Wednesday, February 19, 2025

China is back in business in next 6,12 months – Shaun Rein

 

Shaun Rein (right)

According to Shanghai-based business analyst Shaun Rein in The Global View, capital is moving back to China, and the country will be back in business in six to 12 months. In the short run investors in the stock markets have to be careful, as China’s stock markets behave more like volatile retail markets where institutional investors have little influence. He adds that the tech markets will especially be booming again now Xi Jinping showed his full support for the sector.

Shaun Rein is a speaker at the China Speakers Bureau. Do you need her at your meeting or conference? Do get in touch or fill in our speakers’ request form.

Are you looking for more experts to manage your China risk? Do check out this list.

Monday, February 17, 2025

How Huawei developed from an obscure brand into a national champion – Kaiser Kuo

 

Kaiser Kuo

China expert Kaiser Kuo kicks off a wide-ranging debate on Huawei and describes how it developed from a rather obscure brand with no government support into the national champion it is today, at the Asia Society. Now it appeals to nationalistic feelings among consumers in China, but that trajectory was not so obvious at its humble start, he says.

Later, the debate focuses on whether Huawei can have its own “DeepSeek moment” in the semiconductor industry.

Kaiser Kuo is a speaker at the China Speakers Bureau. Would you like him at your meeting or conference? Contact us or fill out our speakers’ request form.

Are you looking for more innovation experts at the China Speakers Bureau? Do check out this list.

Friday, February 14, 2025

China consumers turn to local brands because of costs and patriotism – Shaun Rein

 

Shaun Rein

China’s consumers turn to local brands because they tend to be cheaper than international brands, and because of patriotism because of the US-China trade war, says Shanghai-based business analyst Shaun Rein to CNBC. Anti-US sentiment was already virulent under Biden because of anti-Chinese measures. Under Trump that has not yet improved, adds Shaun Rein, but the Chinese hope Trump is more transactional than Biden was.

Shaun Rein is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Get in touch or fill out our speakers’ request form.

Are you looking for more strategic experts at the China Speakers Bureau? Do check out this list.

Friday, February 07, 2025

Consumer spending disappoints during lunar new year – Shaun Rein

 

China’s lunar new year is usually the time of the year consumers spend their money, but business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order, saw this year consumer spending was low, very low, he tells CNBC. An exception is investing in China’s tech companies, who are successfully fighting US sanctions, he adds, at least among the movers and shakers in China.

Shaun Rein is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Get in touch or fill out our speakers’ request form.

Are you looking for more experts on China’s digital transformation at the China Speakers Bureau? Do check out this list.

Thursday, February 06, 2025

How China sets the pace in innovation – Alvin Wang Graylin

 

Alvin Wang Graylin

Innovation expert Alvin Wang Graylin, Global VP of Corp. Dev., HTC Global VP of Corp. Dev., HTC and co-author of Our Next Reality: Preparing for the AI-powered Metaverse, discusses China’s progress in innovation in a wide-ranging interview with Dr. Wake, and how the country has become a global leader in IT.

Alvin Wang Graylin is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Get in touch or fill out our speakers’ request list.

Are you looking for more innovation experts at the China Speakers Bureau? Do check out this list.

Monday, February 03, 2025

The innovation battle between China and the US – Shaun Rein

 

Shaun Rein

Business analyst Shaun Rein looks at the nervewracking few weeks for the global IT industry, starting with the DeekSeek moment of fame, proving that China was way ahead of the US competition in AI. Also, TikTok, Trump’s curtailing of Nvidia, RedNote’s success, censorship in the US, and Silicon Valley get his verdict on East-West Investment opportunities.

Shaun Rein is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Get in touch or fill out our speakers’ request form.

Are you looking for more innovation experts at the China Speakers Bureau? Do check out this list.

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Monday, January 27, 2025

Three trends shaping China’s development – Kaiser Kuo

 

Kaiser Kuo

China expert Kaiser Kuo attended this year’s World Economic Forum in Davos and wrote up the three trends shaping China’s development for the Weforum. Including how China is managing multiple transitions, its role in the global industry, and the country’s latest breakthroughs in artificial intelligence.

Kaiser Kuo:

The electric vehicle sector emerged as a prime example of China’s evolving role in global industry. Pan Jian, co-chairman of Chinese EV battery giant CATL, emphasized the need for global collaboration: “It’s not going to be a one-country effort in terms of EVs. It’s going to be a global effort.” He highlighted China’s success in fostering a robust EV ecosystem through what he called a “perfect marriage between the public and private sectors,” while noting that software integration has been crucial to China’s EV success: “In China, we no longer call them EVs; we call them EIVs — where the ‘I’ stands for ‘intelligent.’ The ‘I’ is what truly makes the difference. Without the intelligence aspect, EV penetration in China would never have exceeded 30%.”

More trends at the Weforum.

Kaiser Kuo is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Get in touch or fill out our speakers’ request form.

Are you looking for more stories by Kaiser Kuo? Do check out this list.

How Hurun Rich list survived 25 years in China – Rupert Hoogewerf

 

Rupert Hoogewerf

Rupert Hoogewerf, founder and compiler of the Hurun China Rich List, looks back at the 25-anniversary of his Hurun Rich List and explains how his company survived all the twists and turns in China’s recent history.

Rupert Hoogewerf is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Get in touch or fill out our speakers’ request form.

Are you looking for more stories by Rupert Hoogewerf? Do check out this list.