『China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets』のカバーアート

China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets

China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets

著者： Fexingo
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China's economy is the world's second-largest, yet its policy signals can feel opaque. Lucas and Luna cut through the noise each episode, examining Beijing's latest monetary and fiscal moves, trade tensions with the US and EU, and the ripple effects across Asia-Pacific markets. They ground every conversation in real-time data from Chinese industrial production, PMIs, and export figures — no punditry, just the numbers and the strategic outlook. Whether dissecting the PBOC's rate decisions, the impact of export controls on semiconductors, or the shifting dynamics of ASEAN supply chains, this show serves investors, analysts, and executives who need to understand China's role in global markets — not headlines, but the underlying incentives and constraints. Expect a calm, evidence-based dissection of what works, what doesn't, and what could change next. Lucas challenges official narratives with data; Luna asks the uncomfortable questions about debt, demographics, and decoupling. Each episode leaves you with a clearer map of the risks and opportunities in the world's most consequential economy. How will China's stimulus affect your portfolio — and when does the trade war become a cold war? #ChinaEconomy #PBOC #TradeWar #AsiaPacificMarkets #ChineseGDP #Yuan #SemiconductorExports #ASEAN #SupplyChainShift #BeijingPolicy #ExportControls #EmergingMarkets #Economics #FexingoBusiness #BusinessPodcast #DailyEconomics #ChinaTrade #MacroData Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
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  • How China Is Winning Africa's Rare Earth Race

    How China Is Winning Africa's Rare Earth Race
    2026/07/21
    China controls 60% of global rare earth mining and 90% of processing. But a new wave of African discoveries — from Tanzania's Ngualla deposit to Angola's Longonjo project — could reshape the supply chain. Lucas and Luna examine how Beijing is locking in long-term deals with African governments, financing infrastructure-for-minerals swaps, and building processing plants on the continent. They also look at the counterplay: Western-backed efforts to fund alternative refineries in Australia and Canada. With the trade-weighted US dollar index at 120.5 and yuan-dollar steady at 6.78, who wins this geopolitical tug-of-war over critical minerals? A focused look at one 2026 deal in Tanzania shows the playbook. #RareEarths #ChinaAfrica #CriticalMinerals #SupplyChain #Tanzania #Geopolitics #Economics #TradeWar #Mining #Ngualla #Longonjo #BeijingStrategy #WesternCounterplay #Australia #Canada #FexingoBusiness #BusinessPodcast #ChinaEconomy Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • How Chinas Solar Dominance Is Shifting Global Energy Economics

    How Chinas Solar Dominance Is Shifting Global Energy Economics
    2026/07/21
    China now controls over 80% of global solar manufacturing, from polysilicon to finished panels. This dominance has driven module prices down 90% in a decade, reshaping energy economics worldwide. But it also creates vulnerabilities: trade tensions, domestic overcapacity, and geopolitical risks. Lucas and Luna examine how China's solar machine is changing the calculus for governments and utilities, using specific data points like the 6.78 yuan per dollar exchange rate and export figures. They discuss whether this concentration of supply is sustainable and what it means for the global energy transition. #China #SolarEnergy #RenewableEnergy #EnergyTransition #SupplyChain #Trade #Manufacturing #Polysilicon #Geopolitics #Economics #GlobalTrade #CleanEnergy #Export #Overcapacity #Tariffs #FexingoBusiness #BusinessPodcast #ChinaEconomy Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How China Tech Stocks Surged on July 20 2026

    How China Tech Stocks Surged on July 20 2026
    2026/07/20
    China tech stocks posted big gains in the week ending July 20, 2026, with the KWEB ETF up 5 percent and Alibaba jumping over 7 percent. Lucas and Luna break down what drove the rally — from yuan stability to a shift in investor sentiment around Beijing's regulatory stance. They zero in on Alibaba's cloud AI play and JD.com's resurgence, using the latest trade balance and yuan data to frame the macro picture. The episode also touches on why NIO bucked the trend, falling over 3 percent, and what that says about EV market fears. If you've been watching China equities bounce but wondering if it's sustainable, this episode gives you the specific numbers and the strategic context to decide. #ChinaTech #Alibaba #JDcom #NIO #KWEB #FXI #MCHI #Yuan #TradeBalance #ChinaEconomy #ChineseStocks #BeijingPolicy #RegulatorySentiment #CloudAI #EVRisk #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
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