Following the Yuan

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Consumer news digest 📆

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#62: The “darkest days” of China luxury market 💎 , factory TikTok 2.0 🎥, consumer privacy safety concerns soar 😨| Following the Yuan
If you’re a paid member and interested in attending the YCW x KCL China event, I’m happy to get you tickets for this Saturday.
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Yaling Jiang
#61: Disney's 'talent' loss 🎠, New cancelations in Asia 🚫, Delayed justice in animal protection ⚖️ | Following the Yuan
If the government doesn’t provide legal protection for animals, China’s so-called pet economy is just an illusion.
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Yaling Jiang
1
#60: The death of 'premium' in China 💀, Fried chicken war 💸, Dior Corruption🖤| Following the Yuan
Brands that carry unwanted premium — perceived from the Chinese consumers POV — are dying.
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Yaling Jiang

Deep dives 🤔

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🚫📱US TikTok users flock to China’s Red Note. Why this matters. | Following the Yuan
Red Note, or Xiaohongshu, is likely to serve as a window to China for U.S. users, though its growing popularity and international user base could…
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Luna Huang Ruomin
1
Why am I optimistic about Starbucks China ☕ | Following the Yuan
Before making sweeping changes, Starbucks HQ must recognize that their self-perceived premium status does not exist in China.
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Yaling Jiang
9
China’s sex toy makers are hitting the right spot 🎯 | Following the Yuan
Despite a lack of industry standards and persistent societal taboos, China’s multi-billion dollar sex toy industry continues to boom, albeit with many…
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Caini YANG
1

China explainer 📙

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Following the Yuan
Following the Yuan
Get on-the-ground 'color' in China beyond the earnings calls and market reports.
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