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 →

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 →

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 →

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 →

In Al Jazeera, Harry Broadman, a former US assistant trade representative and one of the chief negotiators of the WTO, wonders what Trump’s real plan is with these tariffs when it comes to China, decoupling or ending all business. “He’s obviously a deals guy in real estate, but not international markets … How he thinks is, ‘How can I win and how can I make the opponent lose?’” he said.Read More →

After more than a week of confusion after US President Trump imposed and maintained massive tariffs on Chinese goods, one thing is sure, says Shanghai-based business analyst Shaun Rein, author of  The Split: Finding the Opportunities in China’s Economy in the New World Order. The Chinese will not kowtow to Trump, he tells Moats, and they have won round one.Read More →

China might have the upper hand in dealing with the US president’s efforts to curtail the country’s economy with sky-high tariffs, suggests leading economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, in the Christian Science Monitor. “The government believes China can sustain the pain longer than the U.S. consumer can … and the U.S. will cave first,” he says.Read More →

The jury is still out on whether Trump’s tariffs on imports from China will hurt the US or China more. But political analyst Victor Shih has seen how China has been anticipating the latest wave of tariffs, he tells CNN. “But China can sustain that (situation) much more so than American politicians can,” he said.Read More →