Ged Carroll

Category: beauty | 美容產品 | 화장품 | 化粧品

The beauty sector describes the industry that manufactures and distributes cosmetic products.

These include colour cosmetics, like foundation and mascara, skincare such as moisturisers and cleansers, haircare such as shampoos, conditioners and hair colours, and toiletries such as bubble bath and soap.

The manufacturing industry is dominated by a small number of multinational corporations that originated in the early 20th century, but the distribution and sale of cosmetics is spread among a wide range of different businesses. The largest cosmetic companies are Johnson & Johnson, L’Oreal Paris, Procter & Gamble, Unilever, LVMH, Beiersdorf, Estée Lauder, Shiseido and Chanel.

Some things are starting to change. The beauty industry as we know it was built on western beauty standards. Now it has to cater to black and other ethnic minority standards as well due to changing market and political realities.

Western country populations are aging. This means that the product mix needs to change for these companies and aesthetic standards need to evolve.

South East and East Asia has gone from being the poorest parts of the world to hosting the fastest growing economies. The ranks of the middle class have exploded in Asia as they declined in the western world due to globalisation.

This also means a very different aesthetic and expectation of what it means and looks like. These are also the the markets were the next generation of industry manufacturing giants will hail from. Shiseido from Japan has an early mover advantage, although others like Innisfree from Korea are expanding across Asia and beyond.

  • False reviews + other news

    False reviews

    Amazon Prime
    Fake reviews on products including Amazon Prime items (image via quote catalog

    Shenzhen to support Amazon merchants | Trivium China – 50,000 merchants were banned from Amazon for astroturfing false reviews. The ban was worth up to 100 billion yuan in sales to these merchants. Half of the merchants affected are based in Shenzhen. Now the Chinese government is looking at what it can do to help the merchants practicing false reviews. Yet it wouldn’t tolerate false reviews if it was exposed in in the domestic market. One of the options being looked at is a platform to rival Amazon Marketplace, that would allow fake reviews

    Business

    Private school owners forced to hand institutions over to Chinese state | Financial Times – investors need to view this in the context of other things going on

    Beauty

    UK could allow animal tests for cosmetic ingredients for first time since 1998 | Animal experimentation | The Guardian 

    Social media & covert sales behind Kenya’s skin lightening growth — Quartz Africa – It’s not bleaching, it’s brightening. I personally like using serums because they ‘brighten’ your complexion.

    Consumer behaviour

    Study: Companies Aren’t Living Up To Chinese Consumers’ Expectations – Three in four (75%) informed Chinese consumers (defined as consumers interested or involved in one of 20 industries studied in the research) said CEOs should speak up on issues that “may not have a significant impact on the business but have a significant impact on society,” with particular focus on diversity and diverse representation within a workforce and its leadership. Yet just 35% of respondents in China feel companies in China can do more to make the workplace better. Similarly, 80% agree that CEOs should have a voice on the environmental policy debate, and three quarters (75%) say business leaders should have a role shaping health policy, the research found. Respondents ranked value and innovation as the top two drivers of brand perceptions in China. Only 35% of companies, however, are meeting expectations in those areas – the key term is ‘informed consumers’, I am sure that the Chinese government might not view things in quite the same way

    How China’s Elderly Built an Internet of Their Own – their network topography is different, the internet augments life for them. Younger people build their life online

    China considers legal changes to curb noise pollution from the country’s notorious dancing grannies | South China Morning Post 

    Culture

    How Chinese factory-workers express their views on life | The Economist

    Design

    The lost tablet and the secret documents | BBC – really nice bit of design on this investigation by the BBC Arabic Service

    UK to launch EV charger design as ‘iconic’ as a telephone box | EE News – so much to unpack here. If you have to call it iconic it probably isn’t

    Economics

    Why software hasn’t done more to improve productivity – Marginal REVOLUTION – well worth a read

    Ethics

    China’s Data Ambitions: Strategy, Emerging Technologies, and Implications for Democracies – The National Bureau of Asian Research (NBR) – TL;DR its really, really bad

    Ideas

    A dog’s inner life: what a robot pet taught me about consciousness | Consciousness | The Guardian – surely the golden rule would apply to way we interact with things like the Aibo. I found story of the couple who abused the Amazon Echo?

    Japan

    Rice, rice baby: Japanese parents send relatives rice to hug in lieu of newborns | Japan | The Guardian – really nice way of getting over the tactile nature of a newborn when the parents can’t visit relatives due to COVID. Also you have the life giving nature of rice in Japanese culture as well

    Legal

    The Hong Kong National Security Law: The Shifted Grundnorm of Hong Kong’s Legal Order and Its Implications by Han Zhu :: SSRN – the application of mainland laws in Hong Kong, the interpretation of the NSL, cross-border criminal jurisdiction, national security institutional infrastructure, and the legal language. To some extent, the enactment of the NSL is like a silent constitutional reform that has reshaped, and will continue to reshape, a wide range of aspects of Hong Kong law as well as the Basic Law. Due to the dualistic nature of the NSL as a national law which applies to both the mainland and Hong Kong, it has also expanded and deepened the interaction and conflict between legal systems in the two regions, highlighting the inherent tension of maintaining the unity of a heterogeneous legal order under one country, two systems

    Marketing

    What happens when brands stop advertising? | Ehrenberg-Bass Institute for Marketing Science

    Influencers want to be paid more than ever. Blame the pandemic | Marketing | Campaign Asia – no one is asking the question in this article, are influencers overpriced, or even worth it compared to other “Industry can also factor in, with some influencer niches starting at a higher price point than others,” says Heather Rottner, director of social media at Coyne PR. For instance, she says the firm generally sees higher rates in high-end fashion and beauty, food and DIY. While there is no shortage of influencers looking for brand partnerships in these categories, “many influencers pride themselves on being selective and authentic which means they don’t jump on every partnership offer they receive or use just any product.”

