Global VC William Bao Bean, Managing General Partner at Orbit Startups, tells how the lessons learned in China helped him now to invest in emerging markets, and how he moved since 2018 from China into those emerging markets. In a wide-ranging interview with marketing guru Ashley Dudarenok.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 →
The US and China have the best ecosystem for startups, because of the scale of their markets and the quality of their universities, combined with strong government support, says Hurun chairman Rupert Hoogewerf in his New Year speech at ECNS for the Year of the Snake.Read More →
Rupert Hoogewerf, founder and compiler of the Hurun China Rich List, looks back at the 25-anniversary of his Hurun Rich List and explains how his company survived all the twists and turns in China’s recent history.Read More →
‘Trump will use a shock and awe strategy to control China, similar to his tactics with Denmark, Greenland, Canada, Panama, and Mexico,’ says Shaun Rein, Founder and Managing Director, China Market Research Group (CMR) in an interview at WION. Tariffs, TikTok, and many other issues are hanging over the negotiations. But in the end, both countries are better off working together, says Shaun Rein.Read More →
China lawyer Mark Schaub expects an uptick in joint ventures in 2025, and in his latest China Chit-chat, he explains the pros and cons of this legal vehicle. “Due to geopolitics and business uncertainty,” he writes.Read More →
China will start to delay its current retirement age from the start of 2025 in monthly steps for the next 15 years. But business analyst Ashley Dudarenok wonders if changing the country’s very low retirement age is a good idea, for example now the youth unemployment rate is already very low. This and other arguments in her vlog.Read More →
While he remains optimistic about China’s economy in the long run, he foresees a rough time in most of 2025 as deflation and layoffs melt away the financial stimuli of the past months, tells business analyst Shaun Rein at CNBC’s Squawk Box. He sees a recovery only in nine to twelve months as consumer confidence is not going up in 2025.Read More →
Most visitors to China know the larger cities, but marketing expert Ashley Dudarenok dives into Yunnan, this time the community-based agricultural markets that are so different from the cities.Read More →