Some e-commerce firms in China have profited from a rally of their stocks, triggered off by a major financial stimulus, but that might not help the economy to really improve, says financial analyst Shaun Rein at CNBC. It’s a rally of exuberance, he adds, and might only triple down into the economy in six to nine months. The real problem is for example companies cannot fire their staff very easily, and make their lives hard, hoping they will leave by themselves, he says.Read More →

China’s massive financial stimulus is good for the short term, but the economy needs more structural change, away from real estate, says Shanghai-based business analyst Shaun Rein to CNBC. While it is good Xi Jinping moves away from politics and ideology and turns to the economy, more is needed to restore long-term confidence in the economy by the consumers, he adds.Read More →

Superinvestor Jim Rogers explains why he keeps on investing in China, although the stock markets in China are doing so badly, compared to the global markets, he tells at the World Knowledge Forum.Read More →

China’s eateries have been slashing their prices up to half to woo consumers, but marketing expert Ashley Dudarenok warns that this trend might hurt the businesses, as their costs do not go down, she tells Channel News Asia. Business models and their effects do vary a lot, depending on the age group the industry is focusing on, she adds.Read More →

Reuters reviews China’s latest blockbuster “Upstream”, casting a rare and harsh light on the country’s biggest economic pain points. “An uncertain job market, downward mobility, and the hardscrabble life of millions who are working gig jobs.” Marketing expert Ashley Dudarenok sees a profound change among the previously optimistic consumers, who pushed ahead the country’s economy in the past, she tells Reuters.Read More →

China’s economic situation has deteriorated over the past two months, says business analyst Shaun Rein in a discussion on CNBC. The hope for a financial bazooka to boost the economy by the government has not materialized and is unlikely to do so. The government seems fine with the current 4/5% growth and also lacks the money to spend as tax income has remained poor, while geopolitical challenges forces the Chinese government to be prudent too.Read More →

Former Shanghai-based foreign correspondent Howard French recently returned to Shanghai for the first time after corona and takes stock of its current state, by talking to Chinese and foreign residents in the city. In Foreign Policy he reports about these findings. French: “All I can say with certainty is that we are all in for a turbulent, costly, and possibly dangerous ride.”Read More →

Unlike their counterparts in the rest of the world, China’s youngsters are fiercely saving their money, says business analyst Shaun Rein at CNBC. “Unlike youths in the 2010s who often spent more than they earned and borrowed money to buy fancy items like Gucci handbags and Apple iPhone, young Chinese have started saving more,” he told CNBC. Read More →

Business analyst Shaun Rein discusses the current state of China’s economy, how consumer confidence is slowly recovering, and why the fear of geopolitical tensions stops them from spending more in the economy. Why investors should be careful in investing right now into the second economy.Read More →