China’s consumers are dramatically changing their spending habits, says business analyst Shaun Rein at CNBC. They might not spend on EVs and real estate, but they are sitting on massive savings and will spend when they see the value. Why is Legoland winning the fight for the Chinese consumer, while Starbucks is losing it? Why do they enjoy holidays in mainland China, rather than Thailand or Europe?Read More →

Shaun Rein, author of  The Split: Finding the Opportunities in China’s Economy in the New World Order, uses a well-deserved holiday in Thailand for a signing session of his latest book. And to his surprise, the first buy was Thailand’s former Deputy Prime Minister and Foreign Secretary of Thailand, Parnpree Bahiddha-nukara.Read More →

China’s Double 11 consumer festival has kicked off for its longest edition ever with five weeks. Consumption expert Ashley Dudarenok looks at this year’s trends for Campaign Asia. Dudarenok, author and China digital expert predicts that countries such as Singapore, Malaysia, Thailand, Japan, and South Korea—now part of the “free shipping zone”—will see a sharp rise in new users.Read More →

VC William Bao Bean, managing director of Orbit Startups explains how Asian companies can learn from the example from Chinese companies. Not by simply copying the China models, but by learning the lessons and applying them in a new situation, he tells the Future Investment Initiative Hong Kong.Read More →

Former US president Trump tried to get US companies to return from China, but reshoring has been marginal compared to other logistic disruptions, says financial analyst Sara Hsu in an interview with the China Business Review.   “The focus has shifted away from reshoring to rightshoring,” she adds.Read More →

Where do they go to, where do they stay. The travel industry is eagerly looking at the luxury traveler from China. The latest Hurun Chinese Luxury Traveller report shows some answers: they increasingly go for luxury homes instead of hotels, says Hurun chairman Rupert Hoogewerf to the South China Morning Post.Read More →

The trade war between the US and China might only be starting, the fight is going to be one for the long haul, says economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, according to Dow Jones. “The U.S. and China are in for a long and acrimonious confrontation,” he says.Read More →

China’s leadership is gathering this week in Beijing to prepare another five-year plan, and affirm president Xi Jinping for another five-year term. Journalist Ian Johnson looks for the New York Times at the new role China is playing in the world. “His China could become a model for digitally driven authoritarianism around the world.”Read More →

After beating Uber, Didi Chuxing is now preparing to go international. And they have to, says business analyst Shaun Rein to Digital Trends, because at home they face growing governmental limits in expanding their business.Read More →

China´s first tier cities seem to be getting out of breath, while second and third-tier cities blossom. Business analyst Shaun Rein has been predicting the shift already for a long time, he tells the South China Morning Post. The rising prosperity of lower-tier cities may boost tourism to cheaper destinations like the Philippines and Thailand, he adds.Read More →