Ni hao – this category features any blog posts that relate to the People’s Republic of China, the Chinese communist party, Chinese citizens, consumer behaviour, business, and Chinese business abroad.
It is likely the post will also in other categories too. For example a post about Tong Ren Tang might end up in the business section as well. Inevitably everything is inherently political in nature. At the moment, I don’t take suggestions for subject areas or comments on content for this category, it just isn’t worth the hassle.
Why have posts on China? I have been involved in projects there and had Chinese clients. China has some interesting things happening in art, advertising, architecture, design and manufacturing. I have managed to experience some great and not so great aspects of the country and its businesses.
Opinions have been managed by the omnipresent party and this has affected consumer behaviour. Lotte was boycotted and harassed out of the country. Toyota and Honda cars occasionally go through damage by consumer action during particularly high tensions with Japan.
I put stuff here to allow readers to make up their own minds about the PRC. The size of the place makes things complicated and the only constants are change, death, taxes and the party. Things get even more complicated on the global stage.
The unique nature of the Chinese internet and sheltered business sectors means that interesting Galapagos syndrome type things happen.
I have separate sections for Taiwan and Hong Kong, for posts that are specific to them.
China bans tech companies from buying Nvidia’s AI chips | FT – the Nvidia ban is an interesting move by the Chinese government. I don’t think it’s just about putting pressure on their semiconductor companies and foundries. I think it also steers the software industry and approach to AI as well looking for more computationally efficient models. China can do comparable computes, using more lower spec chips and more power.
At the moment the leading edge models in the west are taking a hardware led approach rather like putting larger capacity engine in a car a la an old school hotrod. China is forcing its technology sector to take a more holistic approach.
Having Nvidia lobbying the US for permission to sell Blackwell in China is a secondary benefit and not the hard block people think it is. Compute jobs are already done abroad to get around the ban anyway. Its easy to move SSDs from China to Malaysia to run it on local data centres.
Can China really make its consumers spend? | Jing Daily – After decades of export success, country’s bet on domestic consumption to propel growth bumps up against beliefs about money and security. – They’ve got more chance of increasing the number of children born, the beliefs are that engrained
I love some of the apparently random things that Toyota under Akio Toyoda do. From the GR Yaris to this documentary on a vintage Komatsu steel press that was instrumental in Toyota’s first car factory and still is doing sterling work.
The dialogue is in Japanese but English subtitles are available.
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 | FT – Kempczinski 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.
The Death of the Amex Lounge: Why the Upper Middle Class Isn’t Special Anymore – There’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.
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.
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.”
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.
Your Life is Manufactured is written by Tim Minshall. Minshall is the professor of innovation at the University of Cambridge. He runs the Engineering department’s manufacturing research centre, so has a mastery of his domain. This is immediately obvious from his book, which he manages to write as an exceptionally accessible guide to what manufacturing is, how it is done and hints at why it’s important.
Before getting into the book to understand why it was so popular, I had a number of questions about the book:
What was Your Life is Manufactured purpose as a book?
Your Life is Manufactured looked to demystify how stuff is made. The book whilst accessible is aimed at adults and older children. Minshall keeps things very simple, only once touching on subject matter knowledge name-checking Japanese academic Noriaki Kano‘s work with a very simplified explanation of some of the principles of the Kano model of customer satisfaction.
His explanation as to why manufacturing is important is basically because everything around us is made. He avoids the economic reasons including:
Increased economic productivity
Increased growth
Widespread employment for skilled workers
The national security adjacent area of resilience
All of which are very important, pertinent points for the UK. Minshall’s choices about what he left out of Your Life is Manufactured is as interesting as what he left in. Whilst the book deplatforms the romantic notions of many environmentalists, Minshall assiduously avoids political territories.
Why is it needed?
When I was a child, I remember other children in my primary school didn’t know that milk came from a cow. They had no idea what happened before the jug of milk appeared in the fridge of their local supermarket. Urban living had divorced many people from nature.
