Following the Yuan | Yaling Jiang | Substack

‘People Like Me’: We Need to Talk About China’s Invisible Blue-Collar Workers 🦺 | Following the Yuan

China isn’t typically associated with classism, but on some levels, it embodies it even more unapologetically than societies elsewhere actively…

Nov 29 •

Consumer news digest 📆

#56: Non-incidental public violence 😞, the COVID Graduating Class 😞, Clampdown on emotions 😞 | Following the Yuan

Bikes have become an outlet for unexpressed emotions. Just weeks ago, Halloween costumes served a similar role. While not all such expressions are…

Nov 20 •

#55: Double 11 🛒(Is Ralph Lauren a victim?), The fall of gym membership model 🏋🏻‍♀️(Will's and ClassPass) | Following the Yuan

Following the Xinjiang cotton controversy, Ralph Lauren, Burberry, and Nike have become targets of consumers' discount strategies under Double 11's…

Oct 23 •

#54: National holiday edition (tourism, box office, stock market) 😃| Following the Yuan

China’s EOH (end-of-holiday) story always comes with a bang — in tourism numbers, box office, and this year, in the stock market.

Oct 9 •

Deep dives 🤔

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.

Nov 4 •

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…

Aug 1 •

How a small-town milk tea shop becomes the face of China's consumer brands🧋| Following the yuan

HeyTea's story is not just about milk tea. It is a testament to the power of small-town dreams, savvy marketing, and a relentless pursuit of quality.

Apr 25 •

China explainer 📙

Following the Yuan

Following the Yuan

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

Recommendations

Calling the Shots 话语权时代

Calling the Shots 话语权时代

Ivy Yang

China Translated

China Translated

Robert Wu

Asian Century Stocks

Asian Century Stocks

Michael Fritzell

Sinocism

Bill Bishop

Concrete Avalanche

Concrete Avalanche

Jake

About

Why subscribe & who am I?

Paid subscriber plan

What can you get?

What do I do aside from the newsletter?

Social media

Follow us for weekly updates

Connect with Yaling

Following the Yuan

About Archive Recommendations Sitemap

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts