Ged Carroll

Category: china | 中國 | 중국 | 中華

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.

  • Thelonius Monk + other things

    Thelonius Monk

    The soundtrack to my week was this three hour programme on the music of jazz musician Thelonius Monk. Thelonius Monk has 99 albums to his name, excluding compilations, many of which were live concert performances rather than studio recordings. He was known for his improvisation and was one of the found fathers of bebop.

    KCRW put together a great tribute to Thelonius Monk that hits all of the high spots that I know of in his career, that was cut short at the age of 64 in 1982.

    Sailor Moon + syphilis – two concepts I never thought I would utter in the same sentence

    Only Japan could successfully leverage a much loved children’s TV and comic book character to try and reduce syphilis infections. It was interesting to hear that the creator of Sailor Moon was a pharmacist who saw the urgency and need. Quartz alludes to Shinjuku – the entertainment district being the epicentre. Japan like its neighbours has seen an increase in foreign sex tourism from other Asian markets.

    This is solely down to a larger Chinese middle class who visit prostitutes for bonding business relationships (sharing knowledge of each others transgressions builds trust). There is also macho posturing to reinforce hierarchies and subjugate the sex workers. They also go for pleasure when they’re on holiday. Basically, they’re absolute scum.

    Japanese hi-fi enthusiasts

    Great short film by the Wall Street Journal about obsessive Japanese Hi-Fi buffs. I love the extremes that they go to in order to get the best sounds.

    Uniqlo Danpan

    A Uniqlo campaign is always something that I look forward to and Uniqlo Danpan is no exception

    Volkswagen

    Interesting effort to move the discussion on around the Volkswagen brand from Dieselgate. The reality is that Dieselgate will be with us for years as it rolls through court cases and is cited with regards the need for electric cars.

  • Out and about: Blade Runner 2049

    *** No plot spoilers*** Where do you start when talking about Blade Runner 2049 – the most hyped film of the year?

    Blade Runner 2049 starts up some 20 years after the original film. It captures the visuals of the original film, moving it onwards.  The plot has a series of recursive sweeps that tightly knit both films together which at times feels a little forced, a bit like the devices used to join Jeremy Renner’s Bourne Legacy to the Matt Damon canon.

    Blade Runner 2049

    The 1982 film took the neon, rain and high density living of Hong Kong in the late summer and packaged it up for a western audience.  Ever since I first saw  it represented a darker, but more colourful future. I felt inspired, ready to embrace the future warts and all after seeing it for the first time.

    The new film is a darker greyer vision largely devoid of hope. You still see the Pan Am and Atari buildings of the first film, now joined with brands like Diageo. The police cars are now made by Peugeot. It also captures the visual language of the book, something that Scott hadn’t done in the original to the same extent. In the book, Dick (and the Dekkard character) obsess on how the depopulated world’s crumbling ephemera is rapidly becoming dust.

    Visually the film dials down its influences from Hong Kong, Tokyo or Singapore and instead borrows from the crumbling industrial relics of the west and third world scrap driven scavenging from e-waste in China and Ghana to the ship breaking yards of Bangladesh. The filthy smog and snow is like a lurid tabloid exposé of northern China’s choking pollution during the winter. It paints a vision more in tune with today. Automation and technology have disrupted society, but orphans are still exploited for unskilled labour and vice is rampant.

    Ryan Gosling and Harrison Ford do very capable performances. And they are supported by a great ensemble of cast members of great character actors at the top of their game. Dave Bautista, Robin Wright, Barkhad Abdi (Eye in The Sky) and David Dastmalchian (MacGyver, Antman, and The Dark Knight). The one let down is Jared Leto – who now seems to play the same character in every film since his career high point of Dallas Buyer’s Club – I suspect that this is as much a problem with casting as performance. I think he needs to be cast against type more.

    For a three-hour film it still manages to hold your attention and draw you in to its universe without feeling tired. It’s also a film that forces you to think, so if you are looking for visual wallpaper for the mind a la Marvel’s Avengers series of films it won’t be for you.

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  • iPhone X launch + more things

    iPhone X launch

    In terms of the news agenda, the iPhone X launch dominated the news. I wrote about it here and here.  This image from the Chinese internet summed everything about the iPhone X launch up for me.

    Chinese reaction to iPhone X

    We’re in a place of innovation stuckness at the moment – we’re celebrating incremental improvements in user experiences on smartphones as transformational, they aren’t. This is a category challenge, not a vendor-specific one. Even infrastructure and component vendor Qualcomm is struggling to envision ways to move things on.

    I have been mostly listening to this playlist from this years Love International Festival

    And FIP Radio

    Japanese group meforyouforme combining traditional Japanese culture and dance with modern tap dancing FTW


    Hong Kong stars Donnie Yen and Andy Lau go back to the 1970s with Chasing the Dragon – a thriller based on real characters involved in drug smuggling and organised crime in the turbulent go-go economic boom of Hong Kong – Lee Rock (Lui Lok) was a corrupt policeman nicknamed 500 million dollar Inspector, who avoided corruption charges by moving to Canada and then Hong Kong. Crippled (or Limpy) Ho was a triad called Ng Sek-ho who rivalled the 14K triad group.  It is against the backdrop of the post-1967 riots economic boom which saw Hong Kong blow up in manufacturing and financial services. This brought rich pickings in corruption which led to the formation of the ICAC – the Independent Commission Against Corruption.

