Ola Rosling
President & Co-Founder, Gapminder Foundation | Inventor of Trendalyzer (Acquired by Google) | Co-Author, Factfulness | Former Google Public Data Product Manager
Bestselling Author of The Split | Founder & Managing Director, China Market Research Group | Leading Authority on China's Economy
Speaker Shaun Rein is the foremost Western authority on China's economy, advising Fortune 500 boards and global investors through his firm, the China Market Research Group. His bestselling books—including The Split—decode opportunities within US-China geopolitical tension. Audiences gain actionable intelligence on trade disruptions, consumer shifts, and supply chain realignments from a strategist who has lived in Shanghai for two decades.
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Speaker Shaun Rein is the foremost Western authority on China’s economy, helping Fortune 500 boards, governments, and global investors decode the world’s most consequential market. As the founder and managing director of the China Market Research Group (CMR), the leading strategic market intelligence firm focused on China, Rein advises heads of state, private equity firms, and multinational corporations on growth, political, and investment strategies. Governments and business leaders worldwide turn to him to understand the economic and political forces reshaping global commerce.
Rein is the author of four bestselling books that have shaped how leaders worldwide understand China. The End of Cheap China was named one of the ten best business books of its year by Publishers Weekly. The End of Copycat China was praised by the Financial Times as a toolbox for working with Chinese companies, while The War for China’s Wallet explored China’s emergence as a consumer superpower. His latest book, The Split: Finding the Opportunities in China’s Economy in the New World Order, serves as a field guide for businesses navigating the US-China geopolitical divide—analyzing which sectors remain promising and where new challenges lie.
A go-to commentator for the world’s most influential media outlets, Rein appears regularly on CNBC, CNN, BBC, Bloomberg, and PBS, and publishes in the Financial Times, the New York Times, and the Wall Street Journal. He is frequently called upon to provide real-time analysis on trade policy, tariff strategy, and the shifting dynamics of the global economy.
Born in New Hampshire, Rein earned his BA from McGill University and his MA from Harvard. He taught executive education at London Business School before founding CMR, and has lived in Shanghai for over two decades—giving him rare on-the-ground perspective that few Western analysts can match. As a speaker, Shaun Rein delivers richly informed keynotes that equip decision-makers with the strategic clarity needed to seize opportunity in an era of economic realignment.
In this keynote based on his latest bestseller, Shaun Rein unpacks the geopolitical split between the US and China and reveals where the real opportunities lie for businesses, investors, and governments. Drawing on two decades of on-the-ground intelligence and thousands of executive interviews, Rein identifies which sectors in China remain highly profitable, where risks are emerging, and how global companies can position themselves to benefit from the world's most important economic relationship. Audiences leave with a clear strategic framework for making confident decisions in an era of decoupling and realignment.
The US-China trade war is reshaping global supply chains, consumer markets, and investment flows. In this timely keynote, Shaun Rein cuts through the noise with data-driven analysis of tariff impacts, rare earth dependencies, and the strategies both nations are deploying. Rein explains how China is pursuing economic self-reliance across sectors from semiconductors to agriculture, and what this means for companies doing business in or with the world's second-largest economy. This talk equips executives and policymakers with the insights they need to protect their interests and capture emerging opportunities.
China's consumer economy is undergoing a transformation that will define global commerce for decades. In this keynote, Shaun Rein explores the rise of domestic Chinese brands, the shift in consumer preferences toward local products, and the evolving spending patterns of the world's largest middle class. Drawing from CMR's extensive consumer research, Rein reveals what multinational companies must do to remain competitive in a market where loyalty is rapidly shifting and innovation is accelerating at an unprecedented pace.
China is no longer the world's factory—it is fast becoming the world's innovation lab. In this keynote, Shaun Rein draws on his bestselling book The End of Copycat China to show how Chinese companies have moved from imitation to leadership in sectors including electric vehicles, fintech, artificial intelligence, and renewable energy. Rein explains the policy frameworks, investment strategies, and cultural shifts driving this transformation, and what Western companies and governments must do to compete effectively in this new landscape.
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