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Deep dives 🤔

China is positioning Hainan as a duty-free haven. Will it fulfill its potential? 🌴| Following the yuan
The Chinese government wants Hainan to be ready for independent Customs operations by 2025. How do the consumers feel about it as a shopping…
 • 
Luna Huang Ruomin
Why am I hopeful(ish) about Country Garden's 'ghost city' in 2024? | Following the yuan
Country Garden's Forest City isn’t really for the high rollers, but for the mainstream middle-class in China who want to own property abroad, just like…
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Yaling Jiang
3
Unpacking Amer Sports IPO 📦 | Calling the Shots x Following the yuan
A primer of the IPO, why do we think it’s happening now, our thoughts on the discount & 3 risk factors and 3 relaxation factors
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Ivy Yang
 and 
Yaling Jiang
From Shanghai to Shibuya: How are Chinese beauty brands cracking the code in Japan?
We visited retail chains and drugstores in Tokyo, talked to Japanese consumers, and Chinese beauty professionals on the status quo and future of…
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Rongrong Zhuge
 and 
Yaling Jiang
🚧 From pause to progress: China's outbound tourism market and the road to recovery | Following the yuan
5 consumers and 2 tourism professionals tell me how they see the market and its outlook in 2023.
 • 
Yaling Jiang
📈 4 observations about the one sector in China that's deflation-proof and crackdown-free (Part II) | Following the yuan
While business growth in the pet sector is evident, China's legislation on animal protection in 2023 remains stagnant.
 • 
Yaling Jiang
📈 4 observations about the one sector in China that's deflation-proof and crackdown-free (Part I) | Following the yuan
In recent months, while economic downturns and discounts dominate discussions in other consumer sectors, the conversation in the pet sector begins with…
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Yaling Jiang
3
💰How Covid and economic downturn have shaped Chinese consumer spending in 2023 | Following the yuan
The 'consumption downgrade' is a lazy explanation. Look closer, and there are still bright spots.
 • 
Yaling Jiang
2
📦 Pre-made meals, coconut, tea drinks: 3 food & drink trends in a post-Covid China | Following the yuan
What food & drink trends have you observed in your local area? 🤔
 • 
Yaling Jiang
🚫What does being ‘canceled’ mean in China?
From military reference to sexual harassment to tax evasion, how is ‘being canceled’ in China any different? Join our Twitter Space this Thursday for a…
 • 
Yaling Jiang
4
👛 Shanghai’s nightlife bounces back with lingering pain | Following the yuan
The recovery of China's consumer spending will be long and uneven, and the nightlife sector is just a small part of it that reflects a larger story.
 • 
Yaling Jiang
4
What do the pet market trends say about Chinese consumers in 2023? 🤔 | Following the yuan
On-the-ground observations from The One Pet Fair in Shanghai + patterns behind trends in China's pet market in 2023
 • 
Yaling Jiang
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