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Why China Tech Stocks Are Splitting From the Yuan
Season 1 Episode 11
China's yuan is near multi-year lows against the dollar, yet Chinese tech stocks like Alibaba and Baidu are falling even faster. In this episode, Luc…
1 month, 1 week ago
Why China's Bond Market Is Decoupling From Its Stock Slump
Season 1 Episode 10
In this episode of China Economy with Fexingo, Lucas and Luna examine a surprising divergence in Chinese markets: while the CSI 300 and Hong Kong-lis…
1 month, 1 week ago
What China's Falling Tech Stocks Reveal About May 2026
Season 1 Episode 9
China's big tech names are sliding this week: Baidu down seven percent, NIO off more than eleven percent, even Alibaba dropping. Lucas walks through …
1 month, 1 week ago
Why Chinas Oil Demand Is Slowing Even as Its Economy Grows
Season 1 Episode 8
Episode 8 of China Economy with Fexingo: Lucas and Luna look at a puzzle in the data. China's GDP keeps climbing, but its oil imports and refinery ru…
1 month, 1 week ago
Why Chinas Yuan Weakness Is Splitting Asian Exporters
Season 1 Episode 7
The yuan has hit a multi-year low against the dollar, but this episode argues that the old playbook—a weak yuan helps Chinese exporters—is breaking d…
1 month, 1 week ago
Why Chinese EV Makers Are Pivoting to Europe Amid Trade Tensions
Season 1 Episode 6
Episode 6 of China Economy with Fexingo drills into a strategic shift as Chinese electric vehicle manufacturers, led by BYD and NIO, accelerate expor…
1 month, 1 week ago
Why China Tech Stocks Are Falling Despite Earnings Growth
Season 1 Episode 5
China tech stocks are in a prolonged slump this May 2026, with the KWEB ETF down over 4% in a week and NIO losing 11%. Lucas and Luna dig into the di…
1 month, 1 week ago
China Consumers Are Saving Not Spending What That Means for 2026
Season 1 Episode 4
Episode 4 of China Economy with Fexingo looks at a striking shift: Chinese households are piling into bank deposits at the fastest clip in a decade, …
1 month, 1 week ago
What China's Export Engine Tells Us About 2026
Season 1 Episode 3
Lucas and Luna dig into the latest Chinese trade data — exports are up, imports are up even more, and the trade surplus is narrowing. They look at wh…
1 month, 1 week ago
Huawei Is Winning China's AI Chip Race Against Nvidia
Season 1 Episode 2
Nvidia has essentially conceded China's AI chip market to Huawei, a seismic shift in the semiconductor landscape. In this episode, Lucas and Luna bre…
1 month, 1 week ago