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 →

Many observers have been pessimistic about China’s recent leadership changes and the centralization under Xi Jinping. Still, renowned economist Arthur Kroeber sees a significant upside, at least for the short term. Also, what is Xi Jinping’s vision for the country’s economic development?Read More →

Political analyst Victor Shih looks at the seachange that has taken place in China since Xi Jinping took charge. Especially 2015 was the transition year, where Xi and the party even sidelined the previously more powerful state council, he tells at the China Inside Out meeting at the Asia Society in New York, together with his colleagues from the University of California San Diego’s 21st Century China Center (21CCC).Read More →

China veteran Kaiser Kuo, co-founder of the Sinica Podcast and editor-at-large of the China Project, discusses the current state of the US-China relations, together with Susan Shirk, introducing her latest book, Overreach: How China Derailed Its Peaceful Rise at the Richard M. Krasno Distinguished Professorship at UNC-Chapel Hill, presided by Klaus Larres.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 →

The crowds might be back in China’s restaurants but they are not spending as much as they used to. The economy is not back on track, the labor market is bad and salaries are being cut. Business analyst Shaun Rein has sent his researchers out, and they did come back with bad news, he tells CNBC.Read More →