Following the Yuan

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Deep dives 🤔

🚫📱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…
 • 
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.
 • 
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…
 • 
Caini YANG
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.
 • 
Yuhao Yang
11
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…
 • 
Yaling Jiang
4
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
 • 
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…
 • 
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…
 • 
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
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