Nouriel Roubini via Wikipedia The famous economist Nouriel Roubini predicted the American financial crisis, and now says China is in trouble in 2013, writes Shaun Rein in CNBC. But he is dead wrong on basic trends on income, demographics and investment trends. Shaun Rein on the wages: Roubini also underestimatesRead More →

Arthur Kroeber by Fantake via Flickr China’s government is placing its bets on increasing domestic spending by consumers, tells Arther Kroeber in The Guardian. But the inflation seems to be undermining the confidence among those consumers. The 11.7% rise in food costs reflected growing demand, a shrinking pool of youngRead More →

Rupert Hoogewerf The number of Chinese millionaires has increased in one year time by almost 10 percent, to 960,000. The number of super rich, those have over US§15 million in assets, went up 9 percent to 60,000, according to the latest Hurun Report, produced by Rupert Hoogewerf. From eFinancialNews: WhereRead More →

Victor Shih by Fantake via Flickr Despite three trillion US dollar in foreign reserves, China’s banking system is more fragile than you would think when you look at that figure only, tells Victor Shih at the Institute for New Economic Thinking. Much of China’s wealth is concentrated with very few.Read More →

Rupert Hoogewerf Despite government measures to curb housing speculation, property kept on creating wealth for China’s millionaires, says Rupert Hoogewerf or Hurun in the Shanghai Daily, as he publishes his latest report on the country’s rich. One in 1,400 Chinese owns over 10 million RMB (1.5 million US dollars) in assets.Read More →

Kaiser Kuo “No comment.” Few of our speakers have been quoted so often by the mainstream media saying nothing. Kaiser Kuo easily made it into the top-position of most-sought speakers for April as he was – and still is – unable to say anything about a possible cooperation between hisRead More →

Shaun Rein by Fantake via Flickr Shaun Rein addresses at CNBC China’s largest nightmare, inflation, as real estate prices and wages go up. But he remains optimistic about the country’s consumers, who keep on buying for the coming six months. Shaun Rein is a speaker at the China Speakers Bureau.Read More →

Hong Kong: too small via Wikipedia The new-to-built Shanghai Disney park should learn from the mistakes that have been made in the Hong Kong park, says Shaun Rein in Reuters. First, size matters. Shaun Rein, managing director of China Market Research said the problem with the Hong Kong park isRead More →

Image via Wikipedia What foreign companies, trying to tap into the China market, regularly forget is that there is no need for their services, tells retail analyst Paul French at Marketplace Public Radio. Home Depot is an example. Paul French responds to Raymond Chou, president of Home Depot China: CHOU: The HomeRead More →

Image via CrunchBase The China Speakers Bureau newsletter for April 2011 is available here. Just like last month, our focus is on how foreign companies win (IKEA, Apple) and lose on the booming Chinese luxury market. Related articles IKEA’s China problem: too popular – Shaun Rein (chinaherald.net) Getting your brandRead More →

The Temple of Apple via Wikipedia The Apple outlet in Pudong, Shanghai is getting mythical proportions and babtized by retail analyst Paul French the ‘Temple of Apple’. In Mercury News he explains why Apple changed from a laggard into a winner in the booming China market, unlike other US brands.Read More →

Image by Getty Images via @daylife The Swedish furniture retailer IKEA has become a public attraction comparable to Disneyland in the small number of stores they have in China, writes Shaun Rein on the CNBC website. When you are too popular as a foreign brand, it is not only goodRead More →