While there has been a shift in language on domestic consumption at the recent China’s annual Central Economic Work Conference, leading economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®
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Returns on China’s stock markets have been great, but that reflects only marginally on the consumer market, warns Shanghai-based business analyst Shaun Rein at CNBC. Only six percent of Chinese citizens hold equity, unlike, for example, the US, he says. 90 Percent is still trading down and not spending more on luxury goods, he adds.
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Hong Kong is economically fast integrating with the rest of the Greater Bay Area (GBA). Hong Kong-based strategy expert Ashley Dudarenok looks at the challenges and opportunities at the GBA in an overview at the Macao News.
Ashley Dudarenok:
Whenever I look at GBA reports, it’s all economic statistics, the number of people, the number of output and all that. But we need to move to tell more compelling human stories instead of just manufacturing powerhouses and potential for integration within the region.
We need to talk about creativity. We need to be talking about lifestyle and real entrepreneurs. We could collectively host some very high profile international events. We could leverage more digital platforms to create engaging content, sharing day-to-day kinds of stuff.
Fostering cultural exchange – we definitely need to do that. Maybe create some GBA sports games, entrepreneurship fund or innovation centre that actually brings global community in those sectors to us. There’s just so much to do on both the marketing side, as well as policy and support side.
Why should someone do business in the GBA?
First of all, it’s a massive consumer market. There is a world-class innovation ecosystem. There’s also a bit of access to global capital, especially for mainland Chinese companies.
Looking at where we are numbers-wise, it is very impressive. Our population is around 86 million people and when it comes to innovation hubs, we are at 75,000 high-tech enterprises.
Of course, global giants like Tencent and Huawei, they’re also based here.
But it’s also a financial gateway. For someone from mainland China, access to going global and global markets through the Hong Kong financial hub is important. Also our access to Pearl River Delta manufacturing facilities and the whole Guangzhou supply chain is also extremely powerful.
I think we have a lot of policy support and government involvement on all sides. The authorities are all very willing to support. They want it to be the launch pad for the future.
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Political analyst Victor Shih discusses Xi Jinping’s policies, including AI, government spending, taxation, and his succession at The Global Equations.
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Social commentator Zhang Lijia, author of “Socialism Is Great!”: A Worker’s Memoir of the New China, used a visit with her daughters to the Nanjing memorial hall to discuss the recent tensions between China and Japan in the South China Morning Post. “In a region where history is unresolved, even forward-looking security policy is dragged into the past. The ghosts of the 1930s still whisper. It is tempting to ask: why can’t Asia reconcile as Europe did,” she asks herself.
Zhang Lijia:
Nothing symbolises this better than the Yasukuni Shrine, where, among the war dead, lie 14 class A war criminals. When leaders such as Junichiro Koizumi, Shinzo Abe and Yasuhiro Nakasone visited, China and South Korea erupted in fury. Even silence is politicised: whether a leader sends ritual offerings or stays away, each gesture is decoded for hidden meaning.Japan’s new government has raised tensions further. Tokyo’s willingness to confront wartime responsibility – never very strong – appears to be diminishing.
Recently, this shift has moved beyond symbolism. Japanese Prime Minister Sanae Takaichi’s comment suggesting that Tokyo might get involved in a conflict over Taiwan jolted Beijing, not only for its strategic implications but because any hint of renewed Japanese military assertiveness is interpreted as a weakening of post-war remorse.In a region where history is unresolved, even forward-looking security policy is dragged into the past. The ghosts of the 1930s still whisper. It is tempting to ask: why can’t Asia reconcile as Europe did?
More at the South China Speakers Bureau.
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When you do not acknowledge your own history, the same mistakes can be made again, says Shanghai-based business analyst Shaun Rein, analysing the recent tensions between China and Japan. Japanese are rewriting history, he argues in the Thinkers Forum, from the hundreds of thousands of sex slaves in China and other parts of Asia, to today.
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The EU will remove early 2026 the €150 de-minimis threshold, with the intention to stop cheap imports from Temu, Shein, and Aliexpress from entering the EU untaxed. Björn Ognibeni, co-founder of ChinaBriefs, explains why the plan is EU-propaganda that will not stop cheap products from China, he says at Let’s talk Marketplace.
