Category: branding | 品牌推廣 | 브랜드 마케팅 | ブランディング

The dictionary definition of branding is the promotion of a particular product or company by means of advertising and distinctive design.

I have covered many different things in branding including:

  • Genesis – the luxury Korean automotive brand
  • Life Bread – the iconic Hong Kong bread brand that would be equivalent of wonder loaf in the US
  • Virgil Abloh and the brand collaborations that he was involved in
  • Luxury streetwear brands
  • Burger King campaigns with Crispin Porter Bogusky
  • Dettol #washtocare and ‘back to work’ campaigns
  • Volkswagen ‘see the unseen’ campaign for its Taureg off road vehicle
  • SAS Airline – What is truly Scandinavian?
  • Brand advertising during Chinese New Year (across China, Hong Kong, Singapore and Malaysia)
  • Lovemarks as a perspective on branding
  • BMW NEXTGen event and Legend of Old McLanden campaign
  • Procter & Gamble’s Gillette toxic masculinity ads
  • Kraft Mother’s Day campaign
  • Kraft Heinz brand destruction
  • Porsche Design in the smartphone space
  • Ermenegildo Zegna
  • Nike’s work with Colin Kaepernick
  • Counterfeit brands on Instagram, Alibaba and Amazon
  • Gaytime Indonesian ice cream
  • Western Digital
  • Louis Vuitton collaboration with Supreme
  • Nokia
  • Nike Korea’s ‘Be Heard’ campaign
  • Mercedes SLS coupe campaign
  • Brand collaborations in Hong Kong
  • Beats headphones
  • Apple
  • Henrion Ludlow Schmidt’s considerations of branding
  • Cathay Pacific
  • Bosch
  • Mitt Romney’s failed presidential bid
  • Microsoft Surface launch
  • Oreo Korean campaign
  • Chain coffee shop brands and branding
  • Samsung’s corporate brand
  • North Face’s brand overeach in South Korea
  • Mr Pizza Korean pizza restaurant and delivery service brand
  • Amoy Hong Kong food brand
  • Chevrolet Corvette ‘roar’ campaign promoting a build your own car service
  • Compradores + more things

    Compradores and Eurasians of Hong Kong

    Hong Konger Andrew Tse explained the complex history of Eurasians in Hong Kong and the role of compradores. Eurasians were the offspring of Europeans and middle Eastern Jews with local women.

    During the 19th century, Hong Kong was segregated. Mixed race couples couldn’t marry. Eurasians didn’t easy fit in with either the Chinese community or westerners. This segregation also had its advantages. Information didn’t flow between the communities.

    Eurasian families looked more towards the Chinese community and over time built up status within it.

    The compradores were people who acted as an agent for foreign organisations engaged in investment, trade, or economic or political exploitation. They even helped finance deals when there was low trust. The compradore was a valuable person for western trading houses based in Hong Kong and the families built multi-generational wealth.

    After the second world war, Chinese community understanding of English increased with education. China became closed off with the civil war and Hong Kong itself became a manufacturing hub. With the rise of Hong Kong manufacturing there would be a further decline in the need for compradores to help navigate business deals. Hong Kong also had the common law legal system for contract disputes. The compradore role faded away. Instead of becoming compradores, Eurasians worked within the major companies rising to senior positions. Mr Tse’s own career in the aviation sector is empirical evidence of their success.

    They became prominent business people and philanthropists in their own right. The Tung Wah Group of Hospitals benefited from their philanthropy. Tung Wah Group of Hospitals is the oldest and largest not-for-profit organisation in Hong Kong.

    Over time, mixed race marriage was no longer restricted and Hong Kong had its native-born entrepreneurs like Li Ka-shing to govern the old Taipan businesses like Hutchison-Whampoa.

    A century after the Eurasian community had first formed in Hong Kong and became compradores their identity was still a sensitive subject. Peter Hall’s book In The Web that outlined this history was restrained from being published until after the death of certain prominent community members who didn’t wish to be ‘outed’ as Eurasian.

    As a synopsis of the book puts it:

    Peter Hall’s book, ‘In the Web,’ brings to light the mysteries that lay behind his family and the other Hong Kong Eurasian families intertwined with it. Because it attempts to lift the stone firmly left in place for over a century, this work will not be welcomed by those who prefer conjecture to be left to outsiders.

    Hall himself came from a Eurasian background, was interned by the Japanese and worked for prominent property developer Hongkong Land.

    The prominence of the Eurasian community has dissipated, for a number of reasons:

    • Some of them moved overseas, in common with many richer Hong Kongers in the run up to the handover.
    • Some family lines have became re-assimilated in the Chinese community.
    • Many of them died defending Hong Kong during the Japanese invasion.

