Glenn Diesen - Greater Eurasia Podcast Shaun Rein: China's Economic Statecraft in a New World Order
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Jan 12, 2026 Shaun Rein, founder of the China Market Research Group and author of "The Split," shares deep insights on China's economic landscape. He discusses the real estate slump and consumer anxiety stifling spending. Rein highlights China's transition from a copycat to an innovator in technology, especially in AI and semiconductors, and details the rise of companies like BYD in the EV space. He also analyzes the impact of U.S. policies and tariffs on China’s resilience, advocating for a more strategic European engagement with the Chinese market.
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Real Estate Is Dragging Consumption
- China's real estate slump is causing stagnation rather than a systemic financial crisis.
- Consumer anxiety and low spending threaten entrepreneurship and long-term demographic recovery.
Target Indigenous Tech Winners
- Invest in Chinese indigenous technology firms focused on AI and semiconductors where domestic champions are emerging.
- Consider non-U.S. investors (e.g., sovereign funds) that face fewer political constraints to access these opportunities.
China's Shift From Copycat To Innovator
- China has moved from 'copycat' to an innovation powerhouse by combining capital, governance support, engineers, and ecosystem.
- Chinese AI and tech universities now rival global leaders and are rapidly producing top talent.
