The Split

A detailed field guide to foreign business opportunities in China during the era of heightened rivalry with the U.S.

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 what the geo-political split between the US and China and China's turn towards socialism means for international firms. It explains why corporations in sectors such as semiconductors and AI should stay clear and relocate to other countries - like Vietnam, India and Mexico. Yet principally, it makes the case that for most sectors, China should remain the main growth driver for even the largest companies.

Expert from insights into China's national policy reforms and its rising middle class will help inform international strategies 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 these companies will lose out if they do not know how to invest in China knowledgeably.

The Split presents a unique and informed case for why the time is definitely now to capitalize on trends in China and create long-term opportunities for your business.