    Branding

    Q&A: Juanita Zhang on How Chinese Brands Can Win Globally | Branding in Asia – One critical insight is the power of unapologetic differentiation, especially as Chinese brands move beyond the ‘outbound 2.0’ era. The initial wave of success often rode on e-commerce efficiency, providing commodity-level products and leveraging vast data insights. However, we’ve observed that many brands then dwell too much in ‘end-user insight,’ optimizing for existing demand rather than proactively building aspirational gravity. The brands that truly succeed don’t try to be all things to all people; they identify a unique, compelling value proposition and own it fiercely.

    McDonald’s US sales drop by most since height of pandemic | FTKempczinski said his company had surveyed consumers in top global markets about their views on the US, American brands and McDonald’s. While there had been no change to public opinion on the McDonald’s brand, he said more people signalled they would be cutting back on buying American brands. The surveys also revealed an 8 to 10-point rise in “anti-American sentiment”, he said, notably in northern Europe and Canada.

    China

    ‘Hanger war’: Italy’s fast fashion hub becomes Chinese mafia battlefield | Hong Kong Free Press

    Revealed: The scale of cheap Chinese imports flown into UK without paying any tariffs | Money News | Sky News

    Ikea Shanghai becomes a hot spot for senior dating | International | EL PAÍS English – the problem for Ikea is that they can’t monetise these consumers. They bring their own food, drink the free coffee and keep their wallets tightly closed.

    Watchmaker Swatch apologises for ‘slanted eyes’ ad after China social media uproar | Hong Kong Free Press

    Consumer behaviour

    Steve Ells, Chipotle founder: ‘The public doesn’t like to see technology nearby when they’re trying to eat’ | EPS | EL PAÍS English

    We used AI to analyse three cities. It’s true: we now walk more quickly and socialise less | Carlo Ratti | The Guardian

    Economics

    Greedflation Is Back as Corporations Use the Tariff Excuse to Hike Prices | BIG by Matt Stoller

    The Death of the Amex Lounge: Why the Upper Middle Class Isn’t Special AnymoreThere’s something happening to the upper middle class in the United States that no one is talking about. They are going through an existential crisis.  I first noticed it at the airport. A line 20 people deep for the American Express lounge. Then, once you get inside, more lines for food/drinks and not an open chair in sight. Then I saw it in the housing market. I have friends with $10,000+ monthly mortgage payments on modest homes. Ten grand a month and they still don’t own a mansion. Today, buying a 3-bedroom apartment in Jersey City (where I live) would cost me anywhere from $9,300-$14,000 a month (all-in). I could rent the same unit for around $6,000-$7,000 a month.

    Ethics

    The 50something man has a PR problem | Influence Online“Ageism is the last ‘ism’ we need to tackle. Anecdotally, I’m hearing a lot about the 50+ demographic struggling to find new roles because employers perceive them as being so old that they can’t learn new skills or that their tech isn’t up to scratch. All their knowledge is being lost – and because AI is replacing entry-level jobs – there’s a lack of new people coming in to learn from them. Acknowledging ageism exists would be a great start…”

    Finance

    Buy now, pay later, in debt forever? – The Face – or how generation Z credit rating is being impacted by Klarna, Affirm et al which are the digital equivalent of the ‘tally man’ of the early to mid 20th century. Reading all this reminded me of working at MBNA as a student and hearing people’s horror stories as they tried to transfer over scorecard debit to pay it down at a more rational rate.

    FMCG

    Mister Donut’s New Home Cut doughnuts take nostalgia to extremes with barely any sweetness | Sora News 24

    Domestos: a masterclass on how legacy brands can still cut through

    Unilever Acquires Dr. Squatch: What This $1.5B Deal Reveals About Modern CPG Brand Strategy | Mintel

    The story of Nongfu water is the story of the wild, wild west of Chinese business. The health claims still shock me, despite everything I knew about the Chinese market.

    Hong Kong

    Nike sues HK star Edison Chen over alleged breach of contract | Marketing-Interactive

    HK Ghost Signs – beautifully made site documenting historic advertising and industrial signage from back when Hong Kong was a light industrial titan.

    Hong Kong’s busy bankers give its office market a lift | FT contrast this with Collers more sober take on the Hong Kong market Singapore office demand soars 12-fold while Hong Kong remains ‘subdued’, Colliers says | South China Morning Post

    Japan

    Japan’s Hardworking Yakuza — The Viagra Job (2010)

    Luxury

    Is petcare the next luxury opportunity? | Vogue Business

    Luxury blingflation creates opportunity for cheaper challengers | FT – are these premium or luxury? And have the consumers pivoted from luxury to premium?

