The Trump administration is pretty clueless on China, and that is only one of many issues when both countries are going to deal with each other, says leading economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know, in an interview with the Australian broadcaster ABC. Both can inflict huge damage on each other, but neither is in a position to win a full-blown trade war, he adds.Read More →
For a week, US President Trump has been speculating on how a call with his Chinese counterpart, Xi Jinping, will solve their trade issues. Harry Broadman, a former US trade representative, explains in Politico why Trump is wrong.Read More →
On the surface, government debt in China appears well-manageable, but that is because the central government pushes its costs to a local level, says financial expert Victor Shih, author of Factions and Finance in China: Elite Conflict and Inflation, in an interview on Dwarkesh Clips.Read More →
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 →
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 →
VC capital in China has dried up, but global VC William Bao Bean still sees opportunities for startups if they play their cards right, he says in an interview with Ashley Dudarenok. Most of the VC money did come from the government, and that capital is still available, although less through traditional VCs, he says.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 →
Americans—including Trump and Bessent—wrongly think they can bring China to its knees, says Shanghai-based American business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order, at 2Paragraphs.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 →