Political analyst Victor Shih discusses Xi Jinping’s policies, including AI, government spending, taxation, and his succession at The Global Equations. Read More →
Leading China economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, looks at what is known about the upcoming 15th 5-year plan, bound to be approved by the National People’s Congress in March 2026. Most of the known information suggests no major changes, with an ongoing focus on manufacturing rather than consumption, as in the past, he tells Keith Yap in the Front Row Podcast.Read More →
The youngsters are China’s most studied group of consumers, but branding expert Ashley Dudarenok warns brands should not overlook the country’s silver swans as major consumers, she explains in the Jing Daily. “Ignoring them is not just a missed opportunity; it’s a strategic blunder,” she writes.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 is winning the trade war with the US and has been preparing for a new exchange with the US over the past seven years, he tells at WTFinance. Read More →
China veteran Kaiser Kuo, host of The Sinica Podcast, looks back at how the debate on China has developed in the West over the past forty to fifty years, and here it ended now, in a debate with host Eric Olander of Conversation Changers. The discussion on what China wants says more about the West than about China, he argues.Read More →
The Hurun China rich-list has reached a record height, says Rupert Hoogewerf, chairman and chief researcher of the Hurun Report, at the release of the 2025 ranking, according to YiCai Global. Both new technology companies and a surprising export have added to the results, he adds. Also, the rising stock markets added to the wealth of China’s rich.Read More →
Europe could have been a winner in the trade war between China and the US, says political analyst Shaun Rein at the Thinkers Forum. Not only did they lose the opportunity to win from the trade war, but they are going to be the larger economic losers of the next decade, becoming an open-air museum, he adds.Read More →
Shanghai-based business analyst Shaun Rein explains why China has the upper hand in the current trade war with the US. For anything the US does not want to send to China, China has an alternative to hit back, he says at the Thinkers Forum.Read More →
Shanghai-based business analyst Shaun Rein reports on the latest research on China’s consumers. While spending might be down for the next months, consumers are not driven by nationalism, he tells CNBC. It is economic anxiety that makes the difference, he says.Read More →
China veteran Kaiser Kuo looks at the lessons the West can learn from China, and how the China debate needs a much-needed reshuffle, a major essay at the Ideas Newsletter. “The question is whether we will meet it with the rigorous self-examination that has historically enabled democratic renewal, or retreat once more into the comforting myths that have blinded us to both our weaknesses and our rivals’ strengths,” Kuo writes.Read More →
China is going to be the likely winner in the trade tensions the second-largest economy in the world has with the US, Shanghai-based business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order, explains at ScanX. “While the situation remains fluid, Rein’s analysis suggests that China may be better positioned to weather the current trade tensions.”Read More →
Financial and political analyst Victor Shih, author of Factions and Finance in China: Elite Conflict and Inflation, discusses the current state of China’s real estate and why it has taken so long for China’s leadership to deal with this crisis. The bottoming-out process of the industry is not yet complete, he says at TaiwanPlus.Read More →