Latest Posts
China is back in business in next 6,12 months – Shaun Rein
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.Read More →
How Huawei developed from an obscure brand into a national champion – 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.Read More →
China consumers turn to local brands because of costs and patriotism – 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.Read More →
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.Read More →
How China sets the pace in innovation – 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.Read More →
The innovation battle between China and the US – 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.Read More →
Why China and the US have the strongest startup ecosystem – Rupert Hoogewerf
The US and China have the best ecosystem for startups, because of the scale of their markets and the quality of their universities, combined with strong government support, says Hurun chairman Rupert Hoogewerf in his New Year speech at ECNS for the Year of the Snake.Read More →
Three trends shaping China’s development – 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.Read More →
How Hurun Rich list survived 25 years in China – 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.Read More →
While banning Tiktok might be fair game, it’s not smart domestically in the US – Victor Shih
Political analyst Victor Shih, author of Factions and Finance in China: Elite Conflict and Inflation and director of the 21st Century China Center at the University of California San Diego School of Global Policy and Strategy tells at UC San Diego Today. “From a pure competitive technology perspective: I don’t think the ban is optimal, but at least it’s fair game,” he says.Read More →
What makes China’s apps different – Sharon Gai
Former Alibaba employee Sharon Gai, author of “Ecommerce Reimagined: Retail and E-commerce in China”, is an expert on how Western apps and those from China differ from each other. Now that Rednote, formerly known as Xiaohongshu, has become an alternative for Tiktok, she takes the opportunity to dive into this issue again in her vlog.Read More →
The contentious future of CATL – Kaiser Kuo
The international march forward of China’s EV producers profoundly influences the supply chains. China veteran Kaiser Kuo looks at the World Economic Forum in Davos, especially at CATL, the market leader for batteries in China, and a magnet for geopolitical tensions, he writes at the WEForum.Read More →