    Media

    Why Brands Like State Farm and Argos Are Going All-In on Social-First Episodic Videos | AdWeek – storytelling

    Amazon Breaks Up Wondery Podcast Studio, CEO Jen Sargent Departs | Hollywood Reporter – issues with the business model for audio offerings, curious to know if Vox will follow suit? The shows that moved to SiriusXM are interesting, SiriusXM is a subscription-based satellite and internet radio service

    Chinese ‘vertical dramas’ are booming in America. Should Hollywood be worried? | SCMP – Hollywood has done a poor job of having compelling mobile media

    TVB Introduces AI Short Series – JayneStars.com – this follows on from TVB running an AI avatar to host Miss Hong Kong 2023

    Forget about the AI Guess model — let’s talk about Range Rover’s Vogue ad – The Media Leader

    Online

    What Is “Broke Man Propaganda?” | Cosmopolitan & Yes, it is classist to dehumanise ‘broke’ men | Dazed“Poverty is not the fault of the poor,” she continues. “I find it very cruel to talk about John – a character who loves Lucy, a beautiful character being played beautifully by Chris – in such cruel terms as ‘broke boy’ or ‘broke man’.” She goes on: “I think that is a very troubling result of the way that wealthy people have gotten into our hearts [and convinced us] it’s your fault if you’re poor, or you’re a bad person if you’re poor. So, it doesn’t make me laugh, actually. It just makes me feel very concerned that anybody would talk about my movie and my characters [like that], and think about it in such classist terms.”

    Why Is TikTok Overflowing With AI Country Music Erotica? | Pitchfork

    Philippines

    Poblacion is the old part of Makati, the central business district of Manila in the Philippines. I have been to Makati for work in the past and to my regret missed visiting Poblacion.

    Otherwise Makati is full of anonymous office blocks, business hotels that look the same the world over and Starbucks coffee shops.

    Retailing

    Chinese Livestreaming ‘Virtual Human’ Salespeople Are Outselling Their Human Counterparts | 404 Media

    Security

    China Is Winning the Cyberwar: America Needs a New Strategy of Deterrence | Foreign Affairs

    Axios Future of Cybersecurity: 1 big thing: A tale of two generative AI futures – differing opinions from Defcon in Vegas on the impact of AI on hacking and cyber-defence

    Israel Secretly Recruited Iranian Dissidents to Attack Iran From Within — ProPublica

    Inside Beijing’s quiet campaign to sideline Nvidia’s H20 AI chips | DigiTimesChina has told domestic companies to steer clear of Nvidia’s H20 processors, particularly for government and national security projects, raising the stakes for US chipmakers

    Colt Telecommunications Struggles in Wake of Cyber Incident | Dark Reading

    New Zealand spy service warns of China interference | Spacewar

    FBI Warns of Russian Cyber Hackers Targeting Critical US Infrastructure | The Epoch Times

    Colombian Black Hawk shot down by FPV drone | Defence Blog

    EU fires warning shot at Spain over Huawei reliance | FT

    DaVita tells 2.4M people ransomware scum stole health data • The Register

    Software

    Google to provide Gemini AI tools to US government | Robo Daily

    Companies Are Pouring Billions Into A.I. It Has Yet to Pay Off. – The New York Times

    Technology

    ‘AI winter’ is coming, warns leading expert following OpenAI’s botched GPT-5 launch | Graham Lovelace

    Google and IBM believe first workable quantum computer is in sight | FT

    Nigeria deports 50 Chinese nationals in cybercrime crackdown | Reuters

    Tech war: DeepSeek hints China close to unveiling ‘next generation’ AI chips | SCMP

    Tools

    Lumo: Privacy-first AI assistant where chats stay confidential – Proton’s AI assistant

    Is the Flipper Zero the next big car theft gadget? The Verge & Inside the Underground Trade of ‘Flipper Zero’ Tech to Break into Cars | 404 Media

    Web-of-no-web

    Amazon Digital Signage Solutions for Business – interesting AWS / product hybrid

    Harvard dropouts to launch ‘always on’ AI smart glasses that listen and record every conversation | TechCrunch

    Wireless

    Electronic Weapons: Iran Exploits Western Cellphones

  • September 2025 newsletter

    September 2025 introduction – (26) pick-and-mix edition

    Where has the year gone? I am just thankful that we got a little bit of sun, given how fast and hard the autumn wind and rain came in this year. I am now at issue 26, or as a bingo caller would put it ‘pick and mix’.

