Latest Posts
Why investors need different options, including China – Jim Rogers
Investors need to keep their options open, in case things go wrong, to have an alternative, including China, says Singapore-based American investor Jim Rogers at the Nomad Capitalist. “You hope you do not need it, but you need to have the option,” he says.Read More →
What can Asian startups learn from China? – William Bao Bean
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 →
Why low-cost platforms are logical winners – Sharon Gai
Shein, Temu and TikTok have become winning platforms on the internet, and for a good reason, says e-commerce expert Sharon Gai at the Rest of the World. “Globally you have an economic slowdown, so a lot of consumers are also spending less per platform,” Read More →
Sharon Gai joins China Speakers Bureau
The China Speakers Bureau is happy to announce Sharon Gai is joining its stable of high-profile speakers. Sharon Gai is based in San Francisco and has worked at top management positions in Alibaba and other e-commerce companies.Read More →
Continued stress on China’s fiscal system – Arthur Kroeber
Rating agencies have been lowering China’s rating. Renowned economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, does not see an acute financial problem for the country, but costs for financing its debts will constrain its economic growth, not only for the quarters to come but for the next few years, he tells CNBC.Read More →
Trading down is the name of the current game – Shaun Rein
China’s consumers are becoming more cost-sensitive, and that means a profound change in the country’s retail, says business analyst Shaun Rein at CNBC. “The name of the game for Chinese youth in 2024 is trading down. Instead of Starbucks, youth are buying Luckin coffee,” Rein says.Read More →
The mixed legacy of ‘old friend’ Kissinger – Ian Johnson
The death of US diplomat Henry Kissinger has triggered different qualifications, varying from an old China friend to a war criminal. Kissenger does have a mixed legacy when it comes to China-US relations, says China veteran Ian Johnson at NBC.Read More →
How tech transfers can curb carbon emissions in food production – William Bao Bean
VC William Bao Bean, managing director of Orbit startups, explains how tech transfers can limit – for example – carbon emissions in food production at COMEUP 2023. His 20-year experience in China helps other Asian startups to avoid mistakes China has made.Read More →
Jack Ma’s new packaged food enterprise – Ben Cavender
Jack Ma, Alibaba’s founder, surprisingly got public again by investing in “Hangzhou Ma’s Kitchen Food”, selling prepared food. Business analyst Ben Cavender looks at the new move at CNN. “Packaged meals are becoming increasingly popular,” he told CNN.Read More →
How artists can make money from their music – William Bao Bean
Investor William Bao Bean, Managing Director of Orbit startups, explains how he helped artists make money from their music at All That Matters 2023, introducing three successful investments from his portefeuille. Explaining the fast-changing models to generate money, using for example Tiktok/Douyin, and many more new tech models.Read More →
How is China’s comeback working out – Shaun Rein/Ashley Dudarenok
Business analyst Shaun Rein is interviewed by marketing guru Ashley Dudarenok on the most recent developments, as consumer confidence in China is slowly recovering at the end of 2023. But because of the ongoing trouble with the US, and because US firms fear more counterproductive measures by US President Biden, there are still many bears on the road to economic recovery. China focuses more on domestic companies, as US companies retreat, and the global south turns decisively to China for support, he says.Read More →
Why the equity market is wrongly shunning China – Shaun Rein
The equity market is shunning China, and especially Hong Kong, says business analyst Shaun Rein to the Schwab Network. But it is for the wrong reasons, as the economy is still bad, but slowly recovering, he says. Retail sales are going up, employment is improving and FDI is coming back in 2024, so reasons are enough to take those positive signs into account.Read More →