Diminishing water resources might force China to import large amounts of grain in the future, tells economic analyst Arthur Kroeber in Business Week. Although it might first groom domestic players like Cofco, before facing competitors like Cargill on a global market place.Read More →
Poor accounting standards in China make Chinese investors very weary of stocks in any Chinese company, business analyst Shaun Rein discovered in his research. In CNBC he explains why they prefer real estate, even though the government tries to cool down the industry.Read More →
Bonds from 15 local government agencies worth US$ 2.5 billions to finance the Beijing Olympics are due, and financial and political analyst Victor Shih tells Bloomberg that is reason enough to keep a close eye on how China is going to pay back its debts.Read More →
The successful Bright Food Group Co. announces a buying spree among Australian and European firms, according to Bloomberg. A smart strategy, comments retail analyst Shaun Rein, who says buying existing brands is better than building your own.Read More →
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. Read More →
China’s regulators have been scrapping preferential treatment of local firm to win procurement contracts from the government, originally meant to strengthen indigenous innovation. “It is a sign the government is listening to the needs of foreign companies,” says Shaun Rein in the China Daily.Read More →
Competitors from China are becoming better, IMD-professor Bill Fischer concludes in Forbes. Cheap labor and competitive pricing are replaced by a far greater asset: listening better to their clients. Fischer zooms in on UnionPay, China’s only electronic retail network.Read More →
Shaun Rein takes on China-bull James Chanos in CNBC and explains why China keeps on investing in infrastructure and why he is underestimating the current growth of wages.Read More →
Even premier Wen Jiabao calls China’s economy unstable, unbalanced, uncoordinated and ultimately unsustainable, writes Reuters. But despite those misgivings, economic growth will steam ahead, adds economic analyst Arthur Kroeber. Read More →
Long term China bull Shaun Rein warns against buying into listed Chinese companies, since in many cases they offer a receipt for trouble, he argues in CNCN. Not all NASDAQ listed Chinese companies are bad, but investors have to be very cautious.Read More →
The 88-year old French designer Pierre Cardin held a fashion show at the former Soviet aircraft carrier, docked in Tianjin, hoping to lure Chinese buyers for his firm. A smart move, Shaun Rein tells AFP.Read More →
The US could lose 1 to 2 trillion US dollar in revenue if they successfully scare away Chinese investors, writes Shaun Rein in CNBC, quoting a recent Asia Society report. “Fear mongering about China by American politicians and businessmen like Donald Trump has made Chinese think twice about investing in the U.S.”Read More →