    Media

    ‘Spreading like a virus’: inside the EU’s struggle to debunk Covid lies | World news | The Guardian – Until the pandemic, there was no monitoring of fake stories originating from within EU countries or linked to countries other than Russia. While China Global Television Network (CGTN), an English-language cable news channel controlled by the Chinese Communist party, is considering a Brussels expansion StratCom until recently had just two people working on Chinese disinformation. Several former EU analysts said multiple state-backed disinformation campaigns, not just Russian, had taken advantage of Covid and Richter believed the EU’s limited focus on Russia “affected the legitimacy of the project.”

    Security

    The threat of a “cyber Pearl Harbor” is a red herring — Quartz – the damage of cyberattacks comes from a series of piecemeal hacks that are often hidden from public view and don’t always lead to immediate, tangible harm. The actual threat looks less like a barrage of bombs and more like a spy slipping a gloved hand into a filing cabinet or a mobster strolling into a shop to collect a “protection” payment

    In first massive cyberattack, China targets Israel – Tech News – Haaretz.com – not surprising given the amount of valuable IP that israel has

    Who is being monitored? Tutanota – interesting data points, I would imagine that other western countries would have a similar split in use of monitoring

    Huawei Accused in Suit of Installing Data ‘Back Door’ in Pakistan Project – WSJ – Another day, another dodgy security story involving Huawei – BES, says in a lawsuit filed Wednesday in California district court that Huawei required it to set up a system in China that gives Huawei access to sensitive information about citizens and government officials from a safe-cities surveillance project in Pakistan’s second-largest city of Lahore. Muhammad Kamran Khan, chief operating officer of the Punjab Safe Cities Authority, which oversees the Lahore project, said the authority has begun looking into BES’s allegations.

    Technology

    Discovery of carbon-based strongest and hardest amorphous material | National Science Review | Oxford Academic – it looks as if they were looking for semiconductor substrate materials

    Open sourcing a more precise time appliance – Facebook Engineering – interesting, previously businesses would have relied on time services like Datum Corporation (now Microchip Technology Inc.) network time appliances

    Imec Spinoff Wants to Turn Every Phone into a Spectrometer – EE Times Europe

    Microbatteries can be energy density | EENews 

    Roll-to-roll printing for flexible silicon electronics | EE News 

    Driverless minibus service rolls out in Hamburg traffic | EE News 

    Web of no web

    Using Reebok’s AR tool, basketball courts can be mapped out anywhere 

    Niantic CEO: The metaverse could be a ‘dystopian nightmare’ 

  • Photo hashing & other news

    Apple photo hashing

    Report: Apple to announce client-side photo hashing system to detect child abuse images in user’s photos libraries – 9to5Mac – photo hashing its not foolproof. Once the proof of concept exists, Apple won’t be able to withstand the pressure authoritarian government could use it to track other materials. Tencent’s WeChat is already collecting memes that the Chinese government wouldn’t like from foreign WeChat accounts so that it can train its algorithms to locate similar content with domestic users. The risk for Apple’s customers in other markets like Russia, China and the middle east is real. Apple’s development of photo hashing has garnered a lot of coverage

    Apple plans to scan US iPhones for child abuse imagery | Financial Times 

    Apple led the market on encryption, but other players like WhatsApp have made it clear that they won’t follow Apple on photo hashing.

    Apple has been trying to ignore the voices complaining against its photo hashing initiative. The problem is that those voices are the early adopters and developers who have made Apple what it is today. I think that this could end very badly for Apple in the long term. Particularly when viewed in context of questionable ethical choices despite its progressive positioning on issues in western markets

    Apple Discusses “Screeching Voices of the Minority” in Internal Memos – It’s difficult to even write a piece like this, pointing out that a feature ostensibly created for good could have bad implications. Again: What happens when a country like China uses this feature to find people with images critical of the government? Why wouldn’t the industry want to start searching for pirated content on iPhones in a few years?

    Apple Privacy Letter: An Open Letter Against Apple’s Privacy-Invasive Content Scanning Technology – a legion of the great and the good of the technorati from around the world on the photo hashing

    One Bad Apple – The Hacker Factor Blog 

    Even the FT weighed in.

