Confidence among consumers and investors in China’s economy is at a low and even getting lower in the coming weeks, says business analyst Shaun Rein to CNBC. Even a firm financial stimulus from the government like in the past is not going to work, as shortage of liquidity is not the real problem.Read More →
“When the Chinese get good at something, all of the sudden, the United States says, ‘This is a national security risk’”, says Shanghai-based business analyst Shaun Rein on the tech arms race between China and the US, where Huawei, TikTok, and others got into trouble in the US, in his interview with Ian Bremmer.Read More →
Former China bull Shaun Rein explains to Ian Bremmer how he changed into a bear during the corona crisis last year. In a wide-ranging exchange of thoughts, he points to the lack of trust and communication between China and the US. And is China moving in the direction of socialism?Read More →
Confidence among consumers and investors is still low, but Shanghai-based analyst Shaun Rein sees some light at the end of the tunnel. Liquidity is not a problem, but both consumers and investors are still careful in spending their money for the next two, three months, he tells CNBC.Read More →
Live streaming is a solid marketing tool in China, but some of the live streamers focus now on TikTok for Europe and the US. Business analyst Shaun Rein explains to AP why that shift is happening.Read More →
China business analyst Shaun Rein looks at the different views China has on the Blinken and Yellen visits for CNBC. Both officials represent a different camp in the Biden administration, and unfortunately, Blinken might have more sway compared to Yellen, he thinks.Read More →
China business veteran Shaun Rein discusses with Cyrus Janssen how China has faced challenges since it opened up post-Corona. Outbound travel has not resumed, expected revenge spending did not happen and consumer confidence is at the lowest rate ever. No, he says, China is not yet back to normal, because consumers sit on their corona savings, unwilling to spend. And foreign investors, while CEOs are going to China, are hesitant to resume investing in China, at least till the end of 2023. But support for Xi Jinping is still there, he sees. Though, expect a tough 10-20 years.Read More →
Business analyst Shaun Rein visits the US for the first time in four years after Covid-19 lockings in China, and he explains why he has become bearish on the country. Consumer confidence is down at a historic low, and an expected revenge purchase after the lockdowns ended stayed away. Foreign companies are pressured by the US to split off their operations, despite a wide range of international CEOs visiting China last month.Read More →
China’s consumer confidence remains low, even when its largest e-commerce platforms offer massive support, says business analyst Shaun Rein at the Hill. Rein said that consumers were less likely to spend more during 618 as merchants had already been discounting heavily for years because of the pandemic, and deals were not that much better compared to previous months.Read More →
Business analyst Shaun Rein comments on the disappointing figures from Alibaba for CNA. “The economy is improving, but certainly not on track,” he says. While the consumers might be traveling more compared to 2019, they are certainly spending less, as their confidence is low, Rein adds.Read More →
The baby industry used to be a winner in China in the past, but the falling birth rate is hitting international companies in this industry hard, says Shanghai-based business analyst Shaun Rein to Reuters. Part of the industry is now refocusing on India, which overtook China in population growth.Read More →
Alibaba’s plan to split its US$200 billion company into six entities with IPO potential unlocks massive opportunities for investors, says business analyst Shaun Rein to CNA. It also aligns nicely with Xi Jinping’s intention to make China’s economy, more competitive by dividing up the Alibaba giant, he adds.Read More →