Latest Posts
Why China is not focusing on the rich – Shaun Rein
Business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order, discusses a fundamental difference in the politics of China and the USA concerning the rich. China focuses on the 90% of the population who are not rich, while the US goes for the rich, he says at the Thinkers Forum.Read More →
How a fast-changing society affects the ambitions of the young in China – Ashley Dudarenok
China’s society is changing fast, and youngsters are adjusting their attitudes on how to organize their lives. Marketing expert Ashley Dudarenok looks at those changes for Time. Individualism and self-love are some of the new features. “When traditional markers of success like marriage and homeownership become structurally inaccessible for many, young people are forced to redefine what a ‘good life’ means,” Dudarenok says.Read More →
China: one of the AI dark horses – Alvin Wang Graylin
Leading AI expert Alvin Wang Graylin, on the road to the World Economic Forum in Davos, discusses how China will be one of the AI dark horses to watch in 2026, as he tells at the Big Bang Tech Report. He points at Minimax, Moonshot, and Z.AI, and also on the hardware side, Huawei, he adds.Read More →
How US restrictions boosted China’s AI firms – Rupert Hoogewerf
On January 19, the Hurun Research Institute released the ‘2025 Hurun China Top 50 Artificial Intelligence Enterprises’ report, showing a firm rise for the country’s AI companies, including Cambricon Technologies, Moore Threads, and Muxi. Rupert Hoogewerf, Chairman and Chief Research Officer of Hurun Report, points at the US export controls as the main reason for the change, according to Futubill.Read More →
The split between China and the US is irreversible – Shaun Rein
The split between China and the US is irreversible, argues Shanghai-based business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order, in a discussion with Keith Yap on his YouTube channel. Trade with China has helped the United States, he says.Read More →
Can Heytea survive China’s tea wars? – Ashley Dudarenok/Arnold Ma
Heytea started in 2012 as a premium tea brand, but it has since become entangled in the China tea wars, following a trend to go cheap. Consumer experts Ashley Dudarenok and Arnold Ma are two of a range of experts figuring out whether Heytea can survive in Campaign Asia. will international growth offset China’s quality challenges?Read More →
Why most China experts stick to outdated perceptions – Shaun Rein
Stagnation is one of China’s economic key issues, but most China experts miss what is really going on because they left the country a decade ago, says Shanghai-based business analyst Shaun Rein to Glenn Diesen, author of “The Split: Finding the Opportunities in China’s Economy in the New World Order”. Unlike the previous financial crisis, the Chinese are sitting on a load of money and they are not in panic, but also do not spend their resources.Read More →
Rhetorical shifts but no change of China policies in 2026 – Arthur Kroeber
While there has been a shift in language on domestic consumption at the recent China’s annual Central Economic Work Conference, leading economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, does not see a change in policies for China’s economy in 2026 toward supporting the sluggish domestic consumption, he says at a debate at the Asia Society.Read More →
The great divide in China’s consumer market – Shaun Rein
Returns on China’s stock markets have been great, but that reflects only marginally on the consumer market, warns Shanghai-based business analyst Shaun Rein at CNBC. Only six percent of Chinese citizens hold equity, unlike, for example, the US, he says. 90 Percent is still trading down and not spending more on luxury goods, he adds.Read More →
How to deal with the Greater Bay Area – Ashley Dudarenok
Hong Kong is economically fast integrating with the rest of the Greater Bay Area (GBA). Hong Kong-based strategy expert Ashley Dudarenok looks at the challenges and opportunities at the GBA in an overview at the Macao News.Read More →
How Asia failed to reconcile with its history – Zhang Lijia
Social commentator Zhang Lijia, author of “Socialism Is Great!”: A Worker’s Memoir of the New China, used a visit with her daughters to the Nanjing memorial hall to discuss the recent tensions between China and Japan in the South China Morning Post. “In a region where history is unresolved, even forward-looking security policy is dragged into the past. The ghosts of the 1930s still whisper. It is tempting to ask: why can’t Asia reconcile as Europe did,” she asks herself.Read More →
What does Xi Jinping think about AI and other policy issues – Victor Shih
Political analyst Victor Shih discusses Xi Jinping’s policies, including AI, government spending, taxation, and his succession at The Global Equations. Read More →












