are Pivoting to Southeast Asia
Season 1 Episode 49
Chinese electric-vehicle exports to Europe are slowing as tariffs and geopolitical friction mount. But on the ground in Thailand and Indonesia, Chine…
3 weeks ago
How Chinese Green Bonds Are Reshaping Local Government Debt
Season 1 Episode 48
Episode 48 of China Economy with Fexingo dives into the rapid growth of China's green bond market — now over $1.3 trillion globally, with China issui…
3 weeks, 1 day ago
How Chinas Chip Self-Sufficiency Is Reshaping Global Tech
Season 1 Episode 47
Episode 47 of China Economy with Fexingo examines the rapid rise of China's domestic semiconductor industry and its implications for global supply ch…
3 weeks, 1 day ago
Why China Yuan Trade Disconnect Is Growing Again
Season 1 Episode 46
Episode 46: Lucas and Luna examine the growing gap between China's yuan and its stock market. Despite the yuan holding steady at 6.77 per dollar, Chi…
3 weeks, 1 day ago
Why Chinese Consumer Stocks Are Underperforming Exports
Season 1 Episode 45
Episode 45 of China Economy with Fexingo dives into a puzzling divergence: why Chinese consumer-facing stocks like Alibaba and JD.com are falling sha…
3 weeks, 2 days ago
How China Province Bonds Are Funding Local Factories
Season 1 Episode 44
China bonds are booming specifically at the provincial level, and the money isn't going to infrastructure or housing — it's flowing directly into fac…
3 weeks, 2 days ago
Why China Tech Stocks Are Decoupling From the Yuan
Season 1 Episode 43
Episode 43 of China Economy with Fexingo examines a puzzling divergence in June 2026: China tech stocks like Baidu and Alibaba are plunging — Baidu d…
3 weeks, 3 days ago
Why China Green Bonds Are Booming Despite Trade Tensions
Season 1 Episode 42
Episode 42 of China Economy with Fexingo. Lucas and Luna unpack the surprising surge in China's green bond issuance, which hit $100 billion in May 20…
3 weeks, 3 days ago