Shaun Rein

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.

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 the China Market Research Group, discusses the shifting landscape of global politics and economics. He explores how China's superior manufacturing ecosystem has reshaped global trade. Rein highlights the tension between elite-serving US policies and China’s more inclusive governance. He delves into the implications of US sanctions and the drive for self-reliance in industries like semiconductors. Rein provides insights on the potential for a US-China rapprochement and offers career advice for the next generation.