Shaun Rein

Shaun Rein, the Founder and Managing Director of China Market Research Group, shares his insights on the recent U.S.-China trade agreement that significantly cuts tariffs. He argues that China has strengthened its geopolitical position and provides a keen analysis of the evolving trade dynamics between the two nations. The discussion covers the potential effects on global markets, misconceptions about China's economy, and the complexities of international trade amidst rising national security concerns. Rein also touches on broader regional tensions, notably involving India and Pakistan.

Shaun Rein, Founder of China Market Research Group and author of "The Split," shares his insights on the ongoing U.S.-China trade war. He argues that China holds the upper hand due to its leverage in rare earth minerals, which the U.S. heavily depends on. Renowned for his expertise on China’s economy, Shaun discusses the implications of potential 100% tariffs and why such measures could backfire. He also explores the dynamics of decoupling and the impact on global markets, highlighting the resilience of China's economy despite tensions.