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The Split

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

Author: Shaun Rein  

Paperback

As China reopens to the world, an expert insider's guide on how and where to capitalise an policy changes and trends in what is soon to be the world's largest economy, in order to find the long-term business opportunities.

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Paperback

PRODUCT INFORMATION

Summary

As China reopens to the world, an expert insider's guide on how and where to capitalise an policy changes and trends in what is soon to be the world's largest economy, in order to find the long-term business opportunities.

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Description

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.

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Critic Reviews

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. James Crabtree, author of The Billionaire Raj
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. Jacques deLisle, Director, Center for the Study of Contemporary China, University of Pennsylvania
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. Ambassador L. Albert Mariner, Somoa's Ambassador to China

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About the Author

Shaun Rein is the Founder and Managing Director of the China Market Research Group (CMR). He works with boards, billionaires, heads of states, CEOs and senior executives of Fortune 500 and leading Chinese companies, private equity firms, SMEs and hedge fund to develop their China growth, political and investment strategies.

Rein author of The End of Cheap China, The End of Copycat China, and The War for China's Wallet. Rein is regularly featured in the Financial Times, The Wall Street Journal and the New York Times and is a sought after keynote speaker focused on innovation, consumer trends and the economy in China.

Rein graduated from McGill University with a BA Honours in East Asian Studies, Harvard University with a Master's Degree Regional Studies: East Asia. He served on the Board of Trustees for St. Paul's School as well as the endowment's investment committee. He has lived in Shanghai, China since 2003.

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Product Details

Publisher
John Murray Press | John Murray Business
Published
5th December 2024
Pages
272
ISBN
9781399816397

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Pre Order
$32.39
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Pre order release date
9th December 2024
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