US retailer Target ended its promise to its consumers to get the lowest price. But under pressure of the inflation, triggered off by the trade war with China, and other challenges, Target has changed its long-standing business model. It is the end of a safety net for consumers, says retail analyst Ashley Dudarenok in Time.Read More →
China’s consumers are dramatically changing their spending habits, says business analyst Shaun Rein at CNBC. They might not spend on EVs and real estate, but they are sitting on massive savings and will spend when they see the value. Why is Legoland winning the fight for the Chinese consumer, while Starbucks is losing it? Why do they enjoy holidays in mainland China, rather than Thailand or Europe?Read More →
BYD surprised everyone by successfully taking on Tesla. Economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, explains how China’s approach allowed to take on Tesla and came out as a winner, he tells Dwarkesh Patel.Read More →
Consumer spending might only slowly recover in China, marketing expert Ashley Dudarenok sees interest in health and wellness booming, she writes in the Jing Daily, “This boom reflects a profound transformation in consumer priorities, with a growing emphasis on physical fitness, mental well-being, and preventative healthcare,” she adds.Read More →
Gen Z is now about 25% of China’s workforce and is dramatically changing the country’s consumer habits, says marketing expert Ashley Dudarenok in her vlog. Social commerce is key, she argues, especially now that consumer spending is low anyway.Read More →
China’s companies – large and small – are now exploring expansion into global markets, as the domestic market is only slowly recovering, says branding expert Ashley Dudarenok in the vlog. They are in the early phases of putting their brands on an international track, she says.Read More →
Business analyst Shaun Rein, based in Shanghai, is more bullish on China’s economy than he has been since 2019, he says at CNBC. Especially now that China is winning the trade war, he adds.Read More →
Shanghai-based business analyst Shaun Rein, in an extensive interview at Forbes, says that after a very bearish 2024, China’s economy has found its way upwards because of Trump. “People rallied together and said, ‘We’ll deal with lower incomes. We’ll deal with bad sales. We want to make Trump bend’, he tells Forbes.Read More →
Shanghai-based business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order, says the US’s withdrawal from its tariff war against China is causing joy among Chinese citizens. Trump faced massive resistance from American companies, which suffered a dramatic loss, he told David Lin.Read More →
U.S. President Donald Trump claims China has been taking advantage of the US and its companies. Shanghai-based analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order explains why this assumption is wrong and how the US, consumers and US companies have been profiting from their cooperation and trade with China, he tells at the Thinkers’ Forum.Read More →
Economic and geopolitical pressure are changing the ways China’s KOLs are changing their strategies, says branding expert Ashley Dudarenok in the Jing Daily. “Amid these challenges, many KOLs are pivoting to create their own brands,” she writes.Read More →
B2B influencers are a key marketing tool in Asia, says Hong Kong-based marketing expert Ashley Dudarenok, but they are not enough on themselves, in Campaign Asia. “At its core, every B2B decision is made by people, not companies, and tapping into their emotions, challenges, and aspirations is key”, she says.Read More →