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 →

Many observers wrongly see the current trade war between China and the US as a Cold War 2.0, says political analyst Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know® in an interview with Dwarkesh Patel. If American politicians started this war without seeing the difference from a cold war, it might be tough to bring it to an end, he adds.Read More →

In the US, the tension between science and politics has been raising eyebrows. In China, politicians do invite scientists to listen to their arguments and might follow their suggestions. Still, sometimes political preferences in Beijing prevail, for example, during the Covid crisis, says political analyst Victor Shin, author of Factions and Finance in China: Elite Conflict and Inflation, in his interview at Dwarkesh Clips.Read More →

The Trump administration is pretty clueless on China, and that is only one of many issues when both countries are going to deal with each other, says leading economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know, in an interview with the Australian broadcaster ABC. Both can inflict huge damage on each other, but neither is in a position to win a full-blown trade war, he adds.Read More →

China veteran Kaiser Kuo has spent a lifetime explaining what America and Europe misunderstand when dealing with China. In an interview with Michael Walker, he dives into the most important issues. “The West lacks a coherent approach to China, with America viewing it as an existential threat whilst Europe oscillates between paranoia about espionage and courting investment. Politicians across both continents share a superficial understanding of the world’s most important rising power.”Read More →

Innovation expert Ashley Dudarenok says human programmers will still be needed in her vlog. But AI is already replacing a range of jobs in China. For example, Alibaba introduced its first AI employee, Tongyi Lingma, last summer, and it made huge inroads into the work process, she notes.Read More →

Shanghai-based business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order, explains why China will not give in to Trump’s demands and why the idea of getting manufacturing back to the US is an illusion Americans should forget, he says at the Thinkers Forum.Read More →