China is having the upper hand in the trade war with Trump and can replace almost every product it purchases from the US with products from other countries, with the exception, perhaps, of semiconductors, says Shaun Rein, a Shanghai-based political analyst and author of The Split: Finding the Opportunities in China’s Economy in the New World Order, at CNBC. China might push back harder than the US or Europe might be thinking, he adds.Read More →

China veteran Kaiser Kuo has spent a lifetime explaining what America and Europe misunderstand when dealing with China. In an interview with Michael Walker, he dives into the most important issues. “The West lacks a coherent approach to China, with America viewing it as an existential threat whilst Europe oscillates between paranoia about espionage and courting investment. Politicians across both continents share a superficial understanding of the world’s most important rising power.”Read More →

While the world is getting used to live sessions from the Oval Office in Washington, DC, few experts know how the Politburo in Beijing is making its policies. Political expert Victor Shih, author of Factions and Finance in China: Elite Conflict and Inflation, explains in the Dwarkesh Clips how the relations between Xi Jinping, other members of the Politburo, and outside experts work out.Read More →

Shanghai-based business analyst Shaun Rein, in an extensive interview at Forbes, says that after a very bearish 2024, China’s economy has found its way upwards because of Trump. “People rallied together and said, ‘We’ll deal with lower incomes. We’ll deal with bad sales. We want to make Trump bend’, he tells Forbes.Read More →

Shanghai-based business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order, says the US’s withdrawal from its tariff war against China is causing joy among Chinese citizens. Trump faced massive resistance from American companies, which suffered a dramatic loss, he told David Lin.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 →

Harry Broadman, a former assistant U.S. trade representative in the administrations of George H.W. Bush and Bill Clinton, tells Politico that China proved to be much less of a pushover than the Trump team expected it to be when they started to impose tariffs. “Whoever is advising him clearly does not understand China.”Read More →

Shanghai-based business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order, explains why China will not give in to Trump’s demands and why the idea of getting manufacturing back to the US is an illusion Americans should forget, he says at the Thinkers Forum.Read More →