    Business

    The China risk factor continues to reverberate: China’s Corporate Crackdown Is Just Getting Started. Signs Point to More Tumult Ahead. – WSJ

    Chinese music group pulls $1bn Hong Kong IPO after tech crackdown | Financial Times – interesting move, especially given Netease’s exposure to the edutech sector

    ‘If Masa said yes, who am I to object?’: SoftBank deals unleash internal compliance tensions | Financial Times – sounds like desperate measures

    China

    Is Pax Sinica possible? – China will need to start upholding democratic values and norms, and cultivating peaceful relationships with other countries. Pax Americana has survived for so long, because many countries, including China’s neighbours, rely heavily on the US for trade, finance, technology, and security. They will be reluctant to accept Pax Sinica, unless China offers them something better. And that must begin with pax – I suspect that Premier Xi would be thinking more along the lines of mercantilistic trade relationships and vassal statehood, which would be more in keeping with pre-revolutionary China

    Consumer behaviour

    Everybody needs to get vaccinated, says Tilman Fertitta – Fertitta’s comments about employees admitting that they had fake vaccines cards is pretty disturbing. It isn’t like vaccines are in short supply in the markets that has restaurants in like New York. The counterfeit vaccine cards must be more about avoiding vaccines all together

    Historical language records reveal a surge of cognitive distortions in recent decades | PNAS – Individuals with depression are prone to maladaptive patterns of thinking, known as cognitive distortions, whereby they think about themselves, the world, and the future in overly negative and inaccurate ways. These distortions are associated with marked changes in an individual’s mood, behavior, and language. We hypothesize that societies can undergo similar changes in their collective psychology that are reflected in historical records of language use. Here, we investigate the prevalence of textual markers of cognitive distortions in over 14 million books for the past 125 y and observe a surge of their prevalence since the 1980s, to levels exceeding those of the Great Depression and both World Wars. This pattern does not seem to be driven by changes in word meaning, publishing and writing standards, or the Google Books sample. Our results suggest a recent societal shift toward language associated with cognitive distortions and internalizing disorders. – literally society is sick

    The xenophobic chicken and the propaganda egg: disentangling official and popular nationalism in China – by Kevin Carrico – NSL can’t cancel me – you could not make some of this up. But then, you also couldn’t make up the QAnon community if you tried either.

    ‘Sales funnels’ and high-value men: the rise of strategic dating | Dating | The Guardian – I suspect this is an edge case but its interesting

    Where have all the pre-teens gone? – The Face 

    Design

    ongoing by Tim Bray · Apps Getting Worse – Every high-tech company has people called “Product Managers” (PMs) whose job it is to work with customers and management and engineers to define what products should do. No PM in history has ever said “This seems to be working pretty well, let’s leave it the way it is.” Because that’s not bold. That’s not visionary. That doesn’t get you promoted. – This also explains why Skype got designed into irrelevancy

    FMCG

    Unilever installs a detergent refill machine in Mumbai | Trendwatching – this all feels like things have gone full circle. My Mum and Dad growing up as children in rural Ireland talked about how many dry goods products were sold by weight in the village store. My Granny used to keep spices and flavourings for baking in a bucket sized tin that she’d been gifted decades before by the village store owner. Used packaging was a community asset rather than a liability. The biscuits were sold by the dozen in a paper bag by the shopkeeper. I can just about remember the village store and its long time owner Mrs Paddy Kelly, (Mr Kelly had died decades ago but I have no idea what Mrs Kelly’s name was). By the time I was born, it was more like a modern convenience store, with a farm supplies store attached. Electricity had come to the farm when I was three or four, so we had a fridge and an icebox – ideal for a block of HB vanilla ice cream that came back from the shop wrapped in newsprint to try and keep it cold.

    Secondly, by having a vending machine in store; Unilever are still managing to keep control of their brand.

    Japan

    Japan’s fractured polity exposed by COVID-19 crisis – Nikkei Asia – Whatever the intention, the public sees hypocrisy, inconsistency and incompetence. The vaccination rollout has been a mess. The public was asked to practice “self-restraint” and stay at home for the fourth state of emergency as the country opened its doors to tens of thousands of athletes and officials for the 2020 Olympics. 

    This dismal state of affairs clashes with the image of competence and professionalism that Japan has enjoyed for decades, and for which it is admired around the world. 

    Japan looks good in international COVID comparisons, but by its own standards, the situation is perceived as chaotic and a failure of leadership. The public has lost faith. Cynicism has spread as people blame a sclerotic government that does not seem to understand the many recent transformations of Japanese society

    Legal

    South Africa grants patent to an AI system known as DABUS — Quartz Africa – The patent application listing DABUS as the inventor was filed in patent offices around the world, including the US, Europe, Australia, and South Africa. But only South Africa granted the patent (Australia followed suit a few days later after a court judgment gave the go-ahead). South Africa’s decision has received widespread backlash from intellectual property experts. Some have labelled it a mistake, or an oversight by the patent office. However, as a patent and AI scholar whose PhD aims to address the gaps in patent law created by AI inventorship, I suggest that the decision is supported by the government’s policy environment in recent years. This has aimed to increase innovation, and views technology as a way to achieve this – back when I worked for DSM before I went to college, a lot of of our patented products were developed using software that tested and then gave us optimal formulas – yet the patents went to the doctor who was the nominal head of the lab

    Luxury

    LVMH’s Deal With Google Is Groundbreaking. Here’s Why. – develop business solutions based on artificial intelligence (AI), it raised many questions about how brands are embracing the use of digital technologies to reshape the luxury experience. Google said they would join forces to empower LVMH’s individual luxury brands to create new, personalised customer experiences that fostered long-term growth, through functions like demand forecasting, inventory optimisation, as well as develop new business use cases at scale and explore co-innovation opportunities by launching a data and AI Academy in Paris

    Luxury Daily | Have China’s ‘trafific stars’ become toxic for beauty brands? – Chinese versions of K-pop stars are becoming embroiled in scandals that affect their brand partners

    Retailing

    Crocs, Ralph Lauren, LV All Get More Expensive As Apparel Prices Soar – Apparel prices across US retailers rose nearly 5% in June, the biggest leap in a decade.

