Podcast Episodes
Back to Search
Why High-End Manufacturing Is Driving China Export Growth
Season 1 Episode 31
China's export data hit a record $3.5 trillion in 2026, but the composition has shifted dramatically. Lucas and Luna examine how Chinese manufacturer…
1 month ago
Why Chinas Port Volume Is a Better Growth Gauge Than GDP
Season 1 Episode 30
China's economic data has been confusing lately: GDP is up, but consumer spending is sluggish. In this episode, Lucas and Luna look past the headline…
1 month ago
Why China's Property Sector Is Stabilizing Without a Consumer Rebound
Season 1 Episode 29
Lucas and Luna examine a peculiar divergence in China's economy: property sales and prices are leveling off in several major cities, yet consumer spe…
1 month ago
Why China Stocks Are Rallying Despite New Tariff Threats
Season 1 Episode 28
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 practi…
1 month ago
China Tech ETFs Surge Despite Trade Concerns
Season 1 Episode 27
Episode 27 examines the surprising rally in China tech ETFs and major stocks like Alibaba, Baidu, and NIO in early June 2026, even as trade tensions …
1 month ago
China EV Stocks Are Splitting From the Yuan Again
Season 1 Episode 26
In this episode, Lucas and Luna examine a striking divergence in China markets as of early June 2026: while the yuan holds steady around 6.77 per dol…
1 month ago
Why the Yuan Is Winning Against Tariffs in 2026
Season 1 Episode 25
Lucas and Luna unpack a counterintuitive story: the Chinese yuan is strengthening despite trade tensions and a slowing domestic economy. They examine…
1 month ago
Why Chinas Trade Surplus Is Shrinking Despite Record Exports
Season 1 Episode 24
Episode 24 of China Economy with Fexingo: Lucas and Luna examine why China's trade surplus is narrowing even as exports hit new highs. With exports a…
1 month ago
Chinas Property Sector Stabilizes Without a Consumer Rebound
Season 1 Episode 23
Episode 23 of China Economy with Fexingo takes a fresh angle: China's property sector is showing signs of stabilization — home sales in tier-1 cities…
1 month ago
Why Baidu and NIO Are Bucking the China Selloff
Season 1 Episode 22
While most China stocks have been sliding in May 2026, Baidu and NIO are up 5.9% and 7.7% respectively over the past five days. Lucas and Luna dig in…
1 month ago