    Pick'n'Mix

    When I was a child ‘pick-and-mix’ sweets were a way of getting maximum variety for the lowest amount of pocket money that I earned from chores. Woolworths were famous at the time for their pick and mix section, alongside selling vinyl records and cassettes. Woolworths disappeared from the UK high street during the 2008 financial crisis.

    For Mandarin Chinese speakers 26 is considered ‘lucky’ given that it sounds similar to ‘easy flow’ implying easy wealth.

    This month’s soundtrack has been a banging digital compilation put together by Paradisco and Disco Isn’t Dead featuring The Reflex, PBR Streetgang, Prins Thomas, J Kriv, Sergio Mendes & Brasil 66.

    Right, let’s get into it.

    New reader?

    If this is the first newsletter, welcome! You can find my regular writings here and more about me here

    SO

    Things I’ve written.

    Books that I have read.

    • I finished Moscow X by David McCloskey. (No plot spoilers). This is the second book my McCloskey after Damascus Station, which I read and enjoyed back in May last year. The book is like a more action-orientated American version of a LeCarré novel. The plot reminded me of LeCarré’s Single & Single and Our Kind of Traitor. McCloskey isn’t afraid to have strong female lead characters in his book.
    • Your Life is Manufactured by Tim Minshall. Minshall is a professor at Cambridge and heads up the engineering department’s manufacturing research centre. Because of his mastery of the subject area, he manages to provide an exceptionally accessible primer in terms of what manufacturing is, how it happens and what it means. More about it here.

    Things I have been inspired by.

    Election-winning opacity in influencer relations 

    I have been following Taylor Lorenz‘ work since she became the beat reporter for online culture and technology at the Business Insider. Her article for Wired magazine on how the Democratic Party in the US is working with paid influencers makes for an interesting read.

    What would be the norm in the commercial world about influencer transparency where there is a paid relationship – isn’t happening in politics.

    Ok, why does this matter? The reason why I think this matters is that people who do their time in the trenches of a presidential election campaign have a clear path into a number of American agencies.

    ‘I’ve have won a victory for X candidate and can do the same for your brand’ has been a popular refrain for decades in agencies.

    I have been in the room when senior American agency people have tried to convince Chinese companies to buy their services based on their success in marketing a candidate in an election using western social media channels. There was no sense of irony when this was awkwardly delivered as a possible solution for domestic market campaigns to marketing teams in Guangzhou, Shenzhen and Shanghai.

    Bad habits will be brought into agencies and sold on to clients.

    Chart of the month. 

    Kim Malcolm shared a great report done by Zappi and VaynerMedia looking at The State of Creative Effectiveness 2025. Two charts piqued my interest. The change in distinctiveness of advertising by age cohort.

    distinctiveness

    The overall emotion that an advert evokes by age cohort.

    emotion

    Causality of these effects aren’t clear. Empirically, I know that great adverts still put a smile on the faces of people of all ages and can change brand choice, even in the oldest consumers.

    I had more questions than answers. VaynerMedia thought that the answer should be cohort-specific campaigns. I am less sure, since brands tend to better within culture as a common point of truth for everyone. Also, I don’t believe in leaping to a solution until I understand the underlying ‘problem’.

    I could understand a decline in novelty as people gain decades of life experience and will have seen similar creative executions before.

    Are the adverts lacking a foundation in strong cultural insights and cues that would resonate with these older audience cohorts?

    What I did notice is a correlation with the age profile in advertising agency staff compared to the general public and the point at which the drop-off to occurs. But correlation doesn’t necessarily imply causation.

    It’s concerning that advertising effectiveness declines in older audience cohorts as economic power skews older within the general population. This is likely to continue as millennials inherit wealth from their baby boomer relatives as they enter their 50s and 60s. Which makes the old marketer line about half of a consumers economic value is over by 35 seem hollow.

    Things I have watched. 

    Ghost In The Shell Arise: Border 1 and Border 2. In the GITS storyline this is a prequel to the original film. It follows how the eventual team comes together. The technology looks less fantastical and more prophetic each time I watch it. The animation is still spectacular.

    Ghost In The Shell Arise: Border 3 and Border 4. Following on from Border 1 and Border 2, this has Togusa and the Section 9 team following the same case from different ends – which eventually has Togusa joining Section 9 as its only unaugmented team member.

    I bought up as many of the films I could in Johnnie To’s filmography after he criticised Hong Kong’s national security regulation in an interview, which was likely to be the kiss of death to his film career. I finally got around to watching one of his best known films PTU and the series of Tactical Unit films that came from the same universe.

