China’s consumers are dramatically changing their spending habits, says business analyst Shaun Rein at CNBC. They might not spend on EVs and real estate, but they are sitting on massive savings and will spend when they see the value. Why is Legoland winning the fight for the Chinese consumer, while Starbucks is losing it? Why do they enjoy holidays in mainland China, rather than Thailand or Europe?Read More →

U.S. President Donald Trump claims China has been taking advantage of the US and its companies. Shanghai-based analyst Shaun Rein, author of  The Split: Finding the Opportunities in China’s Economy in the New World Order explains why this assumption is wrong and how the US, consumers and US companies have been profiting from their cooperation and trade with China, he tells at the Thinkers’ Forum.Read More →

China’s aging population is leaving the labor force while dropping consumer confidence discourages youngsters from marrying or having children. Business analyst Shaun Rein tells Reuters the country is heading for a demographic disaster, and raising the pension age is one inevitable measure the government should take.Read More →

China’s consumers are becoming more cost-sensitive, and that means a profound change in the country’s retail, says business analyst Shaun Rein at CNBC. “The name of the game for Chinese youth in 2024 is trading down. Instead of Starbucks, youth are buying Luckin coffee,” Rein says.Read More →

Starbucks sold its stake in its South-Korean joint venture, worth in total over US$2 billion. The best they can do, is reinvest their capital in expansion in China, says business analyst Shaun Rein to Reuters. “Using the sale of its South Korean operations will equip it with more cash that it can deploy to China,” Rein said.Read More →

Starbucks found itself in hot water as the protesters turned against Maxim, the major franchise holder of the coffee outlet in Hong Kong. When it has to choose between Hong Kong and Beijing, Starbucks will pick China’s central government, says business analyst Shaun Rein according to Fortune.Read More →

Competition is a key feature in China’s industries, but coffee retailer Starbucks never faced those challenges. Now Luckin emerges, and Starbucks has no longer a free ride, tells business analyst Ben Cavender to the New York Times.Read More →

China has been reluctantly been shooting back with tariffs at US imports up to now in the Donald Trump trade war. It might be even more reluctant to use the powerful tool of its consumers in the trade war, says political analyst Victor Shih in the Financial Post. But it could, and Apple and Starbucks should prepare, says business analyst Shaun Rein on Fox News.Read More →