Shaun Rein is the Founder and Managing Director of the China Market Research Group (CMR), the world's leading strategic market intelligence firm focused on China. He works with boards, billionaires, heads of states, CEOs and senior executives of Fortune 500 & leading Chinese companies, private equity firms, SMEs and long/ hedge funds to develop their China growth, political and investment strategies.
Shaun 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 author of international best-sellers "The War for China's Wallet: Profiting from the New World Order," "The End of Cheap China" & "The End of Copycat China.", Shaun’s latest book, The Split: The Opportunity in China’s Economy and Consumer Behaviour in the New Era of US-China Conflict is due out in September 2024 with Hachette.
The Split analyses 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.
Rein is regularly featured in the Wall Street Journal and The Financial Times. His op-eds have appeared in the New York Times. He frequently appears on CBS, CNN, BBC, CNBC, PBS and MSNBC. Rein formerly taught executive education classes for London Business School and was a weekly columnist for CNBC and Forbes. He also wrote a column for Bloomberg BusinessWeek.
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China's economy
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 three years. Shaun Rein hasn't left. He's therefore uniquely positioned to advise now that China is opening up again.
Geopolitical relations
Shaun 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.
Chinese consumer trends and innovation in China
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.
Links to previous talks:
ILTM Asia 2015 | Opening Forum | Shaun Rein
Estée Lauder, Adidas, HSBC, AXA, Credit Suisse, SASAC, Baker McKenzie, Blackrock, Baillie Gifford, KPMG, Macquarie, Nomura, Baird, AT Kearney, Herman Miller, Deloitte, CLSA, Global Sources, Fragomen, Clariant, Solvay, Sodexo, Barry Callebaut, Nestle.
Shaun has given speeches globally including South Africa, Australia, the US, France, the UK, Canada, New Zealand, Thailand, Singapore, Mexico, Vietnam, Japan, S. Korea, HK and Mainland China.