    Software

    ongoing by Tim Bray · Apps Getting Worse – Every high-tech company has people called “Product Managers” (PMs) whose job it is to work with customers and management and engineers to define what products should do. No PM in history has ever said “This seems to be working pretty well, let’s leave it the way it is.” Because that’s not bold. That’s not visionary. That doesn’t get you promoted. – this explains why Skype got designed into irrelevancy

    Sports

    Why Puma cancelled a $2.7 million deal with Nigeria — Quartz Africa – Nigeria’s current sports administrators are delighted. The athletics federation said Nigeria’s sports minister had successfully stopped athletes from receiving Puma bags containing about 40 items each in Tokyo through the Nigerian embassy. To this set of administrators, the 2019 deal was not properly agreed between Puma and previous leaders of Nigeria’s athletics body

    Wireless

    General Dynamics Mission Systems Introduces Badger Software-Defined Radio – Soldier Systems Daily – interesting decline in size, but much slower than would be likely to happen in the commercial space

    Samsung flagships can no longer compete with the Chinese smartphones – The current flagship Galaxy S21 series has never managed to win worldwide love. Judging by the information from South Korean publications, the flagships, which were supposed to destroy competitors, failed miserably in sales. Based on the report of Counterpoint analysts, it can be concluded that the Galaxy S21 series has not been able to repeat the success of any of its predecessors, starting with the Galaxy S5 – this looks like PC sales when ‘white box manufacturers’ disrupted Winter brands such as IBM and Compaq

    Research Alliances Grow to Learn How 6G Will Play Out – EE Times Europe

    Thailand

    Jack “dekfarang” Brown is having a tantrum – by Andrew MacGregor Marshall – Secret Siam – foreign influencers enjoyed by Thais were a thing I didn’t even know about

  • AgXeed + more news

    AgXeed

    Claas acquires share in Dutch robot manufacturer | Irish Farmers Journal – Claas has acquired a minority shareholding in Dutch start-up AgXeed B.V, with the aim of co-operating on the development and commercialisation of autonomous agricultural machines. AgXeed makes robot tracked tractors that look suspiciously like vehicles from the first Terminator movie. Automation like AgXeed is going to become more important in agriculture at labour moves to the cities and farming consolidates. You can see how unskilled factory work is also having to look at automation in the below piece from the South China Morning Post. AgXeed is the flip side of the coin to industrial robotics.

    As China’s working population falls, factories turn to machines to pick up the slack | South China Morning Post – makes a lot of sense for a brand like Midea who needs less precision than say a smartphone assembly line

    Beauty

    What’s driving the Chinese boom in cosmetics for children? | Vogue Business – In China, it’s more socially acceptable these days to show individual identity in looks. Parents born in the 1980s or 1990s are less likely to curb their daughters’ interest in beauty products and may even encourage it. The current boom is certainly one to watch: according to data from Kaola, in May 2020, sales in China of children’s cosmetics were up by more than 1,200 per cent year-on-year. Disney’s sales alone were up by 100 per cent over the same period. 

    In China, children’s cosmetics are defined as those for children aged 12 and under. On e-commerce platforms, a quick search for children’s cosmetics brings up dozens of brands and thousands of products, with prices ranging widely. Products are typically sold in sets, including colourful eye shadows, blush, lip gloss, nail polish, compact powder and makeup brushes

    Consumer behaviour

    What Gen Z Really Think And Why You Should Care – GWI – at least the author was thinking about life stages when they wrote this copy

    Energy

    Hydrogen plant planned for Cork but viable market yet to emerge 26 May 2021 | The Irish Farmers Journal – but if there isn’t hydrogen production, there won’t be hydrogen infrastructure and marketplace.

    Hong Kong

    EXCLUSIVE Hong Kong threatens Lai’s bankers with jail if they deal in his accounts | Reuters – “We can now see that any banking relationship you have centred on Hong Kong makes you vulnerable under the national security law – that is going to be a big wake-up call for the wealth management industry here, and their rich clients,“

    China’s Communist Party chips away at Hong Kong business houses | The Economist – Expropriations may violate local law. But laws can be changed, as the imposition of new security and electoral rules show. Such an outcome looks “all too believable”, says Mr Blennerhassett. The tycoons thought “they didn’t have to do anything as long as they didn’t question Beijing”, says Joseph Fan of Chinese University of Hong Kong. Now the Communist Party will not even settle for overt expressions of fealty. It appears intent on extracting value, too. – not terribly surprising. The hubris of Hong Kong business people is surprising, even to someone like me

    Legal

    British Business in China: Position Paper – British Chamber of Commerce in China | Beijing – Chinese data protection rules a key issue

    Luxury

    Can Gucci Sell High-End Watches To China? | Jing Daily – “Gucci’s high-priced watches are lacking legitimacy. Real watch collectors will not buy,” Müller concludes. In fact, the expansion into high-end watches may not help Gucci attract new clientele but will undoubtedly enhance the Italian maison’s prestige. As the luxury entry barrier lowers, the brand is required to expand in the high-end sphere to retain its exclusivity and appeal to local high net worth buyers

    Marketing

    The Test Screening That Almost Killed Fast Times at Ridgemont High | Slate – such a great interview, but would you have a cultural moment like that now; or would it be over like yesterday’s news or a TikTok meme?

