Former China bull Shaun Rein explains to Ian Bremmer how he changed into a bear during the corona crisis last year. In a wide-ranging exchange of thoughts, he points to the lack of trust and communication between China and the US. And is China moving in the direction of socialism?Read More →
Live streaming is a solid marketing tool in China, but some of the live streamers focus now on TikTok for Europe and the US. Business analyst Shaun Rein explains to AP why that shift is happening.Read More →
Public opinion in both China and the US about the other country is at a low, and political analyst Zhang Lijia fears those opinions might push both advisories into a new cold war, she argues in the South China Morning Post.Read More →
Marketing expert Ashley Dudarenok identifies three different groups of modern Chinese tourists and gives tips in Dao Insight on how businesses can attract them, especially now they tend to spend their money domestically, not internationally. She says now is the best time to set up 2023 and 2024 strategies.Read More →
China business analyst Shaun Rein looks at the different views China has on the Blinken and Yellen visits for CNBC. Both officials represent a different camp in the Biden administration, and unfortunately, Blinken might have more sway compared to Yellen, he thinks.Read More →
The geopolitical arguments between China and the USA are developing fast. Renowned economist Arthur Kroeber takes the stock right now as US treasury secretary Yellen visits Beijing, for the NPR. How can two major economies disentangle if they rely so much on each other?Read More →
China business veteran Shaun Rein discusses with Cyrus Janssen how China has faced challenges since it opened up post-Corona. Outbound travel has not resumed, expected revenge spending did not happen and consumer confidence is at the lowest rate ever. No, he says, China is not yet back to normal, because consumers sit on their corona savings, unwilling to spend. And foreign investors, while CEOs are going to China, are hesitant to resume investing in China, at least till the end of 2023. But support for Xi Jinping is still there, he sees. Though, expect a tough 10-20 years.Read More →
China’s new government promised foreign companies a more open economy, but the recent raids on China offices of Bain and Capvision consultancies leave foreign investors confused, says political analyst Victor Shih at Hong Kong FP. “It’s very puzzling considering Beijing says that it will boost foreign investment and entrepreneurial spirit. It seems like the right hand doesn’t know what the left hand is doing.” Read More →
Under US anti-China pressure Chinese companies downplay their roots. Business analyst Ben Cavender explains why those brands are downplaying their roots, he tells CNN.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 →
At the start of his third term China’s president Xi Jinping has been flexing his muscles internationally, while the country also promised to be open for private and foreign business. Ian Johnson, a scholar at the Council on Foreign Relations, tries to make sense of the conflicting messages at the CFR website.Read More →
A default of the US is highly unlikely, even in the current chaotic political setting in the United States, says leading China economist Arthur Kroeber, but today the risks for China are much higher than during the 2008-2009 crisis. A crisis would not offer an opportunity to build an international financial system around the Renminbi, next to the US dollar, he adds in the ChinaFile.Read More →