China’s tech industry seems ahead of the US, especially now that DeepSeek has come onto the playing field. Tech and finance adjunct professor at NYU Winston Ma discusses how the US restrictions on tech might have hampered US-China trade relations at CNBC’s Squawk Box.Read More →

China’s President Xi Jinping met last week with the country’s major tech leaders, for the first time he did so since 2018. Business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order, discusses the importance of this policy change after the country’s tech industry suffered from a major crackdown in the past years, he tells at the Thinkers Forum. China’s industrial leaders heard it is ok to make money again after a long time, he added.Read More →

According to Shanghai-based business analyst Shaun Rein in The Global View, capital is moving back to China, and the country will be back in business in six to 12 months. In the short run investors in the stock markets have to be careful, as China’s stock markets behave more like volatile retail markets where institutional investors have little influence. He adds that the tech markets will especially be booming again now Xi Jinping showed his full support for the sector.Read More →

China’s lunar new year is usually the time of the year consumers spend their money, but business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order, saw this year consumer spending was low, very low, he tells CNBC. An exception is investing in China’s tech companies, who are successfully fighting US sanctions, he adds, at least among the movers and shakers in China.Read More →

Business analyst Shaun Rein looks at the nervewracking few weeks for the global IT industry, starting with the DeekSeek moment of fame, proving that China was way ahead of the US competition in AI. Also, TikTok, Trump’s curtailing of Nvidia, RedNote’s success, censorship in the US, and Silicon Valley get his verdict on East-West Investment opportunities.Read More →

Political analyst Victor Shih, author of  Factions and Finance in China: Elite Conflict and Inflation and director of the 21st Century China Center at the University of California San Diego School of Global Policy and Strategy tells at UC San Diego Today. “From a pure competitive technology perspective: I don’t think the ban is optimal, but at least it’s fair game,” he says.Read More →

The Hurun China rich list published its 2024 results and its chairman Rupert Hoogewerf saw 30 percent of the country’s billionaires disappear, he says on CNBC. “The Hurun China Rich List has shrunk for an unprecedented third year running, as China’s economy and stock markets had a difficult year,” said Rupert Hoogewerf.Read More →

US lawmakers have started debate on a law that would ban the successful TikTok app.  Political analyst Kaiser Kuo dismisses the effort as misguided at best, he writes in the ChinaFile. “In a sense, the threat of TikTok is real: In this crisis of confidence, and in a state of moral panic that we’ll look back on red-faced a decade out, TikTok is causing us to inflict grievous self-harm.”Read More →