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Most traditional Hollywood film releases fail in China, but Zootopia shows exceptional success. Branding expert Ashley Dudarenok explains in the Jing Daily why this Disney release has been an unprecedented success.
Ashley Dudarenok:
Disney’s localization strategy for Zootopia reveals a sophistication most Western brands lack. The decision to title the film “Crazy Animal City” rather than directly translating “Zootopia” reflects a deep understanding of Chinese linguistic preferences. The name emphasizes urban dynamism and energy, appealing to a population that has experienced the world’s fastest urbanization in a single generation.
Voice casting reveals similar thinking. Disney brought back Ji Guanlin and Chang Chen as Judy and Nick, signaling that continuity and emotional connection matter more than technical perfection.
The most revealing move was physical: Shanghai Disneyland’s Zootopia, opened in 2023, remains the only Zootopia-themed area in any Disney park in the world. Not California. Not Florida. Shanghai. The theme park transforms a film franchise into a lived experience, creating a lasting cultural anchor point.
Release timing demonstrates a similar strategy. Coinciding with Shanghai Disney’s ninth anniversary and its milestone of 100 million cumulative visitors, the film creates synergy between theatrical and experiential entertainment. More than 60 brand collaborations have rolled out, from a China Eastern Airlines Zootopia-themed plane to Luckin Coffee’s limited-edition drinks.
Most striking is Disney’s collaboration with Shanghai Animation Film Studio, the legendary state-owned studio behind Havoc in Heaven. Together, they created four promotional shorts in classic Chinese animation styles: ink wash, stop-motion, paper-cut, and traditional 2D. This is cultural dialogue, blending global IP with artistic heritage.
More in the Jing Daily.
Ashley Dudarenok is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Do get in touch or fill in our speakers’ request form.
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Leading China economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®
Arthur Kroeber is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Do get in touch or fill in our speakers’ request form.
Are you looking for more strategic experts at the China Speakers Bureau? Do check out this list.
China watcher Kaiser Kuo sees now the China hawks in the US are losing ground, after Trump realized China was not the pushover he hoped for, in a wide-ranging discussion at the Nonzero podcast with Robert Wright.
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For years, the growth of AI was built on scaling up its GPUs, but innovation expert Alvin Wang Graylin, author of Our Next Reality: Preparing for the AI-powered Metaverse, sees now a move to more collaboration. Chip maker Nvidia is not the only winner anymore, as competition is growing and AI models can develop through more experience and need less capacity to grow, as China’s Deepseek proved earlier this year, he says at the Big Bang Future Lab.
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China’s financial system is much tightly controlled by the government compared to what the world is used to, says financial expert Victor Shih at the BBC. China has been spending trillions of US dollars in loans to both the developing and the developed countries, including to the insurer of the CIA’s pension fund, writes the BBC.
The BBC:
“China has a kind of financial system that the world has never seen,” says Victor Shih, director of the 21st Century China Centre at University of California San Diego. China has the largest banking system in the world – larger than the US, Europe and Japan put together, he adds.
That size, along with the amount of control Beijing exerts over state banks, gives it unique capabilities.
“The government controls interest rates and directs where the credit goes,” Mr Shih says. “This is only possible with very strict capital control, which no other country could have on a sustainable basis.”
Some of the investments in wealthy economies appear to have been made in order to generate a healthy return. Others fall in line with Beijing’s strategic objectives, set out a decade ago in a major government initiative called Made in China 2025.
In it the Chinese authorities outlined a clear plan to dominate 10 cutting-edge industries, like robotics, electric vehicles and semiconductors by this year.
Beijing wanted to fund big investments abroad so key technologies could be brought back to China.
Global alarm at the plan led China to drop public mention of it, but Victor Shih says it “stayed very much alive” as a guiding strategy.
“There are all kinds of plans still being published,” he says, “including an artificial intelligence plan and a smart manufacturing plan. However, the mother of all plans is the 15th five-year plan.”
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Alvin Wang Graylin, author of Our Next Reality: Preparing for the AI-powered Metaverse, explains why there is no AI race any country can win. He discusses at the Thinkers Forum why the AI bubble everybody is talking about is not the right one.
