Business analyst Shaun Rein visits the US for the first time in four years after Covid-19 lockings in China, and he explains why he has become bearish on the country. Consumer confidence is down at a historic low, and an expected revenge purchase after the lockdowns ended stayed away. Foreign companies are pressured by the US to split off their operations, despite a wide range of international CEOs visiting China last month.Read More →

China’s central government surprised this week by supporting its economy by a string of measures including cutting interest rates. Financial analyst Ben Cavender expects more action in the coming months, but meanwhile, foreign investors get jibberish and that might offer great opportunities for other economies like India, he adds at CNBC-TV18.Read More →

Business analyst Shaun Rein comments on the disappointing figures from Alibaba for CNA. “The economy is improving, but certainly not on track,” he says. While the consumers might be traveling more compared to 2019, they are certainly spending less, as their confidence is low, Rein adds.Read More →

Many observers have been pessimistic about China’s recent leadership changes and the centralization under Xi Jinping. Still, renowned economist Arthur Kroeber sees a significant upside, at least for the short term. Also, what is Xi Jinping’s vision for the country’s economic development?Read More →

Alibaba’s plan to split its US$200 billion company into six entities with IPO potential unlocks massive opportunities for investors, says business analyst Shaun Rein to CNA. It also aligns nicely with Xi Jinping’s intention to make China’s economy, more competitive by dividing up the Alibaba giant, he adds.Read More →

The crowds might be back in China’s restaurants but they are not spending as much as they used to. The economy is not back on track, the labor market is bad and salaries are being cut. Business analyst Shaun Rein has sent his researchers out, and they did come back with bad news, he tells CNBC.Read More →

China’s consumers are sitting on excess savings of 6 trillion yuan (US$874 billion), but business analyst Shaun Rein sees consumer confidence is pretty low, and they seem unwilling to spend their savings, he tells the South China Morning Post.Read More →

China lost 229 billionaires in the last year as a faltering economy, sliding stocks and a depreciating yuan hit the country’s super-rich harder than their peers in any other nation, according to a new list published by Hurun Report. Rupert Hoogewerf, chairman and chief researcher of Hurun Report, “Chinese entrepreneurs will actively look to expand abroad from this year as they have a global perspective,” says Hoogewerf, according to the South China Morning Post.Read More →

Tech investor William Bao Bean, managing director of Orbit startups, shares the major stories he learned from the tech revolution in China, at a Pakistan conference. “The government chooses to go out of the way of change,” he tells his audience. Why startups do not need to be squeezed between China and the US.Read More →