China 'Saved' Oil From Exploding Higher, Here's How That Could Reverse | Shaun Rein

David Lin

David Lin

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Shaun Rein, Founder and Managing Director of China Market Research Group, discusses China’s response to the global oil shock, the weakness in its domestic economy, shifting trade and investment flows, and China’s growing role in commodities and technology.

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*This video was recorded on September 11, 2026.

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0:00 - Intro.
4:57 - China’s Oil Supply and the Iran War
12:40 - China Bonds and De-Risking From the U.S.
15:48 - China, Russia, India and BRICS
21:16 - China’s Weak Consumer, Property and Gold
29:04 - Why Chinese Exports Keep Growing
32:50 - Youth Unemployment, Automation and Stimulus
38:38 - China’s Global Investment and Commodity Strategy
44:22 - Chinese Tech Stocks and the Global Tech War

#china #economy #investing