    PTU: One of the paradoxes of Hong Kong is the prevalence of triad and corruption dramas, compared to the real life which whilst not crime and corruption free is much more staid. Hong Kong is as different from its cinematic counterpart, as the UK is to Richard Curtis’ films. PTU like Akira Kurosawa’s Stray Dog is based around the search for a missing police pistol. PTU (police tactical unit) officers look to help out a detective from the OCTB (organised crime and triad bureau). While the film occurs over one night, it was actually shot over three years and is one of Johnnie To’s best known films. Shooting only at night, To provided the audience with a familiar, yet different, cinematic experience. The washed out colours of day time Hong Kong is replaced by vibrant signage and the sharp shadows defined by the street lighting. Officers walking with a street lamp lit Tom Lee music instrument store behind them, look like its from a John Ford scene in composition. Some of his tracking shots, due to the framing of photography and the distortions of the night give an almost Inception like feeling to the geography of Hong Kong streets, warping the horizon between buildings the night sky. PTU was successful internationally and then spawned, five further films from the same universe made in 2008 and 2009.

    Tactical Unit: The Code was a one of a series of Tactical Unit sequels to Johnnie To’s PTU. In The Code several plot lines come together. The investigation of CCTV footage of officers beating up a triad , a police officer heavily in debt due to negative equity on his mortgage and a drug deal gone wrong. All this plays out in the Kowloon area of Hong Kong. When this film was made back in 2008, it would have been considered well done, but largely unremarkable. Nowadays it couldn’t be made as it would in breach of the National Security Law. The irony is that this film is available on the iQiyi streaming service from mainland China.

    Tactical Unit: Human Nature loses some of the cinematic feel of PTU. It’s not as masterful a film , BUT, the convoluted threads of the plot and the great cast who are now completely comfortable in their characters make it work well.

    Tactical Unit: No Way Out. No Way Out starts with an impressive screne shot in Temple Street market. The film explores the Temple Street area of Kowloon and organised crime links to everything from cigarette smuggling to drugs.

    Tactical Unit: Comrade in Arms is the penultimate in the series from the PTU universe of films. You still have the main cast of Hong Kong veterans Lam Suet, Simon Yam and Maggie Shiu. Plain clothes officer Lo Sa has been demoted to wearing a uniform and both Mike Ho and Sergeant Kat’s squads are still patrolling the Kowloon side of Victoria harbour. This sees the stars leave their usual urban beat and go into the hills of the New Territories after bank robbers. Much of it occurs in daylight, which sets it apart from the night time beat of PTU. Nowadays it couldn’t be made as it would in breach of the National Security Law. The irony is that this film is available on the iQiyi streaming service from mainland China.

    Tactical Unit: Partners. Partners is unusual in that it revolves around the challenges of the ethnic minorities that make up Hong Kong from romance fraud ensnaring filipina workers to discrimination against Indians and Nepalis. While some of the show happens during late on in the day, it still captures much of the night time feeling of the universe

    2001 Nights is a 3D anime. While I admire the ambition and the technical expertise that went into the models, the characters as CGI fall down and distract from the storytelling. Also it felt weirdly like Space 1999 – and not in a good way.

    Her Vengeance is a Hong Kong category III revenge movie filmed in 1988 that 88 Films recently release on Blu Ray. It borrows from another Hong Kong film in the early 1970s and I Spit On Your Grave. Despite being an low budget exploitation film it features a number of notable Hong Kong actors, probably because it was a Golden Harvest Production.

    Casino Lisboa

    I found the film interesting because its opening was shot at Stanley Ho’s iconic Casino Lisboa in Macau. This was unusual because Hong Kong had lots of nightclubs that would have been fine for the protagonists management role without the hassle of the additional travel and government permissions. So we get a rare late 1980s snapshot of the then Portuguese colony.

    When The Last Sword Is Drawn is a classic chambara (samurai sword-play) movie. It tells the complex story of a samurai, who unable to support his family on his meagre income as a school teacher and fencing master, turns his back on his clan and leaves to find work in Kyoto. Once in Kyoto he becomes embroiled in the battle between the declining Takagawa Shogunate and the Imperial Royal Family during the 19th century. Whilst the film does contain a lot of violence, it is used as a backdrop to the humanity of the main character and battles he faces between providing for his family and doing the honourable thing.

    The plot is told through the recollections of others and finishes with the samurai’s youngest daughter getting ready to leave Japan with her husband and set up a doctor’s surgery in Manchuria (China).

    Useful tools.

