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 →

Financial analyst  Victor Shih dives into China’s fiscal policies. Most of the country’s expenditure has traditionally been only for a marginal percentage on consumption, but on government investments. So, while consumption has gone down, the way to push the economy ahead is not to encourage consumption, but government spending, he argues. He turns against the current government policy of austerity at local governments; it should move in the opposite direction, he argues at the Asia Society, Northern California chapter.Read More →

Many observers wrongly see the current trade war between China and the US as a Cold War 2.0, says political analyst Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know® in an interview with Dwarkesh Patel. If American politicians started this war without seeing the difference from a cold war, it might be tough to bring it to an end, he adds.Read More →

China now understands the US better than America understands China, argues economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, in an interview at the Dwarkesh Clips. Both on a personal and a governmental level, America has stopped investing in good relations with China, he says.Read More →

U.S. President Donald Trump may be enthusiastic about the trade deal between China and the U.S., which was closed in London this week. However, business analyst Shaun Rein points out that the deal is lacking crucial details and might not work, as he notes in The Economic Times. “So, the economy in China is not booming, but China is not going to blink. They have the resolve to push hard back against Trump,” he adds.Read More →

In the US, the tension between science and politics has been raising eyebrows. In China, politicians do invite scientists to listen to their arguments and might follow their suggestions. Still, sometimes political preferences in Beijing prevail, for example, during the Covid crisis, says political analyst Victor Shin, author of Factions and Finance in China: Elite Conflict and Inflation, in his interview at Dwarkesh Clips.Read More →