    Media

    China’s Hottest Livestream Trend: Fraud – The episode was a disaster for Li. Her company had paid 200,000 yuan ($31,000) upfront just to secure a spot on the influencer’s show. It had also stocked over 4,000 boxes of shakes, anticipating a sales bonanza. But in the end, they hadn’t earned a single yuan. “Apart from the financial losses, we felt humiliated,” says Li. “All the other employees at the company were whispering that our team was totally fooled.” – ad fraud is universal but this one seems to be particularly shocking

    Technology

    iFixit tells the sad story of how Samsung “ruined” its upcycling program | Ars Technica – “Samsung, like every manufacturer, should set their old phones free. Open up their bootloaders. Let people use their cameras, sensors, antennas, and screens for all kinds of purposes, using whatever software people can dream up. The world needs fun, exciting, and money-saving ways to reuse older phones, not a second-rate tie-in to yet another branded internet-of-things ecosystem.“

    Web of no web

    Europe looks to the end of the mobile phone | EE News Europe – The aim is AR glasses that are wearable all day and weigh less than 60g with a 500mW power consumption. “We can achieve that this year with 1000nits for outdoor brightness, compared to 500nits that needs darkened lenses, and a 30 to 50 degree field of view (FoV) is enough,” he said. 

    “In the end there is a tradeoff in power consumption. The way you build the relay optics is where you lose the field of view. Increasing the field of view means the energy is relayed into the comb of the lenses so the limitation is on the capabilty of the waveguide to have a good colour uniformity across the field of view, and we are working with waveguide makers to get to 60 to 70deg. Today Hololens has 55 degree field of view for example but the military were asking for 85 degrees.” – more related content here.

    US-China tech war: China’s GPS rival BeiDou poised to support industry worth US$156 billion by 2025 | South China Morning Post 

  • Lee Dunne + more things

    Lee Dunne

    How Lee Dunne challenged the depiction of working-class mothers | RTÉ – I originally didn’t know Lee Dunne as a novelist. Instead he was part of my childhood. Lunchtime listening when I wasn’t at school was Harbour Hotel, a radio soap opera written by Lee Dunne that gave a good sense of everyday life. The graininess of listening to the show on medium wave added to the experience. Dunne wrote each episode a bit like Roshomon, with each character talking about an event (like an argument) from their perspective. RTÉ’s obituary also focuses on Dunne’s social commentary literature that was banned by the Irish government in the 1960s through to the mid-1970s. Lee Dunne like James Plunkett wrote about the everyman. Plunkett’s work differed from Lee Dunne in that it had more of a socialist tenor to the content. Lee Dunne had particular success with his 1969 novel Goodbye To The Hill, more Ireland related content here.

    Beauty

    Shu Uemura to Exit Korean Market | BoF – Shu Uemura, a Japanese beauty brand owned by L’Oréal, is exiting the South Korean market in September after 16 years. While some speculate this is due to Korean consumer boycotts of Japanese products that began in 2019, L’Oréal states the withdrawal is part of a strategy to optimise its brand portfolio and respond to local market demand. Another contributing factor is likely the intense competition within the Korean beauty market. Shu Uemura currently operates over 70 outlets in the country.

    Five China market strategies that domestic brands do better than foreign brands | Daxue Consulting – I would add western brands rather than all foreign brands

    Consumer behaviour

    NewNew™ on the App Store – god this dark. In th sage words of Matt Muir – how else do you describe a new app, with significant VC funding, whose main purpose seems to be to allow ‘creators’ (we’ll come back to that word) to earn money from their ‘fans’ in exchange for letting said ‘fans’ determine the course of their life, in some sort of modern, ersatz version of The Diceman?

    How China’s online hate campaigns work – Protocol — The people, power and politics of tech – In today’s China, a nationalist campaign involves something far more complex than paying people to post scripted messages parroting Beijing’s line. The government has mastered the craft of influencing people’s genuine emotions and having these ordinary users do the trolling and doxxing — for free. Oftentimes, this means appealing to misogyny or chauvinism, something that virtually guarantees more clicks. Many videos and articles attacking Xu have tried to paint her personal life as promiscuous and delinquent. Web users have frequently called Xu a “female Han traitor,” a dog whistle that conflates concepts of chastity and national loyalty

    Europe

    Why Can’t Europe Cope With the Coronavirus? – Carnegie Europe – Carnegie Endowment for International Peace – EU states are too integrated to manage the crisis separately and not integrated enough to do so collectively, an inability to make rapid decisions, and a breakdown of trust between governments and the governed

    Ethics

    P&G reportedly testing Chinese workaround to Apple’s privacy changes | Marketing Dive – I find it hard to believe. if they’re seriously considering this, P&G have their head up their ass on ethics. They don’t need to do highly targeted marketing because Byron Sharp. This just looks like a waste of money

    Finance

    How China structures loans to become Africa’s “preferred” lender — Quartz Africa – Chinese contracts contain broad confidentiality clauses that stop borrowers from sharing details about the contracts, or sometimes even the fact that they exist. And with a confidentiality clause in every contract in the dataset since 2014, the contracts had become more secretive over time. Most of the clauses commit the borrowing countries not to disclose any of the contract terms or related information, unless required by law.

