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.

17 forecasts 1 correct 1 wrong 15 pending

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17 forecasts

Person Subject Forecast* Source Date Deadline** Outcome

Shaun Rein Gold Gold will continue to be a major investment play over the next 5-10 years, driven by Chinese and Indian demand

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[24:19] in the long term you know there might have been some drops in the last few months with gold but I think over the next five years 10 years gold is going to continue to be the major play where Chinese and Indians especially feel they can trust holding gold

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-09-11 2031-09-11 pending

Shaun Rein Chinese A-Share Market The Chinese A-share equity market will rise as Chinese retail investors shift money from time deposits and gold into equities

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[27:35] I'm actually quite optimistic. I'm still looking for the catalyst, but I'm quite optimistic on the ashare market because at some point where Chinese going to put their money

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-09-11 2028-09-11 pending

Shaun Rein China China will become the dominant global superpower over the next 5-10 years

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[10:09] long-term over the 5 10 year period, China is just going from strength to strength and is going to become the dominant global superpower because Trump is shooting America in the foot.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-09-11 2031-09-11 pending

Shaun Rein Global Financial Crisis A major global financial crisis is a significantly underestimated risk in the near term due to the Iran oil shock and US debt levels

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[8:30] I think the world is underestimating uh the risk of a major financial crisis because of this ongoing oil uh problem in Iran as well as a $40 trillion US debt as well as the fact that nobody in the world can trust Trump right now.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-09-11 2027-09-11 pending

Shaun Rein Oil Oil prices will not spike due to increased Chinese imports for at least the next 6 months

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[11:36] I think China easily has 6 months more of oil. I I'm not concerned in the short term that there's going to be a spike in oil from China importing.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-09-11 2027-03-11 pending

Shaun Rein China Chinese consumer demand for real estate will remain suppressed for at least the next 5-10 years, except at the very high end

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[26:11] I think that cultural ethos of people wanting to buy real estate really for the next 5 10 years minimum is out the door again except for the very high-end.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-09-11 2031-09-11 pending

Shaun Rein China China will not implement major bazooka-style stimulus in the near term and will endure several more years of economic pain during restructuring

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[38:05] I don't see major bazooka like stimuluses happening anytime soon. I think China is willing to go through several more year pain in order to restructure the economy away from real estate towards new productive forces and services.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-09-11 2028-09-11 pending

Shaun Rein Chinese Nev Exports To Canada Chinese NEV makers such as BYD or Geely will open factories in Canada and sell NEVs there in the coming years

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[20:30] I do see Chinese NEVs hopefully going into your home country of Canada because I think Mark Carney is a great statesman... I think you could see Chinese NEVs from a company like BYD or Gilly opening up factories in Canada, creating jobs in Canada, and selling NEVs there.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-09-11 2028-09-11 pending

Shaun Rein US Dollar The Chinese yuan will become a reserve currency but will account for no more than 3-5% of global national holdings, with gold taking a larger share

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[24:02] I think, you know, at the end of the day, China is going to become a reserve currency, but it's not going to account for more than 3 to 5% of a nation's holdings. I think it's going to be a lot more gold.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-09-11 2031-09-11 pending

Shaun Rein BYD BYD sales are going to go up

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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.

The David Lin Report 2026-03-17 2026-12-31 pending

Shaun Rein Semiconductors Chinese semiconductor companies will perform well

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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.

The David Lin Report 2026-03-17 2026-12-31 pending

Shaun Rein US Dollar The US dollar will plummet

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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.

The David Lin Report 2026-03-17 2026-12-31 pending

Shaun Rein Chinese Stocks Chinese equity markets will perform well over the next 1 to 2 years

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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.

The David Lin Report 2026-03-17 2028-03-17 pending

Shaun Rein Chinese Stocks Chinese technology companies will continue to grow over the next 10-20 years

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[23:29] I think these Chinese technology players are going to continue to grow over the next 1020 years.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-03-17 2046-03-17 pending

Shaun Rein Semiconductors Chinese semiconductor companies will power China's and the global majority's AI boom

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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.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2025-10-22 2027-12-31 pending

Shaun Rein Chinese Consumer Spending Chinese consumers will increase spending over the next 6 months

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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.

The David Lin Report 2025-05-12 2025-11-12

Shaun Rein US Economy Trump will fire Scott Bessent and possibly Howard Lutnick by Christmas

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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.

The David Lin Report 2025-05-12 2025-12-25