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 →

Al Jazeera looks back at China’s president’s visit to Vietnam, Cambodia, and Malaysia. Shanghai-based business analyst Shaun Rein qualifies the trip as a real win for China in the trade war with US President Trump, and China could profile itself as a stable and trusted force in international trade, he says.Read More →

In Al Jazeera, Harry Broadman, a former US assistant trade representative and one of the chief negotiators of the WTO, wonders what Trump’s real plan is with these tariffs when it comes to China, decoupling or ending all business. “He’s obviously a deals guy in real estate, but not international markets … How he thinks is, ‘How can I win and how can I make the opponent lose?’” he said.Read More →

After more than a week of confusion after US President Trump imposed and maintained massive tariffs on Chinese goods, one thing is sure, says Shanghai-based business analyst Shaun Rein, author of  The Split: Finding the Opportunities in China’s Economy in the New World Order. The Chinese will not kowtow to Trump, he tells Moats, and they have won round one.Read More →

Shanghai-based business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order, looks at what Western media miss when they report about China in a wide-ranging discussion with Cyrus Janssen. They wrongly assume China is unstable and often miss the essence of what happens in the country. For example, when the government cracked down on Alibaba founder Jack Ma. What that was about was not a political struggle, but an effort to create a level playing field, where the larger IT companies did not dominate the market anymore, Rein says.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 consumers turn to local brands because they tend to be cheaper than international brands, and because of patriotism because of the US-China trade war, says Shanghai-based business analyst Shaun Rein to CNBC. Anti-US sentiment was already virulent under Biden because of anti-Chinese measures. Under Trump that has not yet improved, adds Shaun Rein, but the Chinese hope Trump is more transactional than Biden was.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 →