    Hong Kong

    The Rise and Decline of Hong Kong – From the British Colonial Era to the Chinese Communist Takeover | The Greater China Journal 

    Hong Kong’s electoral changes: the Communist Party is taking over | Hong Kong Free Press HKFP – good summary of the different structures and challenges in the new Hong Kong ‘electoral’ system

    Hong Kong’s elites should think about an exit strategy – Nikkei Asia – The most serious concern for Hong Kong’s elites is the impact on their interests if China’s economic integration plan is fully implemented. Hong Kong’s tycoons may see this plan as a great opportunity and believe that their connections on the mainland will help them. But they may be in for a rude shock. Beijing wants to integrate Hong Kong’s economy not to enrich its tycoons, but to make the city’s economic future even more dependent on the motherland. In this process, Beijing would understandably give preference to mainland players, in particular state-owned enterprises, at the expense of Hong Kong’s businesses. – this covers all the reasons why I think Jardine’s pivot to Indonesia is smarter than Swire doubling down on mainland China

    Ideas

    Zhang Baijia: Reflections on China’s Research on Frontiers and Relations with Neighboring States | 高大伟 David Cowhig’s Translation Blog – Hard intelligence is specific information; soft intelligence is the understanding that makes possible the interpretation of hard intelligence. I found this differentiation fascinating delineating information and knowledge

    Information security

    Israel Reportedly Behind Cyberattack That Caused Blackout at Iran Nuclear Facility – reminds me of the Tehran show on Apple+ about Israeli spec ops and hackers in Iran

    Apple Mail Zero-Click Security Vulnerability Allows Email Snooping | Threatpost 

    Media

    Cannabis streaming service sets debut date, program slate – The Third M – MM+M – Medical Marketing and Media – High Times meets NBC. What’s next Crypto News Network for the bitcoin and NFT fans?

    Retailing

    The great British retail reopening | Vogue Business – The 12 April reopening of all physical stores in the UK is an occasion for optimism, but it’s heavily laced with caution. “The big question is how much of the massive increase in total share of spend will online retain?” says Richard Hyman, veteran UK retail analyst. His rough estimate, he says, is about 85 per cent. “If online hangs on to a material portion of spend, then the cost of selling something in a shop will have gone up significantly.”

    Covid’s effect on Rodeo Dr, Oxford St, and Russell St retail closures — Quartz – worthwhile looking at for its retail information and its beautiful interactive design

    Technology

    Job search | Amazon.jobs – interesting job ads. Amazon is looking for a lot of product designers and software engineers to work on visual search and augmented reality as part of the ‘next generation of shopping innovation’ – I found this via the ex-Yahoo! employees groups on LinkedIn. Yahoo! had a large contingent of people working in areas such as image and video search that would be of interest to Amazon now. The team is based just down the road from Sunnyvale in Palo Alto

  • Connected leadership + more

    Connected Leadership

    Connected Leadership, Powered by Brunswick | Brunswick – worth a read during your lunchtime. 9 out of 10 financial readers cite the importance of social media communications by CEOs during a crisis. There were also findings that equate CEO social presence with employer brand. Reading about connected leadership reminded me of the oft quoted wisdom that history doesn’t repeat itself, but it rhymes. Connected Leadership had reminded me of research that I remember seeing around the time of the original dot com boom (and bust). I think that the research had been done by Weber Shandwick in the US; and I had heard Larry Weber cite it when he came through Europe every so often.

    At that time the connected leadership type content was focused on CEOs with a media profile. The research showed a positive correlation between a highly visible CEO, better stock market performance and greater resilience when the brand was facing challenging times. This was back when Larry Ellison, Steve Jobs and Bill Gates courted the business and ‘business of technology’ media. Like any model it can be only taken so far, as Bernie Ebbers at WorldCom, Jeff Skilling at Enron and Steve Case at AOL showed that a high profile won’t stop a terminal decline.

    Prior to Oracle’s acquisition of Sun Microsystems, then CEO was criticised for a lack of focus on the business problem. The twice weekly blog posts that marked his connected leadership style were not appreciated by activist shareholders.

    A more modern example of connected leadership would be the cult like following that Donald Trump managed to build up over the past five years in politics. A future Democratic president would like appear less on social and in the media, being more focused on the task at hand rather than demonstrating connected leadership.

    For businesses, a connected leadership style brings challenges from a regulatory point of view, could their content be sifted for potential class action suit material?

    WGSN – Future Drivers 2023 – WGSN – After the dust settles on the tumult of 2020, companies and consumers will shift to new ways of designing, making, selling and consuming in 2023. In an age of uncertainty, executives can bank on the importance of the four C’s – connection, conservation, communication and community. This report identifies seven global drivers that will reshape the macroeconomic and business landscape in 2023, and provides key strategies that businesses can action today for future success. 

