Ged Carroll

Category: fmcg | 雜貨業務 | 소비재 | 食料品事業

FMCG or fast moving consumer goods sprang out of the mass industrialisation. Brands sprang up originally as a guarantee of quality. Later on as these brands needed to be promoted, we saw the foundation of the what we think of as modern marketing and advertising.

Today media and entertainment takes up an increasing amount of the household spend, as does housing, but FMCGs are a crucial part of their essential and disposable income spend.

They have nostalgia wrapped up in them, distinctive aromas, taste and packaging designs. From the smell of my Granny using so much Pledge on the TV that I was surprised it didn’t burst into flame to the taste of Cidona and texture of Boland’s Fig Roll biscuits in my mouth.

The sound of their advertising jingles was the soundtrack of my childhood. Digital advertising is largely rationale, it lacks the fluent devices that provide the centre to advertising and made FMCG advertising iconic. Fluent devices like the Peperami ‘Animal’, the M&M characters or the Cadbury Smash robots were embedded in deep marketing research. FMCG brands still sponsor the best research in marketing science.

I had the good fortune to work inhouse at Unilever and agency-side for their brands. I also managed to work on Coca-Cola and Colgate during my time in Hong Kong.

  • Adult male virginity + more news

    Adult male virginity

    Adult male virginity soars | Boing Boing – There are far more merciless forces in play, not least dating and hookup success being forced onto the same algorithmic curve as everything else on social media; the increasingly hypnotic impulse to live lives online; and the generally hopeless economic circumstances of young people who are getting very little out of life, but haven’t yet decided to burn it all down – interesting disparity between men and women in the data. I think the reasons behind adult male virginity soaring are multi-causal. I can see how adult male virginity trends will be be endlessly kicked around by a football to suit one viewpoint or another

    China

    How much will China grow as an export market? | Hinrich Foundation – Policy makers are currently in a conundrum over how best to engage economically with China. Underlying much of the debate is the assumption that China is a huge and rapidly growing market. While that has historically been true, the falling import intensity of China’s economic growth suggests a more limited market than foreign exporters assume

    A number of Hong Kong oligarchs brought up in mainland China, initially made their money on smuggling materials into China. This was back when the country was closed off. This included luxury goods, oil, truck tyres, machine parts or antibiotics. For instance, casino magnate Stanley Ho made his first fortune during world war II and the aftermath smuggling luxury goods from Macau into China. So it didn’t surprise me to see Fujianese Chinese connections involved in smuggling crude oil into North Korea.

    New York Times YouTube channel

    The New York Times Visual Investigations team used a mixture of old school investigative journalism and open source intelligence techniques championed by Bellingcat to blow open the story.

    What The West Misses About China – Persuasion – the move from soft to hard authoritarianism and how consumerism compensates for it

    Consumer behaviour

    The Complex Legacy of China’s Cinematic Pirates 

    Economics

    A Brief History of Semiconductors: How The US Cut Costs and Lost the Leading Edge | by Employ America | Mar, 2021 | Medium – As the industry matured and the competitive environment changed, the policy framework shifted as well. Since the 1970s, industrial policy has been incrementally replaced by a capital-light “science policy” strategy, while mammoth “champion firms” and asset-light innovators have replaced a robust ecosystem of small and large production-focused firms. While this strategy was initially successful, it has created a fragile system. Today, the industry is constrained on one side by fragile supply chains narrowly tailored to the needs of a few firms with enormous investment moats, and on the other side by the many asset-light design firms who are unable to generate or capture process improvements – this going into reversal is going to offer a bonanza for semiconductor manufacturing equipment vendors

    FMCG

    George Weston to sell Weston Foods » strategy – reorientation of the business towards retail and pharmacies

    Hong Kong

    Hong Kong Cantopop singer Eason Chan cuts ties with Adidas after brands reject forced labour – probably one of the odder celebrity backlashes against western companies not wanting to use forced labour in its supply chains. Chan is a Cantopop singer, he has low to no exposure to the mainland. His fan base is in Hong Kong and amongst the Hong Kong diaspora. On balance, give the age profile most of his fans will be ‘yellow’ in terms of their viewpoint. He is doing himself no favours by putting his head over the parapet. His fan base will shrink because of his hyper ‘blue’ alignment. I wonder what brought about his performative outrage. It carried more weight than Hong Kong politician promising not to wear another Burberry scarf until the brand backtracked on using Uighur picked cotton.

