The Split

Finding the Opportunities in China's Economy in the New World Order

De: Shaun Rein

Narrado por: Kevin Shen

China dominates manufacturing and is the world's largest retail market, but for companies outside of China, finding ways to do business in the country is increasingly uncertain in the face of rising US-China tension, combined with China's crackdowns on the tech and education sectors.

Shaun Rein runs the China Market Research Group and has spent his career helping multinationals understand where the opportunities are in China. An American who's lived in Shanghai for 25 years, he has long been one of the biggest China bulls. He now argues that while China is not a must-go destination for all companies and investors, there are still many non-politically sensitive sectors where long-term opportunities can be sought.

The Split analysis the geo-political split between the US and China, China's sharp turn towards socialism and how this will cut into fat margins in many sectors. It explains why corporations in sectors such as semiconductors and AI should stay clear of China and relocate to other countries like Vietnam, India and Mexico. Yet principally, Rein makes the case that that fears about China's shift are far overblown and that for most sectors it should remain the main growth driver for even the largest companies.

Expert insights into China's national policy reforms, its rising middle class seeking to save and invest, and their focus on health and wellness, will inform the international strategic decisions for companies around the world in sectors such as finance, consumer goods and auto.

China will soon eclipse the United States as the world's largest economy and companies will lose out if they do not know how to invest in China properly. No company has been able to get into China for 3 years. Shaun Rein hasn't left. He's therefore uniquely positioned to advise now that China is opening up again.

The Split presents a unique and informed case for why the time is definitely now to capitalize on policy changes and trends in China that will support long-term opportunities for your business.©2024 China Market Research Group Ltd

Reseñas de la Crítica

Shaun Rein is a consistently challenging thinker and essential guide for anyone trying to make money in complex Chinese markets. The Split should be essential reading for any foreign investor trying to understand how a new era of geopolitical upheaval is going to make that task harder still.

Shaun Rein's The Split is a highly readable and richly detailed field guide to foreign business opportunities in China during an era of heightened geopolitical rivalry with the U.S. and accompanying shifts in economic policies and regulation on both sides. Drawing on many years of on-the-ground experience and myriad interviews, Rein offers a nuanced account of which sectors remain promising, which do not and where new challenges may lurk.

Based on decades of residing and researching the economic environment and policy making process of the Chinese central government, this book is a must-read for anyone interested in learning more about China's complex political and economic landscape. It presents a well-informed and in-depth analysis of the evolving and complex environment in China, and the challenges and opportunities for foreign investors posed by the growing geo-political tension and trust deficit between Washington and Beijing.

very insightful, real understanding of China

unlike many useless China bashing entertainment books, this is a real, proper assessment of what is really going on in China, why those things are happening, and what businesses can do to navigate those themes.

Beyond the Headlines: Navigating China’s Economic Opportunities

At first glance, The Split seems like a book about geopolitics, but its real focus is identifying opportunities in China’s evolving economy. Shaun Rein offers clear and nuanced insights, cutting through sensational narratives to explain the “why” and “how” behind China’s shifts. Using an accessible, conversational tone, he breaks down complex macroeconomic trends and highlights sectors like finance, consumer goods, health, and autos where long-term potential remains strong.

For anyone interested in China’s economy and global market strategy, this is an essential read.

Clear voice of reason in a murky world

Shaun is one of the few voices of reason writing about the reality of where we are now and how we got here in the relationship between US and China. His views are based on decades of real world data and conversations on the ground in both markets. It’s worth a read and you’ll be smarter about what you need to do to survive and thrive from this avoidable conflict.

Great book about modern day China

Shoun did a great job highlighting the progress of the Chinese society in the last few decades. It’s one of the books you can’t put down until you finish.

What works for the whole is all that matters

Very eye opening and inspiering.
A shout out to . Cyrus Janssen where I was introduced to Mr Rein’ work.
Now I want to go to this spa in Tibet!