    • Radical Reform: this will be front and centre for 2023. Be prepared to be held accountable for diversity, sustainability and CSR practices 
    • Safety & Security: this will drive innovation in defensive materials, an increase in home and neighbourhood security networks, and make touchless payments and products mainstream 
    • The Tech Paradox: cobots (collaborative robots that interact with humans) and democratised digital literacy will gain ground, but on the flip side, infodemics, influencer fatigue and the politics of global technology will drive a tech reset 
    • Community 3.0: look to the growth of community supply chains, staff who are steps away from the stores, and up-skilling locals to keep community money intact 
    • Environment: From Urgency to Emergency: regenerative businesses are creating a sustainable future, while made-to-order manufacturing and nearshoring are reshaping distribution models 
    • The Recession Generation: unstable job markets and a new gig economy will drive new generational spending and consumption habits 
    • New Alliances: international relations are being reshaped and this is underscoring political tensions, with growing knock-on effects

    Lightest 5G smartphone with graphene battery – Appear is launching the lightest and first graphene battery-powered smartphone with innovative water-resistant technology. There is already a lot of interest in this smartphone. Appear has begun receiving orders and projections call for a million units sold in the first six months. The smartphone would be available in stores and major online retailers by March 2021. To meet growing demands, Appear has partnered with Foxconn India for its manufacturing needs

    Research specialist Qamcom joins European partners in 6G drive – Hexa-X research project is EU funded and expected to run for two and a half years with the aim of laying the foundation for next generation 6G networks. Bringing together a number of technologically advanced European partners, the Hexa-X research project aims to develop the next generation of mobile networks, namely 6G or sixth generation. The project, which is EU-funded, is expected to start in January 2021 and last for about two and a half years. The purpose of the project is to lay the foundation for a global standard and to define principles for the 6G system itself – which will serve as a base for the entire telecom industry and its future services and products. On a more philosophical level, the project’s purpose can be described as technology connecting our human and physical world with the digital world. Qamcom’s research will focus on localisation and network optimisation

    Why minimalists are maximally important » strategy – the minimalist demo are predominantly suburbanites, more than half of whom (59%) are married couples with kids, with moderate household incomes. While they haven’t previously been majorly digitally inclined, the group has been making its first major foray into online shopping. Minimalist shopping activity on mobile phones and tablets was up 31% among this audience segment, with gaming activity increasing by 19% and 43% on mobile devices and consoles, respectively. Minimalists’ propensity to order online food has almost doubled since lockdown began, and marketers should be mindful that QSRs could really benefit from attracting this segment

    Boots UK sales struggle despite better than expected results for parent company | Cosmetics Business 

    The Chinese ski market: how China is going crazy for snow with the upcoming Winter Olympics 

    Banning Trump from digital platforms sets a dangerous precedent | ProMarket – I find them a dangerous precedent, which concentrates power irreversibly in the hands of a few private firms. Everybody, but especially people from the Left, should be worried: soon, this power will be used against them.  If Trump violated the law with his tweets, he should be prosecuted according to the law. Why did Twitter and Facebook take the law into their own hands as self-appointed vigilantes? If his tweets did not violate the law, why did Twitter and Facebook kick him out? Twitter and Facebook, many would object, are private companies, which can create their own rules of engagement. This is certainly true. But these rules should be consistently enforced and here they are not. According to Twitter’s own statement, Trump was permanently suspended because of the following two tweets, sent on January 8:   “The 75,000,000 great American Patriots who voted for me, AMERICA FIRST, and MAKE AMERICA GREAT AGAIN, will have a GIANT VOICE long into the future. They will not be disrespected or treated unfairly in any way, shape or form!!!” “To all of those who have asked, I will not be going to the Inauguration on January 20th.” “These two Tweets,” writes Twitter, “must be read in the context of broader events in the country and the ways in which the President’s statements can be mobilized by different audiences, including to incite violence.” The context Twitter is referring to are the potential plans for a secondary attack on January 17—even though Trump’s tweets did not mention such plans

    Pennies to Dollars: The Problems With Amazon’s Plans for Detroit – Amazon Chronicles – sketchy property deals and minimum wage jobs

    A bit reactionary but it’s still worthwhile watching Chris Chappell interview with Winston Sterzel and Matthew Tye. Sterzel and Tye’s observations are spot on and tally with my own experience in China and Hong Kong.

    Escapist retail – Wunderman Thompson Intelligence – Digital fashion and virtual spaces are getting dreamy, engaging shoppers’ imaginations—and dissolving the traditional boundaries of retail. All of which is fine if you’re on the ‘upper leg’ of the K-shaped economic recovery. Not so great if you’re Primark. More retailing related content here.