    Playing Blu-Ray discs on a Mac

    I have a Blu Ray player in my home theatre that enjoy using in lieu of subscribing to Netflix, which allows to me to explore more art house content than I can stream. Macgo Mac Blu Ray Player Pro gives your Mac the software capability that Steve Jobs wouldn’t.

    One final thing, if you prefer to use Substack, you can now subscribe to this newsletter there.

    The sales pitch.

    I am currently working on a brand and creative strategy engagement at Google’s internal creative agency. I am now taking bookings for strategic engagements from the start of 2026 – keep me in mind; or get in touch for discussions on permanent roles. Contact me here.

    now taking bookings

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

    Ok this is the end of my September 2025 newsletter, I hope to see you all back here again in a month. Be excellent to each other and get planning for Hallowe’en.

    Don’t forget to share if you found it useful, interesting or insightful.

    Get in touch 

  • PHNX 2025 favourites

    Now that the awards have been announced I can share my PHNX 2025 favourites from the categories that I had a the good fortune to judge. It took me a little time to sit down and collect my thoughts. You can find the details of the Grand Prix winners here.

    Proud to be a juror again this year for Adforms PHNX awards

    My PHNX 2025 favourites come from around the world. The categories are truly global in nature and you get work from a wide range of agency sizes. Partly because of my time in Hong Kong campaigns from Cathay Pacific and HSBC stood out for me when looking at PHNX 2025. This wasn’t out of a sense of mawkish nostalgia, but because I understand the cultural context and legislative issues lurking beneath the surface looking to sink a campaign for fear of ‘soft resistance’.

    Cathay Pacific paraolympics

    While Hong Kong has historically had a strong showing at the paraolympics , its para-olympians achievements hadn’t been seen in the past. Cathay Pacific used the new opportunities that generative AI tools allowed these moments to be recreated.

    Cathay Pacific had the permission to do this advert because of its position in Hong Kong life. Cathay Pacific aka ‘CX’ is the nervous system that connects Hong Kong and Hong Kongers to the wider world. As importantly, CX also connects the Hong Kong diaspora to the home city. The airline’s loyalty card is the second most common card for Hong Kongers after the Hong Kong ID card.

    HSBC – Hong Kong move forward

    Hong Kong as a city has been through a lot:

    • The protests
    • The National Security Law and the social changes that came after it
    • COVID-19 lockdown
    • A battered economy

    All of this piled on top of the co-opetition between the city and nearby cities from Guangzhou and Shenzhen to Macau and Singapore.

    Move Forward tries to capture the Hong Kong commercial spirit, even as ‘Underneath the Lion Rock’ common identity dimmed and spread around the world.

    HSBC took this concept further by using Tony Leung Chiu-wai ‘aka Little Tony’ as a brand spokesperson. Leung as a star is universally liked by Hong Kongers, from Marvel fans to Wong Kar-wai devotees like me. Leung embodies the ‘Lion Rock spirit’. He left school at 15 due to family hardship. Worked in everyman jobs like a salesman in an electrical goods store and built his career thanks the apprenticeship / talent development system that local TV station TVB ran at the time.

    Midea white goods

    In the 1980s and early 1990s this ad wouldn’t have been notable. It would have been considered a good advert, but not great. But it’s now 2025, Gym Shark clothing and Suri dental health adverts are soul-rotting. So the joy of seeing any craft and conceptual creativity in an advert makes this Midea spot notable.

    https://youtu.be/ujpb1o-vlBU

    If Diageo made white goods, this is what their campaigns would look like.

    Limin’ with Gram

    Of my PHNX 2025 favourites, Limin with Gram was my sole pick from the UK based on the categories that I was a jury member for. It warmed the strategist in me for the way cultural insights were applied to a health-related public service announcement style campaign.

    More related content here.

  • Share of search volume

    Les Binet did some sterling work thinking about share of search volume as part of his ongoing work looking at marketing effectiveness.  

    Les Binet

    In order to understand share of search volume, we have to go back to 1990 when former advertising veteran and professor John Philip Jones[i] published a paper in the Harvard Business Review[ii] and a subsequent book[iii].

    Jones’ research around the linkage between advertising and sales by looking at advertising including tools of his invention STAS (short term advertising strength)[iv] and AIC (advertising intensiveness curve). One of Jones’ key findings was the linkage between a brand’s share of voice and its market share. One of the biggest predictors of brand growth was ESoV (excess share of voice). ESoV is when a brand has a share of voice in excess of the proportion needed to maintain its market share. 

    During economic good times this might be down to an increase in brand building marketing spend, not only advertising and public relations, but also influencer and sports sponsorships with variable[v] results. 

    During recessionary times[vi], it might be maintaining brand building marketing spend when the competitors are cutting back. 