I spent a good deal of my time on a small holding in the west of Ireland as a child, so got to see a cow being milked and the creamery tanker taking away from the milk from the churn to be processed. For those who hadn’t seen this process, city farms started to spring up as educational aids giving a basic if romantic view of farming life.
But we all had an intuitive view of what manufacturing was. While it seems arcane now Unilever’s local factory used to blow a steam whistle signalling the changing of a shift across its large industrial site. It marked the time when I set out around the corner to infant school.
Early on Sunday morning, there was a sharp blast which signalled the weekly cleaning out of the boilers, steam and smoke bellowed into the sky followed by the distinctive smell of the boilers contents.
There were similar sirens at the local shipyards and at other factories. Ships carrying cargo would regularly sound their fog horns. Lorries trundled in and out of factory gates and along nearby roads.
Large factories like the Shell Stanlow oil refinery, the Bowater paper mill and the Vauxhall car plant held open days where workers would take friends and family around the plant showing them what it did and inspiring young minds. Years later, as a student, one of my jobs was running the visitors centre for a terminal that processed natural gas.
There was innate curiosity about how things were made. I still have my collection of ‘How It Works’ encyclopedia that I had as a child. My parents sold the original early 1970s part works series in a cardboard box that my Dad had collected and sparked my interest in the version I now have, which we upgrade to when I was still in primary school.
During my career, I have seen several manufacturing processes including a giant printing works in Shenzhen, the infamous Foxconn factory complex and Global Foundries Dresden semiconductor fab.
Now with globalisation and delivery to the door many children of all ages are completely divorced from the means of production. Your Life is Manufactured is a small step in what would need to be a larger process to ground the general public in manufacturing and why it’s important, yet fragile.
Overall thoughts
That Your Life is Manufactured is considered a business book of note, says a lot about how deeply the British people are separated from how things are made – and that’s a frightening thought. Minshall’s book is a good first step in opening up British minds about manufacturing and its requirement of a place in our society. It’s immensely readable and woke me up to the collective ignorance surrounding me.
Motorsport fandom is strange. Back when I was a child motorsport fandom was a bunch of anoraks – literally. There was a category of clothing that you could buy from mail order catalogues and retailers like Demon Tweeks called a rally jacket. This was a coat good enough to deal with some cold wet weather branded by a car company or a tobacco brand.
Motorsport fandom, in particular single-seater race series are starting to see very different types of fans who learned their supporting ideas from the K-pop armies which are a symbiot of the artist promotion machine. While both promotion machine and fans are separate with very different tactics, they were united by a common goal to a point.
This isn’t the first time that media has brought in new fans, gaming created fans in the past. But the current motorsport fandom is interesting because of the cultural friction that it brings for drivers and legacy fans. From hate campaigns and death threats against drivers to ‘idol’ style objectification – women are demonstrating traits that would define toxic masculinity. All wrapped up in pastel tinted social media posts and Etsy products – so that makes it all fine, doesn’t it?
WPP has its next CEO – but what do clients make of heir apparent? – It’s not indifference. It’s pragmatism. Marketers like this don’t want to buy into the idea that a leadership change signals sweeping transformation. After all, Rose doesn’t start until September. Until then, they’d rather stay focused on the present, not the promise.
Ryan Kangisser, a bellwether for client perspective thanks to his proximity to them as the chief strategy officer at MediaSense, expanded on the point: “I do think that often the industry cares more about these sorts of appointments than clients do. Especially if clients have got a really solid client lead, or business lead, then they’re the people who they feel are the ones driving their business.”
Apple development changes was at the forefront of Apple’s WWDC keynote for 2025. I think that the focus on Apple development changes were happening for a few reasons:
Apple got burned announcing sub-standard AI offerings last year.
The new translucent interface is divisive.
The multi-tasking iPad was interesting for power users, but most usage is as a communal device to consume content.
Apple has a number of small on-device models that do particular things well. Which is why Apple needs to get developers on-board to come up with compelling uses.
The Mac still has great hardware, passionate developers and a community passionate about great life-changing software. Apple development focus was coming home.
