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The Split

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

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The Split

By: Shaun Rein
Narrated by: Kevin Shen
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About this listen

 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 International Politics & Government China Middle Class Socialism Stock Taxation Capitalism

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.
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.
All stars
Most relevant
Shaun Rein's 'The Split' is a masterclass in understanding the nuances of the Chinese economy amidst US-China tensions. Rein's analysis is not only insightful but also presented in a way that's accessible to those new to the subject, making it a must-read for anyone interested in global economics or business strategies in China, especially for the incoming US government to ease tensions between the US and China. The narrator, Kevin Shen, adds depth to the experience with a clear, engaging delivery that keeps you hooked. His ability to convey the intensity of the content without overpowering it is commendable. Overall, a brilliant book narrated exceptionally well.

The China primer for 2024

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if you have any bussiness exposure to China, you have to read or liten to this book.

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