    Part of this brand building work overlaps with increasing marketing penetration through increasing the number of places where the brand is available. During the 95 percent of time that you are not in a buying mindset when you pass a product display in a supermarket it’s a billboard – doing the brand building work. 

    Jones’ findings were later validated by Peter Field and Les Binet’s work on marketing efficiency[vii], and in the summation of research[viii] from the Ehrenberg-Bass Institute for Marketing Science by Byron Sharp. 

    Share of search volume

    The clever thing that Les Binet[ix] did with share of search volume[x] was find it as a predictor on the likely time when ESoV was likely to impact with a growth in market share AND, he found that the share of search volume change mapped neatly on to market share change.  

    The challenge is that different sectors have different times between a change in share of search volume and the corresponding change in market share[xi].   

    “For mobile phone handsets, Binet further ventured, share of search leads market share “by about six months” as a performance indicator – offering marketers a chance to adapt their strategies if needed if a decline is expected.

    “If the brand … had access to the share of search data at the time, it would have had a six-month warning that share of market was about to turn around,” Binet said. “That’s an incredibly useful metric.”

    Share of search’s predictive quality for energy brands, Binet explained, was noticeably shorter, at just “nought to three months.”

    For automakers, by contrast, share of search anticipates market share by “nine to 12 months,” he said – a significant timeframe for marketers to potentially refine strategies.

    Breaking out data for Volkswagen, the auto marque, provided corroboration that sales forecasts based on share of search “are incredibly close to what actually happened,” Binet said.”

    Search considerations

    Much earlier in my career I worked on the Yahoo! Search business, back when the company had its own search technology and sold its own search advertising. One of the things that we found was that while overall search volume could be modelled accurately for the year based just on January’s search data – unexplained search volume peaks still needed to be ironed out by looking at rolling three-month values instead. 

    I found it interesting that Binet’s findings didn’t seem the same degree of ‘peakiness’ and was a much more valuable predictor once the time lag factor between share of search volume and market effects were known. 

    Share of search makes sense from a logical perspective. Many below-the-line activities have been focused on search in terms of aiding SEO to increase share of market opportunity, rather than an explicit appreciation of the impact on the share of search volume and consequently change in market share. My friend James Warren used to talk about public relations and related earned media activities such as organic social media as ‘offline SEO’. This thinking was incorporated into Interpublic’s ‘inline’ concept[xii].

    Future search

    Share of search volume is complicated by a number of factors that are down to changing consumer behaviour. 

    Google’s focus on mobile upended the precision that we could search with and what we could search for, out went Boolean operators that could track down a highly relevant web page from 12 years ago. But we could now find the nearest coffee shop with wi-fi. YouTube[xiii] due to its explanatory content became the second largest search engine globally (excluding China). 

    A good deal of product search has migrated to sites like eBay, Walmart[xiv] and Amazon[xv]. Part of the reason being is that their site search is good enough, they have a wide range of stock and speedy delivery. Amazon also benefits from Amazon Prime which drives customer purchase, but isn’t without controversy[xvi].

    Social and generative AI have unlocked new challengers to Google. Search on social platforms has become the go-to approach for many young people. Google acknowledged this when asked by Business Insider[xvii].

    “we face robust competition from an array of sources, including general and specialized search engines, as well as dedicated apps.”

    The move to social is about tapping what we called back in my Yahoo! days ‘knowledge search’[xviii]. Search startups like Gigabrain have tried to tap into this market by providing a better search function of Reddit forums. 

    Finally, the move towards consumer usage of generative AI tools based on large language models has created new competitors to Google including Perplexity and ChatGPT Search. Google itself has adopted LLMs in its own search offering and seen an increase in both revenue and profit from search advertising[xix].

    Share of model vs. share of search volume

    In order to try and understand new LLM-driven search, innovator agencies like Jellyfish and Deft[xx] have looked towards understanding share of model. Share of model tries to understand how LLMs perceive a given brand, in a similar way to the way SEO rankings held a similar place in search engine marketing. Like SEO, they look to understand whether the brand has sufficient optimisation of their digital properties to feature in recommendations by the models. 

    What share of model doesn’t give us is the consumer insight provided by share of search volume. Share of search volume is consumer behaviour driven and advertising influenced; share of model is algorithmic behaviour driven and training influenced. 