    Luxury

    Luxury groups warn £1bn in investment at risk from VAT relief cut | Financial Times – I know not a lot of people will be shedding tears and a lot of the tourists would be more interested in a Schengen area visa allowing freer travel. This might be less of a story than the industry makes it out to be because of Brexit.

    Luxury Brands Are Moving Into Online Stealth Mode. But How Can They Measure Success? – At the beginning of this year, Italian fashion house Bottega Veneta signed off its social media accounts not with a bang, but with silence. The move, which was followed by the removal of its content on its Weibo account, was praised by many and marked a decided shift in the wider luxury market between brands that choose to be more inclusive in mindset, and those that are taking a more exclusive approach with their customers – I was surprised when many luxury brands went on to social media in the first place. On the flipside it makes complete sense for premium streetwear brands like Moncler.

    TikTok For Business – Moncler using TikTok for brand awareness

    Marketing

    What do consumers actually think of ads? – GWI 

    Media

    Apologist op-ed for disgusting racist tweets by African American editor against Asian Americans – Teen Vogue Editor’s Tweets Aren’t the Whole Story | The New Republic 

    Retailing

    H&M boycott in China intensifies over Xinjiang supply issue | Marketing | Campaign Asia – The statement surfaced on social media yesterday and sparked an online storm of opinions. Comments on Weibo included “get out of Chinese market”, “the company’s clothes sucks, and I will no longer buy”, and “I heard that you are boycotting Chinese cotton, then I will boycott your products”. Chinese actor Huang Xuan has also terminated his relationship with the brand, according to reports. On his Weibo account, he posted a statement that said he was “firmly opposed to any attempt to discredit the country”. Those calling for a boycott claim that international sanctions against China are unjustified and based on “biased reports in foreign media and from international human rights campaigners”. – its a day with a ‘y’ in it, which means that China will be waging war by other means. The most recent high profile example would be the way Lotte was run out of China. The sooner the west start boycotting the Chinese market and supply chain the better. More at the FT – H&M and Nike face China backlash over Xinjiang stance | Financial Times 

    Technology

    Molson-Coors Discloses Cybersecurity Incident that Affected Production in 8-K Filing | Data Privacy + Cybersecurity Insider – Molson Coors Beverage Company (the “Company”) announced that it experienced a systems outage that was caused by a cybersecurity incident. The Company has engaged leading forensic information technology firms and legal counsel to assist the Company’s investigation into the incident and the Company is working around the clock to get its systems back up as quickly as possible.

    Inside the NSA’s War on Internet Security – DER SPIEGEL 

    Hacking Weapons Systems – Schneier on Security – there is no reason to believe that software in weapons systems is any more vulnerability free than any other software. I was reminded of ‘Windows for Warships‘.

    Alba Party supporters’ details hacked from website – STV News 

  • HSBC bank + more things

    HSBC bank

    China and the UK test HSBC Bank divided loyalties in Hong Kong — Quartz  – If HSBC Bank were to spin off its China operations, it wouldn’t be the first bank to reconfigure its ties due to a changed political situation. In the 1980s, the British banks Barclays and Standard Chartered pulled out of direct operations in South Africa amid global pressure against the apartheid regime. The bank’s actions “highlighted…the fact that financial institutions were not unassailable when faced with public pressure on ethical issues. HSBC Bank is betting that the screwing China will give it is still better than the west, more from the FT here: HSBC Bank shifts ‘heart of business’ to Asia in latest strategy revamp | Financial Times 

    Huawei’s CFO Meng Wanzhou takes HSBC to court in Hong Kong to seek access to bank’s internal papers – HSBC might not want this one to go to court. Possible clash with Chinese law on imposing unjust penalties. But if it goes ahead HSBC faces western sanctions. More related content here.

    China

    Book Review: Rural Youth Key to China’s Human Capital Crisis – Caixin Global – Rural China is so systematically neglected that it has become nearly invisible not only to most outside observers but even to urban elites within China. But this “invisible” part of China will determine its economic future. Instead of sitting in an ivory tower advising Chinese officials what to do, the authors and their team at Stanford University’s Rural Education Action Program (REAP) have been helping China’s rural youth on the ground in practical and realistic ways

    Exclusive: Scientists at top British universities worked with Chinese nuclear weapons researchers – Scientists at Britain’s leading universities – including Cambridge, Edinburgh and Manchester – have worked on a string of projects with researchers at China’s nuclear weapons research institution – it doesn’t necessarily mean that they were helping the Chinese build a new generation of warheads but its not a good look

