While bullish on the Chinese economy in the long run, business analyst Shaun Rein at CNBC says investors should still be trading down today. While the government financial mini-bazooka has revived the equity markets quite well, he adds, it is not enough to get the economy rolling again.Read More →

China’s new energy industry is key in creating wealth, says Rupert Hoogewerf at the Hurun website, reporting on the  the Global Unicorn Index 2024. “In the latest Hurun China Top 500, new energy has risen to fifth place, with 36 companies making the cut.  This was significantly up on just five years ago, when there were a mere 14 new energy companies, making the industry not even a Top 10,” says Rupert Hoogewerf.Read More →

China’s electric car makers are doing pretty well, certainly domestically and – perhaps except the US – also internationally, says leading economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know. Excess capacity seems mainly a problem for traditional car makers, as demand for EV vehicles is only picking up. Internationally EV makers might face some restrictions, but they seem able to manage those, Kroeber adds in a debate organised by the Asia Society.Read More →

Pinduoduo (PDD) suffered an unprecedented 30% decline in its share value at the start of this week, but business analyst Shaun Rein sees here an opportunity for investors. Buy PDD, he tells them on CNBC. The company has hit a wall through China’s consumer decline in trust, but he sees enough possibilities to grow overseas, especially with Temu, he adds.Read More →

While the controversy between China and the US is heating up, and almost every country tries to invest in their own AI, Alvin Wang Graylin, co-author of Our Next Reality: Preparing for the AI-powered Metaverse, pleads for a global approach to developing the new industrial revolution, he tells in an interview wat WISE on Air with Elyas Felfoul.Read More →

China’s EV brands like NIO and BYD are currently beating Tesla, says Shanghai-based business analyst  Shaun Rein at CNBC. While China’s automotive industry is pushing out new models and innovations, Tesla looks old-fashioned with a model that has not changed over the past six, seven years, he adds.Read More →

Business analyst Shanghai Rein hits out at the NEV taxes the US has implemented and the EU is planning to start too. China has dealt with domestic pollution as asked by the rest of the world and developed its electric car industry, and now gets hit, he argues. While tensions between China and the EU are growing, they will not be as back at the US-China trade war, he expects, as China still needs investments from Europe.Read More →

AI-expert Alvin Wang Graylin, c0-author of  Our Next Reality: Preparing for the AI-powered Metaverse, gives the commencement address at the 2024 UW ECE Graduation Ceremony, telling the new generation how the next industrial revolution will work out in their lives and careers. What challenges will the graduates face in the next ten years?Read More →

Business analyst Shaun Rein discusses the current state of China’s economy, how consumer confidence is slowly recovering, and why the fear of geopolitical tensions stops them from spending more in the economy. Why investors should be careful in investing right now into the second economy.Read More →

Days are gone when Chinese consumers carried large plastic bags of cash to pay for houses, cars, international trips, and other big-ticket purchases. Credit cards are big among especially younger consumers, says Shanghai-based business analyst Shaun Rein at the WSJ.Read More →

China’s consumers are still nervous, the economy is weak, but looking good in the longer run, says Shanghai-based business analyst Shaun Rein at CNBC. Consumers are trading down now, but both real estate and infrastructure are not helping the economy, he adds. In the next decade, China’s middle class will grow from 400 to 800 million. Rein saw many of his clients move temporarily to Japan but is sure they will return to China.Read More →