This week’s podcast is about how to think tactics that generate short-term growth and results. And we see these coming out of China all the time. In particular, I talk about how Pop Mart used blind boxes. How Joy Spreader and Ruhnn Holding used influencer marketing. And how everyone is using community group buying. You […]
At the suggestion of a subscriber, I looked at Joy Spreader Interactive Technologies. It is a digital marketing company that rose on the back of China’s recent KOL / influencer frenzy. Joy Spreader itself is not that interesting of a company. And, to be blunt, there is very little I like about it from a […]
Ruhnn Holding is a Chinese company that not many people follow. Based in Hangzhou, tied with Alibaba and vaguely described as a talent agency and/or social commerce company, it’s a strange animal. And it is currently being taken private and off the US exchanges (maybe). But the company is fascinating and has some really important […]
These are my predictions for the biggest trends in digital China / Asia for 2020-2030. They are all underway already. And most of them are unique to China / Asia – so I don’t think we will see them elsewhere. My prediction is: In 2020 – 2030, China / Asia will become the world’s […]
There was an interesting report about China ecommerce trends released by Coresight Research, which specializes in retail meets tech consulting. It’s run by Deborah Weinswig, who I’ve crossed paths with a few times in the last couple of years. I find their research to be very data-driven and generally close to my own thinking. So […]
Two topics for Today’s Update / Lesson. Tencent Quarterly Results Are Awesome, Yet Again It’s almost boring how these digital giants keep putting up fantastic numbers. Numbers that any other business would dream of. Most businesses are long, hard slogs where you struggle and struggle. Margins are usually small. And growth is difficult and expensive. […]
In this class, I talk about why TikTok / Douyin took off so rapidly and powerfully. You can listen here or at iTunes, Google Podcasts and Himalaya. Choose two options for why TikTok / Douyin has grown so fast. Addictive Product. Short personalized videos focused on memes, comedy, and lip syncs are a psychological […]
Three big things are happening in digital China right now. The coronavirus is radically altering the behavior of hundreds of millions of consumers (and businesses), resulting in what is being called the quarantine economy. Everyone is trying to move from in-person to digital interactions. This shift to digital interactions is supercharging and rapidly evolving China’s […]
In this class, I talk about how live-streaming and KOLs (especially Taobao Live) are activating the China Digital Consumer Network (CDCN). And how the quarantine economy is supercharging this. Correction. I mistakenly said Scott Gottlieb was former CDC head. I meant FDA. You can listen here or at iTunes, Google Podcasts and Himalaya. China’s […]
Three important things have happened in consumer China in the past decade. Chinese consumers finally started spending money after decades of working and saving. They are now the first or second largest market in the world for most consumer businesses. They became connected 24/7 via smartphones, both to businesses and to each other. Their behavior […]