Category Archives: Uncategorized

China responded to the US announcement of tariffs by announcing its own counter-tariffs, a move which was met with a threat of even higher tariffs by the US on imports from China. Where that escalation will end, nobody knows, but we thought it might be instructive to look at what key categories of goods areContinue reading “What the US and China trade in – and how will it be affected by tariff wars”

Last week, we released an overview of the expected effects of the U.S tariffs on imports in our newsletter – if you haven’t read that yet, you can download it here. In case you haven’t yet downloaded and read the previous article on the subject of the tariffs, we need to reiterate one very importantContinue reading “US Tariffs: What can US Brands with significant overseas manufacturing do?”

Consumer sentiment in China has been somewhat pessimistic over the back half of 2023 and the first half 2024. One category that reflects the propensity of consumers to spend their disposable income is travel and we looked at some recent travel data from over the October holidays to see what it might tell us inContinue reading “Travel and the Chinese consumer – signs of recovering consumer confidence?”

Often, taking the time to understand the core problem can lead to a very different solution – sometimes one that doesn’t need a consulting solution at all, or sometimes one that needs new / different skills. Being honest about the real problem and helping a client even if it curtails a revenue opportunity is aContinue reading “Focusing on the core problem”

For a long time now, brands and media in China have been obsessed with the post ’90’s and post ’00’s generation. Is it time to start looking at the other end of the age spectrum for opportunities? For a while now, we’ve all been reading about China’s slowing birth rate and the stabilization and eventualContinue reading “China’s graying population and opportunities for businesses”