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Shaun Rein

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  • Why 8% May Not Be The Magic Number For China [View article]
    Yes, the retirement age in China especially in SOEs is far too young. It needs to be extended (just like elsewhere in the world like the US). When you look at retirement ages were implemented and life expectancy at the time, one realize the dates should be delayed a decade or more.
    Feb 4 04:28 AM | 1 Like Like |Link to Comment
  • Why 8% May Not Be The Magic Number For China [View article]
    Exactly, one of the reasons why I am bullish on the economy if that the labor market remains tight -- it is still relatively easy to find a decent, low paying job.
    Feb 3 05:06 PM | 1 Like Like |Link to Comment
  • For U.S. Brands, There's No Middle In China's Middle Class [View article]
    I actually think Coach will do well -- it is not considered middle class here... it is a good choice for a woman buying a 2nd or 3rd or 4th bag. It is considered good value for stylish women.
    Feb 1 07:50 PM | Likes Like |Link to Comment
  • Why 8% May Not Be The Magic Number For China [View article]
    Well, he has been completely wrong, completely, on his analysis of China yet somehow people still listen to him. Have to give him credit, he was able to position himself as a bear, raise money, and take negative positions. Even though the economy certainly was not as sick as he argued, there was some low hanging fruit on the downside. Class short seller play.
    Jan 29 03:53 AM | 1 Like Like |Link to Comment
  • Why 8% May Not Be The Magic Number For China [View article]
    I agree that I am quite confident in the next 5-10 year space. There are still lots of improvements to be made in productivity, bringing rural areas into the first world, and cutting back on inefficient regulatory regimes.
    Jan 25 03:34 AM | 1 Like Like |Link to Comment
  • Why 8% May Not Be The Magic Number For China [View article]
    Thanks for the kind comments MiaMia. Have a nice day.
    Jan 22 09:00 AM | Likes Like |Link to Comment
  • Why 8% May Not Be The Magic Number For China [View article]
    Good points Alpine. Indeed, productivity in China is improving. As long as it continues, I expect growth to continue.
    Jan 22 08:59 AM | 1 Like Like |Link to Comment
  • Why 8% May Not Be The Magic Number For China [View article]
    Ben Gee: good points on the aging population. Thank you for sharing.
    Jan 18 07:33 PM | 1 Like Like |Link to Comment
  • Mercedes Needs To Rethink Its China Market [View article]
    Thanks for sharing Sam. Indeed, VW has positioned itself well for the mid market in China, and they capture the high end now with Audi and Porsche. They also own Rolls Royce so they are able to hit nearly all the price points, styles that Chinese consumers want. They will do well as they have differentiated everything quite well.
    Oct 29 10:28 PM | 1 Like Like |Link to Comment
  • Mercedes Needs To Rethink Its China Market [View article]
    Another issue Volvo/ Geeley now will have to overcome in China... there are too many Volvo buses for the brand to be seen as being able to charge the kind of prices it wants for sedans. Sales are indeed sputtering.
    Oct 29 07:07 PM | 1 Like Like |Link to Comment
  • Mercedes Needs To Rethink Its China Market [View article]
    I do think being associated as a "cab" brand definitely hurts the image/ brand positioning of companies and selling to taxi fleets is a strategy I would be wary to employ by auto brands. The short-term revenue gain is offset by the damaged longer-term position... unless the brand wants to be seen as cheap.

    Hyundai became the de facto taxi brand in BJ 10 years ago which hurt them as they wanted to be seen as a mid-premiumish. That obviously did not work and they sputtered. But now they are seen as cheap in China which is a good price point.
    Oct 29 07:06 PM | 1 Like Like |Link to Comment
  • Mercedes Needs To Rethink Its China Market [View article]
    Indeed, those Mercedes cabs did hurt the brand. I often booked them though for airport trips and missed when they got rid of them.
    Oct 27 10:12 AM | 1 Like Like |Link to Comment
  • 3 Myths About Chinese Consumers [View article]
    Datadave: I second mh001's tilt of the glass. I agree with much of your analysis, thanks for sharing.
    Aug 12 02:40 AM | 1 Like Like |Link to Comment
  • Stocks To Own And Stocks To Avoid To Profit From China's Growth - An Interview With China Expert Shaun Rein, Part 1 [View article]
    mh001: there is no point in engaging people like BEA. He is attacking Sam and others because of his own limitations of knowledge yet amazingly does not seem interested enough to learn.

    He does not, it seems, realize that in China companies pay income tax directly for employees. It is impossible for an employee to pay income tax directly.

    We should be happy -- we can always bet against people who are so sure of themselves who have such little knowledge.
    Jul 25 07:21 AM | 1 Like Like |Link to Comment
  • Stocks To Own And Stocks To Avoid To Profit From China's Growth - An Interview With China Expert Shaun Rein, Part 1 [View article]
    BEA: where did I ever say it is legal to evade taxes? For you to continue to argue that I did shows your inability to comprehend basic points. I should not be surprised as the rest of your posts indicate the same manipulation of words.
    Jul 23 12:35 PM | Likes Like |Link to Comment
COMMENTS STATS
165 Comments
94 Likes