Shaun Rein, Founder of the China Market Research Group, discusses the recent China stimulus package, whether China can recover from deflation and the worst property market collapse in its history, and the future of political tensions between China and the U.S.

*This video was recorded on October 10, 2024

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0:00 - Intro

1:50 - “Nothing Going Right In China’s Economy”

5:52 - China’s stimulus explained

11:20 - Wealthy consumers

12:17 - Political tensions “wreaking havoc”

14:30 - Impact of tariffs

17:00 - Changing consumption trends

19:20 - Chinese investment in foreign markets

21:47 - Will China’s stimulus help real estate?

24:25 - China’s stock market outlook

29:44 - China’s stock market crash in 2014

31:45 - Is China turning into Japan?

35:00 - Future of U.S.-China relations

38:23 - Reunification of Taiwan

#china #economy #geopolitics