  • Planable + more news

    Planable

    Planable – Planable is an interesting social preview and scheduling tool, particularly for clients in highly regulated sectors such as pharma clients. I use Buffer rather than Planable

    China

    As many stats as you could possibly want if you have a passing interest in the Chinese internet ecosystem

    Consumer behaviour

    Chinese Prefer the Sound of Silence When Getting Messages From Mom – WSJ – While users take nine seconds on average to read 100 characters, they need 22 seconds to listen to the same 100 characters, excluding pauses, says Liu Xingliang, head of research at Beijing-based analytics firm Data Center of the China Internet. (Paywall)

    Economics

    The Fundamental Surplus by Lars Ljungqvist & Thomas J. Sargent – on why unemployment is hard to fix and why Phillips curves are BS (PDF)

    Luxury

    LVMH Buys Into South Korean Eyewear Brand, Gentle Monster — The Fashion Law – media speculation suggests that it could be worth about 60 billion won ($53.17 million). Per Thakran, the investment will serve to kick-start a strategy to grow the company into a billion-dollar business over the next six to eight years, up from the nearly $200 million it does now. “I believe that across Asia there are only about six to eight brands that can achieve this level of notoriety, with a unique image, that’s differentiated among lifestyle brands,”

    Marketing

    Asian unit of Bell Pottinger separates from London parent | FT – “This has been a difficult time for everyone — especially as so many good, talented and honest people have been caught up in it,” said Mr Turvey. “But I am pleased our offices in Asia now have control of their own destiny.” (paywall)

    Nike is still the king of the sneaker industry, but even great empires can fall | Quartz – much of Nike’s problems are down to poor brand management and over exploitation of assets – just look at all the Air Jordan colour ways that pass through tier zero retailers

    Media

    Facebook is (quietly) looking for an office in Shanghai | Timeout Shanghai – Facebook already sells a substantial amount of advertising to Chinese businesses looking to advertise abroad. Air China is already a marque customer for Facebook and there is a lot of direct e-commerce going on for gadgets and fast fashion

    Online

    Russia’s Facebook Fake News Could Have Reached 70 Million Americans  – $100,000 on Facebook can go a surprisingly long way, if it’s used right. On average, Facebook ads run about $6 for 1,000 impressions. By that number, the Kremlin’s $100,000 buy would get its ads seen nearly 17 million times.
    But that average hides a lot of complexity, and the actual rate can range from $1 to $100 for 1,000 impressions on an ad with pinpoint targeting. Virality matters too. Ads that get more shares, likes, and comments are far cheaper than boring ads that nobody likes, and ads that send users to Facebook posts instead of third-party websites enjoy an additional price break

    There’s something wrong with video advertising and it’s hidden in plain site  – AdNews – too many trackers degrading ad player performance and viewability

    Seniors Realize Their Travel Dreams in This Intel Virtual Reality Project – Video – Creativity Online – it reminded me a bit of Total Recall

    Advertisers bullish over ad budget | Shanghai Daily – bullish on Chinese media market prospects

    City’s telecoms operators look to new iPhone to kick-start handset sales, in long absence of ‘hero’ model | SCMP – is the lack of a hero model an indication of category design maturity?

    Technology

    Feel old? 1990 Sony Trinitron TV now considered ‘historical material’ in Japan | SCMP – it was a thing of beauty, my current TV set still doesn’t do blacks with the same inky depth as my old Trinitron set. Trinitron is also an emblem of how low Japanese consumer electronics have fallen from its pre-Internet highpoint

    Daring Fireball: Samsung’s OLED Display Monopoly – bang goes the market

    Wireless

    Apple Beats Samsung in Smartphone Sales in China and More Importantly in Repeat Sales by a Staggering Margin – Patently Apple – the problem you’ve got is the data, it can’t be trusted

  • Qualcomms new chipset + more things

    Qualcomms new chipset allows cars to communicate with each other | SiliconAngle – Qualcomms new chipset shows an ambition that isn’t written in stone. Qualcomm has a serious partnership problem and the auto industry should consider carefully before letting them inside their supply chain. More on Qualcomm here

    Tech companies spend more on R&D than any other companies in the U.S. – Recode – not particularly surprising in a world of shareholder value, whether that money well spent is another topic

    If Unilever Can’t Make Feel-Good Capitalism Work, Who Can? – Bloomberg – good if uncritical view of Unilever

    America needs its unions more than ever – Interesting op-ed by Larry Summers. Never thought I would see this argued by him

    Google is losing allies across the political spectrum | Ars Technica – not terribly surprising

    Huawei to unveil new smartphone with AI-powered chipset ‘Kirin 970’ | South China Morning Post – interesting more for the design choices Huawei has to make. It needed something that would work with Google’s Android and the Chinese home-brew distribution. Imagine trust and cloud services influenced it. Finally networks just aren’t as ubiquitous as we’d like either

    There is only one winner when start-ups advertise on Facebook | Business | The Times & The Sunday Times – every day at Jam Jar, our angel investing fund that backs UK entrepreneurs, we sit through pitch after pitch, for every conceivable type of start-up, from dog food to posh watches, and everyone — and I do mean literally everyone — is selling their equity and raising millions and millions of pounds seemingly for one reason — to pay for ads on Facebook. It is a phenomenon so consistent across the companies we see, the money being raised is so big and the faith in the strategy so absolute, that at the end of every pitch, we are always left with the same conclusion: we should just buy shares in Facebook

    How to handle an HireVue interview with an investment bank – “There are over 15,000 traits that can be used to identify top performers,” says Clark. These include your choice of language, the breadth of your vocabulary, your eye movements, the speed of your delivery, the level of stress in your voice, your ability to retain information, your ‘valence’ (emotion), and 14,993 others. With a HireVue interview, it’s not just about running through your work history and academic achievements, or using the S.T.A.R. technique to answer questions. It’s about your delivery, and what’s going on beneath the surface.

    Three’s Smarty: Pants or Tops, Dude? – Three UK launches a low cost MVNO – how low can it go?