Category Archives: inflation

The debate: The End of Cheap China – Shaun Rein

The End of Cheap China: Economic and Cultural Trends that will Disrupt the World is the title of Shaun Rein’s book, expected in March 2012. But the debate on the book has already started, at his linkedIn Group, The End of Cheap China.

Inflation undermines consumer confidence – Shaun Rein

Rising food prices are worrying China’s consumers, tells business analyst Shaun Rein in CNBC. Although he also discovered the women keep on shopping for now, although their buying habits changed dramatically.

China tied by inflation and debts – Shaun Rein

Shaun Rein by Fantake via FlickrChina will not be able to play a role in mitigating a new financial crisis, like it did in 2008 at the first dip, writes…

How the US downgrade affects China’s inflation – Shaun Rein

The world’s major stock markets braced for a black Monday, but also China’s financial policy makers have had a sleepless weekend over the US downgrade by S&P, Shaun Rein writes in the CNBC. They get now very vocal on the financial problems of the US.

On phantom facts and China bears – Shaun Rein

The China bears should get their facts straight, writes business analyst Shaun Rein in CNBC. He takes aim at economist Nouriel Roubini and MIT professor Huang Yasheng.

The political risks of China’s debts – Victor Shih

Social instability and a touchy change of power in 2012 are just two of a set of stinging problems China’s sky-high debts is causing the country, political analyst Victor Shih tells the Global Post in an extensive interview on the country’s shortfall.

China’s leadership: caught between inflation and deflation – Paul Denlinger

Cooling down inflation, stiff rising wages: China’s leadership has a hard time to steer between two evils, writes business analyst Paul Denlinger in Forbes. Things do not look well for the new leaders in 2012.

Inflation is _not_ under control – Shaun Rein

China’s premier Wen Jiabao, Jim O’Neill, Chairman of Goldman Sachs’ Asset Management, argued this, and an analyst at Royal Bank of Canada says inflation is under control, but our Shaun Rein begs to differ, in CNBC.

Buying Prada suits, not shares – Shaun Rein

Prada is not doing as well as Gucci and Louis Vuitton in branding themselves, and Shaun Rein tells at CNBC why he would buy their suits, but not their shares. China might be skipping import taxes on luxury goods for stimulate sales, so having a decent retail operation in China is crucial.

Roubini’s phantom facts on China – Shaun Rein

Famous economist Nouriel Roubini took a fast train from Shanghai to Hangzhou and saw it was almost empty. Shaun Rein explains him in Forbes why one train ride is not enough to predict a bubble in China that will pop in 2013.