『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 Chinas Domestic Spending Is Rewiring Global Trade

    How Chinas Domestic Spending Is Rewiring Global Trade
    2026/09/10
    China's trade surplus is narrowing as Beijing pivots from exports to domestic consumption, a shift visible in the latest current account data showing deficits expanding toward negative two hundred twenty-seven billion dollars. Lucas and Luna explore how this internal rebalancing is altering supply chains for Asian markets, reducing reliance on Western demand while increasing imports of high-tech components and consumer goods. With yuan stability holding at six point seven one per dollar despite market volatility, we examine what this structural change means for global inflation, corporate earnings, and the future of international commerce in late September two thousand twenty-six. #FexingoBusiness #BusinessPodcast #ChinaEconomy #GlobalTrade #DomesticConsumption #CurrentAccountDeficit #YuanStability #AsianMarkets #SupplyChainShift #EconomicRebalancing #ImportGrowth #ExportSlowdown #ConsumerSpending #Macroeconomics #TradeBalance #FinancialMarkets #IndustrialPolicy #FexingoLive Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • China's Hidden Inflation Crisis

    China's Hidden Inflation Crisis
    2026/09/09
    While global markets focus on China's export slowdown, a quieter crisis is unfolding in the domestic consumer sector. With wholesale prices falling at their fastest pace in years and retail demand remaining stubbornly weak, Beijing faces a unique policy dilemma: stimulate without rekindling the property bubble that weighed down growth in previous cycles. We examine how deflationary pressures are reshaping household spending habits, why traditional stimulus tools feel less effective today, and what this means for Asian trade routes and supply chain dynamics as Chinese consumers turn inward. This episode explores the structural shift from investment-led growth to a more balanced, yet fragile, consumption model. #ChinaEconomy #DeflationRisk #ConsumerSpending #AsianMarkets #FexingoBusiness #BusinessPodcast #EconomicPolicy #SupplyChainShift #RetailTrends #GlobalTrade #InvestmentStrategy #MarketAnalysis #BeijingPolicy #InflationData #EconomicGrowth #TradeBalance #FinancialNews #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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    11 分
  • How China's Inland Shift Is Rewiring Asian Trade Routes

    How China's Inland Shift Is Rewiring Asian Trade Routes
    2026/09/08
    China’s manufacturing base is no longer just on the coast. As inland provinces like Sichuan and Chongqing absorb factory capacity, supply chains are fundamentally changing. Lucas and Luna break down how this geographic pivot affects trade flows, logistics costs, and regional competitiveness in Asia-Pacific markets. We look at the data behind the move, why companies are choosing interior hubs over coastal ports, and what it means for global supply chain resilience heading into late 2026. #ChinaEconomy #SupplyChainShift #InlandManufacturing #AsianTrade #LogisticsNetworks #GlobalTrade #EconomicsPodcast #BusinessStrategy #FexingoBusiness #LucasAndLuna #IndustrialPolicy #RegionalGrowth #TradeRoutes #ManufacturingTrends #AsiaPacificMarkets #EconomicAnalysis #CorporateStrategy #FexingoBusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    12 分
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