How China Tech Stocks Rally on Fed Pause and Stimulus episode artwork

EPISODE · Jul 29, 2026 · 6 MIN

How China Tech Stocks Rally on Fed Pause and Stimulus

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

The Fed held rates steady on July 29, 2026, but the Dow plunged 1,000 points. Yet Chinese tech stocks are surging: the KWEB ETF gained 6.2% in five days, with Pinduoduo up 6.8% and JD.com up 7.3%. Lucas and Luna explain how China's domestic stimulus and yuan stability are drawing investors away from the U.S. market, even as China's trade deficit widens to a record $77.6 billion. They break down the rotation into Chinese e-commerce and AI plays, and why the yuan's peg at 6.77 per dollar offers a haven for capital. #China #TechStocks #FedPause #KWEB #FXI #PDD #JD #TradeDeficit #Yuan #Stimulus #Economics #Investing #MarketRally #Ecommerce #AsiaMarkets #FexingoBusiness #BusinessPodcast #ChinaEconomy Keep every episode free: buymeacoffee.com/fexingo

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How China Tech Stocks Rally on Fed Pause and Stimulus

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This episode was published on July 29, 2026.

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