Confidence among consumers and investors in China’s economy is at a low and even getting lower in the coming weeks, says business analyst Shaun Rein to CNBC. Even a firm financial stimulus from the government like in the past is not going to work, as shortage of liquidity is not the real problem.Read More →

While brands are rightfully intrigued by the power of streamers in e-commerce, they cannot replace traditional influencers, says branding expert Ashley Dudarenok in Campaign Asia. “While there was a time when brands favoured streamers over traditional influencers, as they thought streamers can sell, these days they know better,” says Ashley Dudarenok,Read More →

Former China bull Shaun Rein explains to Ian Bremmer how he changed into a bear during the corona crisis last year. In a wide-ranging exchange of thoughts, he points to the lack of trust and communication between China and the US. And is China moving in the direction of socialism?Read More →

China’s economic growth might have been lackluster post-Covid, but social commerce is the exception, even compared to traditional e-commerce, says e-commerce experts Ashley Dudarenok in Dao Insights. “New sales channels are changing the way businesses approach e-commerce, and they’re adapting their strategies to stay competitive,” she writes.Read More →

Chinese companies and emerging government regulations have marked the rise of AI tools in China. Marketing expert Ashley Dudarenok most certainly keeps an open mind to using those tools when they become available, she tells at Campaign Asia. “Their availability could offer us access to innovative solutions and capabilities to enhance our operations and drive further efficiency.”Read More →

China business veteran Shaun Rein discusses with Cyrus Janssen how China has faced challenges since it opened up post-Corona. Outbound travel has not resumed, expected revenge spending did not happen and consumer confidence is at the lowest rate ever. No, he says, China is not yet back to normal, because consumers sit on their corona savings, unwilling to spend. And foreign investors, while CEOs are going to China, are hesitant to resume investing in China, at least till the end of 2023. But support for Xi Jinping is still there, he sees. Though, expect a tough 10-20 years.Read More →

One of the major nuisances for foreign visitors to China might be gone as the country’s major payment giants, Tencent (operating WeChat Pay) and the Ant Group (operating Alipay) agreed to accept foreign credit cards on their platforms. Up to now, visitors needed to have a Chinese bank account to use those common payment tools in China.Read More →

Business analyst Shaun Rein visits the US for the first time in four years after Covid-19 lockings in China, and he explains why he has become bearish on the country. Consumer confidence is down at a historic low, and an expected revenge purchase after the lockdowns ended stayed away. Foreign companies are pressured by the US to split off their operations, despite a wide range of international CEOs visiting China last month.Read More →

China’s consumer confidence remains low, even when its largest e-commerce platforms offer massive support, says business analyst Shaun Rein at the Hill. Rein said that consumers were less likely to spend more during 618 as merchants had already been discounting heavily for years because of the pandemic, and deals were not that much better compared to previous months.Read More →