What Western media miss in China – Shaun Rein

 

Shaun Rein

Shanghai-based business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order, looks at what Western media miss when they report about China in a wide-ranging discussion with Cyrus Janssen. They wrongly assume China is unstable and often miss the essence of what happens in the country. For example, when the government cracked down on Alibaba founder Jack Ma. What that was about was not a political struggle, but an effort to create a level playing field, where the larger IT companies did not dominate the market anymore, Rein says.

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.

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Why containing China is not going to work – Shaun Rein

 

Tariffs and sanctions on China are not going to help the US, says Shanghai-based business analyst Shaun Rein. Only fair competition can help, certainly not when it comes to AI, he argues in The Rise of Asia.

Shaun Rein 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.

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US companies should compete with DeepSeek and other IT firms, not get them sanctioned – Shaun Rein

 

Shaun Rein

US IT firms are wrongly pushing President Donald Trump to sanction winning Chinese companies like DeepSeek instead of trying to compete on a level playing field, says Shanghai-based business analyst Shaun Rein at the Thinkers Forum. Sanctions and tariffs are shooing the US in the foot as China develops its own industries instead of buying it in the US.

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

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One third of global wealth will come from China – Shaun Rein

 

Shaun Rein

One-third of global wealth will come from China in the future, says Shanghai-based business analyst Shaun Rein in a debate with George Galloway on this latest book, The Split: Finding the Opportunities in China’s Economy in the New World Order. One of the achievements of current leader Xi Jinping is that he has been able to diminish the gap between rich and poor Chinese, says Rein. China used to be an unfair society, focusing on the rich, but Xi focused on the poor and middle-class Chinese, a group that counts for 400 million people and might grow to 800 million.

Shaun Rein 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.

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What does Xi Jinping’s meeting with China’s tech giants mean – Shaun Rein

 

Shaun Rein

China’s President Xi Jinping met last week with the country’s major tech leaders, for the first time he did so since 2018. Business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order, discusses the importance of this policy change after the country’s tech industry suffered from a major crackdown in the past years, he tells at the Thinkers Forum. China’s industrial leaders heard it is ok to make money again after a long time, he added

Shaun Rein 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.

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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.

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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.

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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.

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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.

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How is the EU-China relationship moving on – Shaun Rein

 

Shaun Rein (left)

Business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order, dives into the future of EU-China relations, as Trump is getting settle for his second term as US president. He discusses the currently hostile relationship between some of the EU leaders and how the European continent can move ahead with a better relationship with China, more independent from the United States, he tells Volker Friedrich.

Shaun Rein 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.

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How will Trump negotiate with China – Shaun Rein

 

Shaun Rein at WION

‘Trump will use a shock and awe strategy to control China, similar to his tactics with Denmark, Greenland, Canada, Panama, and Mexico,’ says Shaun Rein, Founder and Managing Director, China Market Research Group (CMR) in an interview at WION. Tariffs, TikTok, and many other issues are hanging over the negotiations. But in the end, both countries are better off working together, says Shaun Rein.

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

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Deflation and layoffs will drag down China’s economy in the short run – Shaun Rein

Shaun Rein

While he remains optimistic about China’s economy in the long run, he foresees a rough time in most of 2025 as deflation and layoffs melt away the financial stimuli of the past months, tells business analyst Shaun Rein at CNBC’s Squawk Box. He sees a recovery only in nine to twelve months as consumer confidence is not going up in 2025.

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.

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What the West gets wrong about China’s economy – Shaun Rein

 

Shaun Rein

In an interview with Keith Yap, shanghai-based best-seller author and business analyst Shaun Rein, recently published The Split: Finding the Opportunities in China’s Economy in the New World Order and explains what the West gets wrong about China’s economy and how the country is working.

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.

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Why China’s trade war with the EU will be limited – Shaun Rein

 

Shaun Rein

The temperature of the trade relations between China and the EU has been going up, but business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order, does not expect it will be an all-out trade war, he tells CNBC. Rein expects China’s response to be “measured” as it seeks closer economic relations with Europe amid intensifying tensions with the U.S., he says.

CNBC:

Beijing will avoid escalation of its dispute with the European Union over tariffs on its electric vehicles, industry watchers said, a day after China again approached the World Trade Organization for resolution.

China’s commerce ministry said Monday that it had filed an additional appeal with the WTO over the EU’s tariffs on its EVs, as bilateral talks have yet to lead to a breakthrough.

The move is “a warning shot against Europe to show that it [China] is strong but won’t go too far,” Shaun Rein, managing director of China Market Research told CNBC, who expects China’s response to be “measured” as it seeks closer economic relations with Europe amid intensifying tensions with the U.S.

Since the tariffs came into effect last Wednesday, both sides have explored the possibility of setting minimum price commitments from Chinese car producers, as an alternative to the tariffs. The EU reportedly accounted for more than 40% of Chinese EV exports in 2023.

More at CNBC.

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

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Why Chinese prefer Trump over Harris – Shaun Rein

 

Shaun Rein

According to Shanghai-based analyst Shaun Rein, most Chinese prefer Trump over Harris because they expect Trump to be more transactional, while they feared Harrid would lead a more ideological struggle, he tells CNBC.

Shaun Rein 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.

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In 2024 the 11/11 singles day lost its luster – Shaun Rein

 

Shaun Rein

Business analyst Shaun Rein tells AP that the 11/11 singles day shopping bonanza has lost its previously sensational attraction. Even the shopping highlight has not been immune to the lackluster mood among China’s consumers.

AP:

Some experts say that Beijing’s recent stimulus measures have had little impact to boost consumer confidence.

“People are not interested in spending and are cutting back on big-ticket items,” said Shaun Rein, founder and managing director of China Market Research Group in Shanghai. “Since October 2022, the weak economy means that everything has been on discount year-round, 11.11 is not going to bring in more discounts that the month before.”

Rein said he expects low growth for the Singles’ Day shopping festival as consumers tighten their spending in anticipation of difficult economic times ahead.

Categories such as sportswear and fitness, however, have been doing well as customers “trade down a Gucci bag for Lululemon sportswear,” he said.

More at AP.

Shaun Rein 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.

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China investors should be trading down today – Shaun Rein

 

Shaun Rein

While bullish on the Chinese economy in the long run, business analyst Shaun Rein at CNBC says investors should still be trading down today. While the government financial mini-bazooka has revived the equity markets quite well, he adds, it is not enough to get the economy rolling again.

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

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Why the mini-bazooka is not enough to restore confidence in China’s economy – Shaun Rein

  

Shaun Rein

Business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order, explains why China’s mini-bazooka will not help its economy in the long run. People need a serious fiscal stimulus, so they are confident about the economy again, he argues in a talk with David Lin. “People have to feel safe again before they are going to spend the money they made again,” he adds.

Shaun Rein 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.

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