Following the Yuan

Why anti-involution feels anti-Chinese? ⚙️ | Following the Yuan

China's overcapacity at the macro level and insecurity at the micro level are cultural, historical, and structural.

Oct 14 • 

Yaling Jiang

32

⚠️ Three deadly sins of the Chinese consumer market: big narratives, copycatting trends, state subsidies | Following the Yuan

Their perils stand out even more in a downturn market environment.

Oct 3 • 

Yaling Jiang

14

September 2025

A research proposal: Will the Cai Guo-Qiang fireworks controversy hurt Arc’teryx’s sales? 🎆 | Following the Yuan

Let's get to the point.

Sep 25 • 

Yaling Jiang

11

🗣 China's great pre-made food debate, and 12 other consumer market updates | Following the Yuan

Brands mentioned in this issue: PopMart, Kuaishou, Starbucks, Diageo, Haidilao, Chagee, AMI, HongShan (Sequoia China), H&M, Alibaba, Amap, Douyin Life…

Sep 15 • 

Yaling Jiang

 and 

Rongrong Zhuge

15

Why do consumers think foreign brands are selling their China businesses? ⚔️ | Following the Yuan

Starbucks, Häagen-Dazs and Pandora VS the likes of Mixue, Pop Mart and Laopu Gold

Sep 7 • 

Rongrong Zhuge

 and 

Yaling Jiang

20

August 2025

What one talks about when one talks about chuhai | Following the Yuan

While there’s an overlap between export and chuhai, the latter is much more complex, involving not just sales but also investment, manufacturing…

Aug 26 • 

Yaling Jiang

25

6

Seeking quality in economic slowdown, China consumer news digest #66 | Following the Yuan

A push and pull between quantity and quality in China's consumer market

Aug 19 • 

Yaling Jiang

15

Will China’s first childcare subsidies work? [RSVP to Webinar] | Following the Yuan x ApertureChina

A 30-minute coffee chat with paid subscribers. RSVP for a Zoom invite to your email.

Aug 17 • 

Yaling Jiang

1

It's never been so easy to be a spy 📸 | Following the Yuan

The business behind #Maskpark, China’s largest known digital sex crime ring — and why it might harm the country’s plummeting birth rate and continue to…

Aug 2 • 

Yaling Jiang

23

1

July 2025

How do Chinese graduates *really* feel about the job market?🥀| Following the yuan

"Three unemployed individuals who collectively spent 6M RMB on studying abroad," one post on RedNote reads.

Jul 22 • 

Yaling Jiang

 and 

Rongrong Zhuge

31

8

🆕 consumer news digest: Is Sports China's only organic boom? | Following the Yuan

Among the top five high-growth categories in China's total social retail sales, 4 benefit from varying levels of state subsidies. Does that mean sports…

Jul 17 • 

Yaling Jiang

11

2

[Webinar recap] 30 mins of China's sports sector | Following the Yuan x Baiguan

Watch now | 3 key trends in China's sports sector: policy, retail, and product Innovation

Jul 15 • 

Yaling Jiang

 and 

Amber Zhang

1

29:36