The central government has been trying to cool down real estate, but when we look at the annual Hurun rich list, real estate is back at the top position as wealth creator, says Hurun chairman Rupert Hoogewerf at 4-Traders. And IT is following.Read More →
The government has been trying to cool down the overheated real estate industry, but demand for new houses remain high, whatever the government does, tells Shanghai-based business analyst Shaun Rein at the BBC.Read More →
China’s economy resembles a roller coaster in many ways, and especially China’s rich in real estate had a very rough year, some falling down, other still moving up, tells Hurun founder Rupert Hoogewerf in the Wall Street Journal.Read More →
China’s consumers continue to spend, despite a small dip in growth, also for decorating their homes, argues business analyst Shaun Rein, and goes against JWT executive Tom Doctoroff, who says Chinese consumers go for cheaper products. Shaun Rein dismantles three consumers myths in Business Week.Read More →
Commodities will be going strong, tells business analyst Shaun Rein in CNBC, since commodities are needed to support high demand for better housing in China, support rising consumption and is needed by the financial alternatives now US bonds and the euro are a less attractive alternative.Read More →
Shanghai-based researcher Paul French, author of The Old Shanghai A-Z gives on his weblog a sad overview of the architecture lost in 2011 under the hammer of progressRead More →
The story China’s economy is a bubble that is about to burst, exists as long as the country’s economy started to boom. Economic analyst Arthur Kroeber explains in NPR why we do not need to worry right now and why signs of bubbles are part of the game.Read More →
Stories about the collapsing real estate market in China might often miss the point. Housing is often the only place for increasingly wealthy Chinese to invest their money, tell business analyst Shaun Rein in CNN.Read More →
Two years ago business analyst Shaun Rein set famous short seller Jim Chanos straight when he said China’s real estate was worse than a thousand times worse than Dubai. Now Chanos has scaled down his prediction to ‘a bumpy road’, and this time Shaun Rein agrees, he writes in CNBC.Read More →
China’s economy might be facing some short term trouble, but business analyst Shaun Rein remains optimistic about consumer demand and retail for the longer term. Only Chinese equity should be avoided, he tells on CNBC.Read More →
In a surprise move China’s financial authorities decided last week to abandon their tight money lending policy and losend the reigns for its banks again. Wrong policy, says business analyst Shaun Rein in CNBC, who has been praising the government handling of inflation and overspending in the past.Read More →
Dropping inflation, a bumper harvest, falling food prices and other good financial news does not mean China’s financial institutions should leave their policies of tight lending, writes financial analyst Victor Shih in the Financial Times. Read More →