Podcast Episodes
Back to Search
Why China EV Stocks Are Splitting From the Yuan
Season 1 Episode 21
Lucas and Luna examine a surprising divergence in May 2026: Chinese EV makers like NIO and BYD are gaining despite a weakening yuan, while e-commerce…
1 month ago
Why Chinese Tech Stocks Are Diverging From the Yuan
Season 1 Episode 20
Baidu is up almost six percent in a week while Pinduoduo is down more than ten percent. The yuan is stable near 6.79 per dollar. Lucas and Luna dig i…
1 month ago
Why Chinas Wealth Effect Isnt Reaching Its Consumers
Season 1 Episode 19
China's stock market has been volatile in 2026, with tech stocks like Pinduoduo down over 10% in a week, yet consumer companies like JD and Alibaba t…
1 month ago
Why JD and Pinduoduo Tell Different Stories About China Consumption
Season 1 Episode 18
China's consumer economy is sending mixed signals. While Pinduoduo tumbled over 15% in five days, JD.com fell more than 7%. But the divergence isn't …
1 month ago
Why Pinduoduo Is Down 16 Percent in a Week
Season 1 Episode 17
China's e-commerce giant Pinduoduo lost 16.2% in the five trading days ending May 28, 2026, far outpacing declines in Alibaba and JD.com. Lucas and L…
1 month ago
Why China Tech Stocks Are Splitting From the Yuan
Season 1 Episode 16
Lucas and Luna examine a perplexing divergence in China markets: while the yuan has stabilized near 6.79 per dollar, the KWEB China internet ETF has …
1 month ago
Why China Tech ETFs Are Diverging From the Yuan
Season 1 Episode 15
This episode of China Economy with Fexingo examines a striking disconnect in May 2026: China-focused ETFs like FXI, KWEB, and MCHI are all down sharp…
1 month, 1 week ago
Chinas Consumer vs Market Divergence in 2026
Season 1 Episode 14
In this episode of China Economy with Fexingo, Lucas and Luna examine a striking divergence: while Chinese e-commerce and tech stocks like Alibaba, J…
1 month, 1 week ago
Why China's Trade Surplus Is Shrinking Despite Record Exports
Season 1 Episode 13
China's exports hit a record $3.5 trillion in 2025, yet its trade surplus is narrowing because imports are growing even faster. Lucas and Luna dig in…
1 month, 1 week ago
Why NIO Is Down 11 Percent in a Week
Season 1 Episode 12
Chinese EV maker NIO has dropped more than 11 percent in five trading days, far outpacing the broader China sell-off. Lucas and Luna break down what'…
1 month, 1 week ago