Why JD and PDD Are Surging Despite Chinas Widening Trade Deficit

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

China's trade deficit hit $77.6 billion in May, but e-commerce stocks JD and PDD are rallying—up 7% and 6% in five days. Lucas and Luna explore the disconnect: domestic consumption resilience, stimulus expectations, and the market's shift away from export-sensitive sectors. They also discuss the impact of the Iran conflict on oil imports and why yuan stability is boosting consumer confidence. Is this a rotation toward China's domestic economy? #ChinaEconomy #JD #PDD #TradeDeficit #Ecommerce #Stimulus #ConsumerSpending #FXI #KWEB #Yuan #Iran #OilPrices #FedPause #StockMarket #Economics #FexingoBusiness #BusinessPodcast #AsiaMarkets Keep every episode free: buymeacoffee.com/fexingo

Episode metadata supplied by the publisher feed · Published Jul 30, 2026

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Why JD and PDD Are Surging Despite Chinas Widening Trade Deficit

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This episode was published on July 30, 2026.

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