    [i] John Philip Jones profile (United Kingdom) WARC

    [ii] Jones, J.P., (1990) Ad Spending: Maintaining Market Share (United States) Harvard Business Review

    [iii] Jones, J.P. (1995) When Ads Work: New Proof That Advertising Triggers Sales (United States) Jossey Brass

    [iv] Hansen, F., Olsen, J.K. STAS and Other Short Term Advertising Effect Measures (United Kingdom) WARC

    [v] Siu, A. (February 2025) The Honey scandal is a ‘wake-up call’ for the creator industry’s affiliate partnerships

    [vi] (2023) The power of excess share of voice (United Kingdom) Thinkbox

    [vii] Binet, L., Field, P. (2013) The Long and the Short of it: Balancing Short and Long-Term Marketing Strategies (United Kingdom) Institute of Practitioners in Advertising

    [viii] Sharp, B. (2010) How Brands Grow: What Marketers Don’t Know (United Kingdom) Oxford University Press

    [ix] (2020) Share of search can predict market share (United Kingdom) WARC

    [x] Binet, L. (2021) Share of Search (United Kingdom) Les Binet channel on YouTube

    [xi] (2020) Share of search can predict market share (United Kingdom) WARC

    [xii] Warren, J. (2008) Back to school (United Kingdom) PR Week (republished on PR 2.0)

    [xiii] (2010) YouTube Revenue Approaching $1 Billion Per Year [REPORT] (United States) Mashable

    [xiv] Levin, M.R., Lowitz, J.N. (November 2020) Grocery Drives Walmart Online Orders (United States) Consumer Intelligence Research Partners LLC (CIRP)

    [xv] Evans, B. (2023) Retail, search and Amazon’s $40bn ‘advertising’ business (United Kingdom) Benedict Evans

    [xvi] Stoller, M. (2021) Amazon Prime Is an Economy-Distorting Lie (United States) BIG by Matt Stoller

    [xvii] Delouya, S. (2022) Nearly Half of Gen Z Prefers TikTok and Instagram Over Google Search (United States) Business Insider

    [xviii] Carroll, G.M.S. (2021) Yahoo Answers (United Kingdom) renaissance chambara

    [xix] Morris, S. (2025) Alphabet shares gain as Google search boots profits (United Kingdom) Financial Times

    [xx] Crocombe, I. (2025) Share of Model (United Kingdom) Deft

  • Apple Intelligence delayed + more

    Apple Intelligence delayed.

    Apple announced that features showcased during the 2024 WWDC enhancing Siri would be delayed. Apple Intelligence delayed represents a serious breach of trust for Apple’s early adopters and the developer community. On its own whilst that’s rare from Apple, it’s survivable.

    Sad Mac icon

    Apple has made other FUBARs: the Newton, some of the Performa model Macintosh computers in the 1990s, the Apple Pippin, Apple QuickTake cameras and the Apple Cube computer from 2000.

    The most recent game-changing product has been the AirPod series of headphones which have become ubiquitous on the tube and client video calls. But there has been a definite vibe shift around perceptions at Apple.

    • Recent product upgrades to the MacBook Air were given a muted welcome. Personally I think Apple came out with a banger of a product: the M4 processor in the MacBook Air M1 form-factor at the Intel MacBook Air price of $999.
    • The Vision Pro goggles are at best a spoiler on the high-end market for Meta’s VR efforts, and an interesting experiment once lens technology catches up with their concept. At worst they are a vanity project for Tim Cook that have a very limited audience.
    • Conceptually Apple Intelligence told a deceptively good story. Let others develop the underlying LLMs that would power Apple Intelligence. This solution is partially forced on Apple due to the mutually exclusive needs between China and its other markets. But it also meant that Apple had a smaller AI challenge than other vendors. On-device intelligence that would work out the best way to solve a problem and handle easier problems without the latency of consulting a cloud service. More complex problems would then be doled out to off-device services with privacy being a key consideration. The reality is that Apple Intelligence delayed until 2027 because of technical challenges.

    Key commentary on the Apple Intelligence delay:

    Chungking Express.

    One of my most loved films is Chungking Express directed by Wong Ka wai. It was one of the reasons that I decided to take up the opportunity to live and work in Hong Kong. This YouTube documentary cuts together some of the oral history about the making of the film. The story of the production is nuts.

    Drone deliveries

    Interesting documentary by Marques Brownlee on the limited use cases and massive leaps in innovation going into drone delivery systems.

    Effective Marketing for Financial Services

    Les Binet presents a financial services-specific view on marketing effectiveness. It has some interesting nuances, in particular how brand building is MORE important in subscription services.

    Tony Touch set

    Tony Touch did a set for Aimé Leon Dore. It’s an impeccably programmed set.

    LUCID Air focus on efficiency

    It’s rare to hear the spokesperson for an American car company quoting Colin Chapman’s design philosophy – which he shared with Norman Foster.