    Well worth a read: Beatie Wolfe, digital artist and musician – Wunderman Thompson Intelligence 

    Why going global has proved so hard for the big banks | Financial Times – despite gains from globalisation in the lead-up to the financial crisis, the overall international record of the industry is poor. Just last week came a reminder of the challenges of a global bank: Deutsche Bank agreeing to pay US regulators $125m to resolve allegations that it paid bribes to win clients in the Middle East. Its not an isolated example, though Deutsche Bank does have a higher appetite for risk than many of its peers. Other examples, Goldman Sachs had to pay $3.9bn to settle the 1MDB bribery scandal in Malaysia. JPMorgan agreed to pay $264m to settle a US probe into its practice of hiring scions of the Chinese elite as its new business strategy. Its not like these bank failings are a new phenomenon. HSBC was able to buy the Midland Bank because it had been so weakened by its majority stake holding in Crocker National of California. At the time of purchase in 1980, Crocker was the tenth largest bank in the US. It has been one of the first banks in the US to use ATMs. Eventually it was sold due to the losses that Midland endured while owning it. Crocker had a large amount of bad loans on its books.

    2021 and the Conspiracies of ‘Johnny Mnemonic’ | WIRED – Gibson’s cyberspace was always bound up with the body. Data can be wet-wired; manipulating files requires Power Gloves and an “Eyephone.” When Johnny jacks in, it kind of hurts. Such meat-meets-metal has, in the quarter-century since Johnny Mnemonic came out, been called a failure of prediction. Our internet ended up disembodied, virtualized, socially distanced, our iPhones more of a figurative prosthesis. Yet, this last year, we sat slack at our desks, muscles atrophying, nerves attenuating, as we doomscrolled our way to new aches, new anxieties, new ailments. Some wild-eyes went so far as to claim that 5G triggered the pandemic, which is the most Gibson-sounding conspiracy of all. In Johnny’s world, the black shakes are caused not by a virus but by a signal. Epidemic through technic. There’s something in the air, no matter what you do. You’re already sick, you’re already dying. Connectivity is killing you

    Don’t Toss It, Fix It! Europe Is Guaranteeing Citizens the “Right to Repair” – expect a wide range of protests from auto manufacturers (like Tesla), to gadget makers (Apple) and agriculture titan John Deere

    Solar power – How governments spurred the rise of solar power | Technology Quarterly | The Economist – like other developments before it, solar demonstrates the need for government to play a role in innovation

    China consumer prices rise but worries persist over core inflation | Financial Times 

    Twitter vs Trump: has Big Tech gone too far? | Financial Times – Mr Trump has been barred from Facebook and Twitter due to events in the US last week. Apple, Google and Amazon have all taken steps to clamp down on Parler, the right wing social network.  This has set up a fierce debate about where the balance lies between a tech company’s right to censor users who breach their content policies versus an individual’s right to freedom of expression. A second aspect is the right for governments to regulate services versus the US approach of laissez faire – Angela Merkel attacks Twitter over Trump ban | Financial Times and a more US perspective – Superspreader Down: How Trump’s Exile from Social Media Alters the Future of Politics, Security, and Public Health – Defense One 

    Taiwan manufacturers quit China over trade tensions and rising costs | Financial Times – really interesting article. Taiwan’s biggest weakness seems to be the small and medium sized manufacturers with operations in China.

    I’ve chosen to not get drawn into the events at the Capitol in Washington DC. It is interesting that Arnold Schwarzenegger is far more articulate and coherent than the politicians in office.

    Quantum science leaps forward in China under Xi’s support: report ｜ Apple Daily 

    Announcement for the connection problem faced by Hong Kong users｜HKChronicles – From the evening of 6th January, 2021 (Hong Kong Time), the chief editor of HKChronicles, Naomi Chan, has received numerous reports from users located in Hong Kong. They noticed that the website was inaccessible when using the Internet service provided by some ISPs in Hong Kong. After looking into the analytics, we also found that the number of visitors from Hong Kong decreased drastically. Because of the scenario, there are some rumors on the Internet regarding to the status of service on our website – Hong Kong ISPs blocking the site. It has lots of good information on organised crime affiliated police, business people and political extremists. More Hong Kong related content here.

    Sex workers say ‘defunding Pornhub’ puts their livelihoods at risk – BBC News 

    Bitcoin Mining and Its Environmental Effects by Şerif DİLEK* & Yunus FURUNCU – an academic paper that show just how bad bitcoin is for the environment. It isn’t just bitcoin mining, but even blockchain and wallet management. TL;DR here is the money quote: Bitcoin’s energy consumption causes serious damage to the environment and faces us as one of the most significant obstacles in the development of Bitcoin.

    Concerns raised about cameras at self-service supermarket checkouts | Irish Examiner – not terribly surprising that Tesco loss prevention techniques give people the privacy creeps. But then they wouldn’t need to if the tills were manned….

    How PewDiePie is trying to dodge his taxes | Input magazine – clickbait headline, the real point is that top level influencers now are big enough to give effective tax management serious consideration

    Telegram: Contact @durov – Telegram laying into WhatsApp. But a little something to think about from seven years ago to consider before you move to Telegram: Cryptography Dispatches: The Most Backdoor-Looking Bug I’ve Ever Seen • Buttondown 

    Mark Ritson’s marketing effectiveness lessons

    • Qualitative and quantitative diagnosis
    • Clear strategic objectives
    • Long, mass-marketing brand building
    • Shorter, targeted performance
    • Tight, differentiated position
    • Heavily, consistently codified
    • Investing more than competitors
    • Astonishing creativity