Business analyst Shaun Rein discusses the current state of China’s economy, how consumer confidence is slowly recovering, and why the fear of geopolitical tensions stops them from spending more in the economy. Why investors should be careful in investing right now into the second economy.Read More →
AI and XR Metaverse expert Alvin Wang Graylin of HTC explains in an interview with Ashley Dudarenok how fast development will cause a new industrial revolution that will bring us to the next level of development. He co-authored Our Next Reality: Preparing for the AI-powered Metaverse, Read More →
Tesla is losing its China market in the competition with its Chinese competitor. It might lose the rest of the world unless foreign protectionism saves the American car, says Shanghai-based business analyst Shaun Rein at CNBC. Nobody can beat China when it comes to price wars, he adds, and Chinese manufacturers will dominate the market in five to ten years, he adds.Read More →
After a lackluster start of 2024, consumer expert Ben Cavender sees a modest improvement in consumer sentiment in China, he tells Reuters. He said some companies were thinking about how to grow their business in China again after years of holding off on investing, which was helping sentiment to improve.Read More →
The USA is dealing with huge problems and cannot afford to challenge China directly, but decided to stabilize the relations between both countries, says Shanghai-based business analyst Shaun Rein to CNBC-TV18. But the USA is for sure keeping economic pressure going, he adds.Read More →
Bestseller author Shaun Rein’s post-pandemic book on US-China relations, “The Split: How US-China Conflict is Changing China’s Economy and Consumer Behaviour” is ready for pre-order and will appear in early September 2024.Read More →
Hong Kong-based marketing guru Ashley Dudarenok discusses the way China’s market is different from the rest of the world in terms of platform, consumer behavior, and other elements of the crowded and fast-moving market. A debate on Vistatalks with Maria Coa.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 →
China’s consumers are still nervous, the economy is weak, but looking good in the longer run, says Shanghai-based business analyst Shaun Rein at CNBC. Consumers are trading down now, but both real estate and infrastructure are not helping the economy, he adds. In the next decade, China’s middle class will grow from 400 to 800 million. Rein saw many of his clients move temporarily to Japan but is sure they will return to China.Read More →
About 90 percent of the China expats have left, estimates China lawyer Mark Schaub in his latest China Chitchat. And while new people are slowly coming back, those who left are struggling to sell their business, he says. What are the challenges they are facing, Schaub summarizes in the first part.Read More →
Multinationals do not have to look at Vietnam and India as a replacement for China, says business analyst Shaun Rein at CNBC. In the next ten years China’s middle class is going to grow massively, and cannot be beaten by anybody else, he adds. “About 400 million poorer Chinese are getting into the middle class in the years to come,” he says.Read More →
Financial expert Victor Shih dives into the 2024 figures at the annual NPC and concludes China cannot roll over debts anymore and finance its budget like it did before. He tells Bloomberg that central state policies have increasingly replaced a market-driven economy.Read More →