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Shaun Rein

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  • Is China's Economy Heading For A Crash? [View article]
    KDI: you seem to use facts just fine but I don't see how issues on water currently is going to cause a massive cycle of deaths in China. Nor do I see a growing number of massive riots that are threatening to take down the state. My book End of Cheap China has observations on some riots that I have been involved with... protests tend to be targeted on a fairly micro issue and are not trying to topple the State. Most people still support the direction the govt is taking the country, see Pew Center data on this.
    Jul 21 03:05 AM | 0 Likes Like |Link to Comment
  • Is China's Economy Heading For A Crash? [View article]
    DaLatin/ Sam: rents in Lujiazui are soaring indeed because of limited grade a office space. My firm's rent went up 18% this year... and I felt lucky at the reasonableness...
    Jul 21 03:02 AM | 0 Likes 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]
    Sam: exactly. the underground is far larger than most economists estimate (that was a major part of my graduate school thesis) which does help explain why China is so expensive. The End of Cheap China has indeed arrived.
    Jul 21 02:59 AM | 0 Likes Like |Link to Comment
  • Is China's Economy Heading For A Crash? [View article]
    A verge of another massive die-off? Where is the data, stats, anything to even come close to entertaining this conclusion/ notion? Please share.
    Jul 18 08:07 PM | 0 Likes Like |Link to Comment
  • Is China's Economy Heading For A Crash? [View article]
    Thanks canb888 for the kind comments. Exactly, rental prices are going up and the ultra high end residential units are selling out like crazy. The limits are causing the price softening -- and they should have limits to prevent a bubble -- not lack of money or demand.

    The govt needs to get more affordable rental housing available. That is a key area that is weak but not enough to threaten the system.
    Jul 17 08:11 PM | 0 Likes Like |Link to Comment
  • Is China's Economy Heading For A Crash? [View article]
    Water remains a serious issue in China, which is why high polluting, high water usage factories are being pushed out of China. That would mean why I am optimistic w electricity generation drops -- the govt is pushing these factories out in order to conserve electricity production.
    Jul 17 08:09 PM | 0 Likes Like |Link to Comment
  • Is China's Economy Heading For A Crash? [View article]
    Thanks Tony for the kind comments. I don't understand these trolls. They often don't seem to use real data points in their analysis. Oh well, just bet against them.
    Jul 17 08:07 PM | 0 Likes Like |Link to Comment
  • Is China's Economy Heading For A Crash? [View article]
    Oh, thanks. I thought you were talking about me.
    Jul 17 08:39 AM | 0 Likes Like |Link to Comment
  • Is China's Economy Heading For A Crash? [View article]
    Thank you for the note/ retraction. I respect that.
    Jul 17 12:32 AM | 0 Likes Like |Link to Comment
  • Is China's Economy Heading For A Crash? [View article]
    I would be real real real cautious investing in China equities as an individual retail investor unless you have serious money to do due diligence/ or to lose.

    A large part of my firm's business is due diligence for hedge funds. The amount of fraud out there is shocking. Everyday investors are probably better off buying western stocks like Apple, YUM, etc to get a piece of the Chinese growth story.
    Jul 17 12:14 AM | 0 Likes Like |Link to Comment
  • Is China's Economy Heading For A Crash? [View article]
    Mark: appreciate the kind comments about my piece. If you get a chance to read my book "End of Cheap China" hope you enjoy it. exactly, there is massive pent up demand for real estate here.

    The govt has and is continuing to force a softening of prices to prick a potential bubble. To prove the govt is not overly worried about the economy is that they rightfully are not easing regulations in autos and real estate.

    Have a nice day.
    Jul 17 12:10 AM | 0 Likes Like |Link to Comment
  • Is China's Economy Heading For A Crash? [View article]
    I remain very optimistic on China, however, if the eurozone collapses that potentially could cause a chain reaction of fear that stop both FDI into China and exports... it could also cause hedge funds etc. to short and bet against key areas like they did in 2008. That could severely impact the global economy. The odds of this happening I put at 10% so net-net I remain optimistic on China.
    Jul 17 12:09 AM | 0 Likes Like |Link to Comment
  • Is China's Economy Heading For A Crash? [View article]
    Thank you so much for following me all these years. You are 100% correct that I have been one of the great China bulls since the mid 1990s when everyone thought China was going to implode/ never get started.

    I hope that you had followed my investing advice of the years. You would have made millions, if not more. Somehow I don't think followed my advice.
    Jul 17 12:07 AM | 0 Likes Like |Link to Comment
  • Is China's Economy Heading For A Crash? [View article]
    Indeed, there are imbalances that need to be corrected. I 100% agree with you on that. However, too many analysts exaggerate the depths of the issues. If they were allowed to continue, we could run into issues but most of the problems are being addressed (perhaps too slowly) but are being addressed.
    Jul 17 12:05 AM | 0 Likes Like |Link to Comment
  • Is China's Economy Heading For A Crash? [View article]
    Actually, most of the titles of my articles are written by my editors. Probably only 20% of the titles are actually written by me. The content of my pieces, however, are all mine, as was the title of my book that was recently released.

    On the BBC site, they changed the title several times and posted it under different titles at the same time on different parts to, indeed, market.
    Jul 17 12:01 AM | 0 Likes Like |Link to Comment
COMMENTS STATS
165 Comments
94 Likes