Shaun Rein Predictions
Founder and Managing Director of China Market Research Group
Track Shaun Rein's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
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[3:51] companies like BYD or Xiaomi which have been hit hard uh by weak sales over the last couple months, but we actually think especially in the case of BYD that sales are going to go up because they just launched some new models and last Friday they just launched new battery technology where they can charge a full car up in about 10 minutes.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[14:44] which is why we're very bullish on the Chinese um semiconductor companies.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[20:35] a lot of countries uh to offset the risk of a plummeting US dollar are willing to put R&B in their reserves
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[21:47] I'm actually quite optimistic for the Chinese equity markets over the next 1 to twoyear periods.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[23:29] I think these Chinese technology players are going to continue to grow over the next 1020 years.
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[33:51] that's why I'm super super bullish on Chinese semiconductor companies because they are going to power not just China's AI boom, but the global majority's AI boom because nobody trusts America as a steady trading partner right now.
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[25:47] And that's why you're starting to see, I think, in the next 6 months, the Chinese consumer is going to go out and spend more.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
Chinese retail sales of consumer goods rose 3.7% year-on-year for full-year 2025, with H1 2025 showing 5.0% growth. The period from May to November 2025 showed continued positive spending growth (e.g., 4.6% YoY through August), confirming that Chinese consumers did increase spending over the 6-month window. (https://english.news.cn/20260119/6422cd4de0c3446b9cbaab660a2de46a/c.html)
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[6:44] Frankly, I think Trump's gonna take it out on them because he's realized he's been embarrassed and he's gonna fire Scotty and maybe Howard by Christmas time?
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
Neither Scott Bessent nor Howard Lutnick was fired by Christmas 2025. Bessent was still serving as Treasury Secretary in late December 2025 (photographed in the Oval Office on Dec. 11, 2025), and Lutnick remained Commerce Secretary into 2026, only facing calls to resign over Epstein file revelations in early 2026. (https://www.washingtonpost.com/business/2025/12/21/treasury-bessent-trump-politics/)