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.Read More →
Financial and innovation expert Winston Ma, an adjunct professor at NYU, discusses how AI is reshaping the Chinese industrial revolution at state-owned CGTN. Not only has DeepSeek emerged as a leading AI tool, but other companies are following this lead and expanding into industrial sectors rapidly.Read More →
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.Read More →
China veteran Kaiser Kuo, host of the renowned Sinica Podcast, moderates a debate on China’s strategy in the global power transitions for the Ukrainian Platform for Contemporary China. Some of the key questions: How does the Russo-Ukrainian War affect China’s relations with its key partners? How has the Russo-Ukrainian War reshaped China’s economic capacity?Read More →
China’s tech industry seems ahead of the US, especially now that DeepSeek has come onto the playing field. Tech and finance adjunct professor at NYU Winston Ma discusses how the US restrictions on tech might have hampered US-China trade relations at CNBC’s Squawk Box.Read More →
The 2024 China company list for non-state companies has seen a large number of newcomers and a drop in traditional companies, says Rupert Hoogewerf, chairman and chief researcher of the Hurun Research Institute, at the China Daily. Companies on industrial products, semiconductors, and software services went up, while medical devices and consumer goods went down.Read More →
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.Read More →
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 →
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’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 →
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 →
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 →