Podcast Episodes
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Why Chinas Consumer Stocks Are Falling Faster Than Factories
Season 1 Episode 41
China's consumer stocks are getting hammered while industrial production stays robust. Lucas and Luna dig into the divergence: PDD and JD are down 4-…
3 weeks, 4 days ago
Why China Factory Towns Are Booming While Cities Lag
Season 1 Episode 40
Episode 40 of China Economy with Fexingo examines a striking divergence: China's factory towns are seeing booming retail sales and rising wages, whil…
3 weeks, 4 days ago
Why China Stocks Are Falling More Than the Yuan
Season 1 Episode 39
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 L…
3 weeks, 5 days ago
Why China Bond Yields Are Falling While Stocks Struggle
Season 1 Episode 38
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 unpac…
3 weeks, 5 days ago
Why Chinas Port Volume Is a Better Growth Gauge Than GDP
Season 1 Episode 37
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…
3 weeks, 6 days ago
What China's EV Export Route Reveals About Trade Strategy
Season 1 Episode 36
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…
3 weeks, 6 days ago
Why China Factory Managers Are Buying US Treasuries
Season 1 Episode 35
Episode 35 of China Economy with Fexingo: Lucas and Luna explore a surprising anomaly in China's capital flows. Despite Beijing's push to de-dollariz…
4 weeks ago
Why Chinas Port Traffic Tells a Truer Story Than GDP
Season 1 Episode 34
Lucas and Luna dig into the disconnect between China's official GDP growth and its real-world port traffic, which hit a record high in May 2026. They…
4 weeks ago
Why China Stocks Are Falling Faster Than the Yuan
Season 1 Episode 33
On June 5, 2026, China ETFs like FXI and KWEB are down sharply even as the yuan stabilizes near 6.77 per dollar. Lucas and Luna dissect the divergenc…
4 weeks, 1 day ago
Why Chinas Consumer Confidence Lags Its Factory Boom
Season 1 Episode 32
China's factories are humming, but its consumers remain cautious. Lucas and Luna examine the disconnect between record industrial output and stubborn…
4 weeks, 1 day ago