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.