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The youngsters are China’s most studied group of consumers, but branding expert Ashley Dudarenok warns brands should not overlook the country’s silver swans as major consumers, she explains in the Jing Daily. “Ignoring them is not just a missed opportunity; it’s a strategic blunder,” she writes.
Ashley Dudarenok:
In the relentless pursuit of Gen Z and millennials, the marketing world has turned a blind eye to one of the most lucrative consumer cohorts in China: the affluent retiree. Dismissed by many brands as a legacy segment, these individuals — predominantly women aged 60 and over — are, in fact, a powerful economic force.
They are the “Silver Swans”: digitally savvy, brand loyal, and endowed with high disposable income and the freedom to spend it on themselves. While the industry chases youth, this mature audience represents a vast blue ocean of opportunity for luxury brands bold enough to reimagine their narratives around elegance, experience, and well-being.
This generation, which witnessed China’s economic miracle firsthand, is now enjoying its fruits. Their consumption is not for social clout but for self-fulfillment, making them a uniquely stable and valuable customer base. Ignoring them is not just a missed opportunity; it’s a strategic blunder.
Ashley Dudarenok is a speaker at the China Speakers Bureau. Do you need her at your meeting or conference? Do get in touch or fill in our speakers’ request form.
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L’Oreal bought this week a second Chinese cosmetic company to strengthen its market position in China, a strategy becoming more common among foreign brands, says branding expert Ben Cavender to Reuters. Fierce domestic competition and a sluggish consumer market are the basis of this change of strategy.
Reuters:
The investment in Lan comes after L’Oreal paid 442 million yuan ($62 million) for a 6.67% stake in Chando, as disclosed by the Shanghai-based company last month in its prospectus for an IPO in Hong Kong.
China has been challenging for international players, as an increasing proportion of its $75 billion beauty and personal care market has been won in recent years by domestic brands, dubbed C-Beauty. At the same time, overall growth has slowed, with consumer confidence hit by a prolonged property crisis and widespread concerns about job stability.
Buying stakes in well-known domestic names could be a shortcut for L’Oreal to piggyback on C-beauty’s momentum, said Ben Cavender, managing director at Shanghai-based China Market Research Group.
“L’Oreal and other international brands face a tremendous amount of pressure from domestic brands that are iterating new products faster, and often have been more aggressive at marketing new skincare ingredients, concepts, and routines,” he said.
Following its third-quarter earnings last month, L’Oreal CEO Nicolas Hieronimus said the group’s China business grew around 3% in the quarter, its first increase in two years.
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TikTok, Temu, and Shein are better in branding than most Western brands, argues branding expert Björn Ognibeni on his weblog. The result of this miscalculation is evident in performance differences: While many Asian platforms boast strong user retention and high time spent on site, Western providers are struggling with declining conversion rates and rising acquisition costs.
Björn Ognibeni:
Measurability is complex (how can trust building be quantified?), ROI seems uncertain, and impatience for quarterly results leads to short-term tactics. But when comparing the branding strategies of Western and Chinese companies, three areas of missed opportunities become obvious:
Untapped Discovery Potential: Western e-commerce is ideal for when you know exactly what you’re looking for. But what about those times when people want to browse, find inspiration and discover something new? Chinese platforms show us: Discovery-driven shopping can complement search well and offer a significant growth opportunity, but only if it is done right and does not annoy customers.
The Social Commerce Misunderstanding: Western companies often misunderstand ‘social commerce’, viewing it merely as a way of buying reach on Instagram or TikTok, when in fact it is so much more than that. In Asia, where social thinking has always been more ingrained in the culture, companies have realized that it’s about building genuine relationships. This approach might also appeal to Western customers because the desire for social connection is universal, not just cultural.
Enshittification of the UX: The creeping deterioration of the user experience due to excessive advertising is rendering Western platforms increasingly unusable. Search results are flooded with sponsored products and every click leads to more ads. And to customer frustration.
The result of this miscalculation is evident in performance differences: While many Asian platforms boast strong user retention and high time spent on site, Western providers are struggling with declining conversion rates and rising acquisition costs.
More at Björn Ognibeni’s weblog.
Björn Ognibeni is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Do get in touch or fill in our speakers’ request form.
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