    Consumer behaviour

    Cultural Differences May Affect The Outcome Of A Pandemic: New Research : Goats and Soda : NPR – Tight cultures tend to have had a lot of threat in their histories from Mother Nature, like disasters, famine and pathogen outbreaks, and non-natural threats such as invasions on their territory. And the idea is when you have a lot of collective threat you need strict rules. They help people coordinate and predict each other’s behavior. So, in a sense, you can think about it from an evolutionary perspective that following rules helps us to survive chaos and crisis

    Notice, Shift, and Rewire: Starting the Journey to Dismantle White Supremacy | by Anna Madill | Feb, 2021 | B The Change – interesting read. What struck me is how much this goes against efficiency and effectiveness in terms of everything one would have been taught in business management, to focus on what I’d call internal quality. It is predicated on a sufficiently slow rate of environmental change / client demands in order to allow this to happen. It is an ideal work environment (and I don’t mean that in the terms that they define it) but in a more general sense. It goes against the grain of the observations of James Gleick in his work Faster

    Culture

    How we made Theme from S-Express | Pop and rock | The Guardian 

    Design

    The US Air Force Quietly Admits the F-35 Is a Failure – ExtremeTech – its unreliable and doesn’t meet their expectations

    French law forces Apple to display repair scores alongside its products – not the same as the right to repair. Presumably if other countries in the EU followed this, it would force changes in the design process, though I am less convinced with Apple

    Energy

    Interesting how there is a groundswell of activity against the energy dead-end of reliance on Li ion batteries. Porsche Says Its Synthetic Fuel Could Make Gas-Powered Engines as Clean as EVs | Robb Report 

    FMCG

    Celebrating Lunar New Year: Filling Up on Food, Family and Content – Nielsen – really useful stats in here

    Hong Kong

    Hong Kong citizens are being thrown in jail because of old British law | Business Insider – how British colonial law is being used against Hong Kongers by their government

    Luxury

    Rihanna and LVMH shut down Fenty Fashion House – CNN Style – not terribly surprising, a lot was being asked of the label

    Why L Catterton and Financière Agache snapped up Birkenstock | Vogue Business 

    Franck Muller’s Newest Watch Doubles as a Bitcoin Wallet, and You’ll Need Cryptocurrency to Buy It – for the tech bro that has everything

    Famous for Partying, Alexander Wang Could Become Infamous | New York magazine – fashion has a me too moment

    Security

    Finnish IT Giant Hit with Ransomware Cyberattack | Threatpost 

    Checkout Skimmers Powered by Chip Cards — Krebs on Security – the ingenuity that goes into these designs is impressive.

    Technology

    Connected Cars: Show Me The Money | EE Times – I am surprised that ad tech doesn’t feature this as data that they pull in

    Deepfake videos of Tom Cruise show the technology’s threat to society is very real | Input Magazine – perfect excuse for every political sex tape that drops in the future

    GitHub – igorbrigadir/twitter-advanced-search: Advanced Search for Twitter. – grokking Twitter

    Signal Stickers – some of these clearly violate IP

    Telehealth could be great in the post-pandemic world. 

    The Right Instagram Hashtags for Any Topic with One Click – Fanbase Karma blog 

  • BMW brand crisis + more things

    BMW brand and business crisis

    I haven’t driven a BMW in well over 20 years, so Doug DeMuro’ update on the BMW brand was fascinating.

    BMW brand twitter account OK boomer
    BMW Twitter account

    The BMW brand issue hadn’t been on my radar until Doug DeMuro talked about it. A number of things seem to be happening with BMW.

    The company’s customer base is predominantly gen-x and baby boomers; because their cars are expensive. For decade these people have been told that the BMW brand represents the ultimate driving machine.

    An important part of the visual BMW brand: the design language that it is implementing on is problematic. In particular the ugly ‘beaver teeth grill. This is ironic given that an electric car doesn’t need a grill for its engine.

    It didn’t help things that from a certain angle the rear of the BMW iX has a resemblance to the Nissan Juke.

    Nissan Juke 1.6 Advance 2017
    Nissan Juke 1.6 Advance 2017 by RLGNZLZ

    It has at least an internal perception that it has lost its BMW brand mojo as there is a slow steady move away from the internal combustion engine.

    If you look at other YouTube automotive channels, BMW seems to be having reliability issues with its current cars and the repairs are expensive to do. Back in the early 1970s the BMW brand was tarnished with negative perceptions about the cars being rust buckets and the company managed to lick that. The current engineering problems sound more complex.

    All of this makes the BMW brand sound more difficult to fix than being on the socials and being up to date with their yoofspeak.

    China

    Sharp Power and Democratic Resilience Series | China’s Global Media Footprint – interesting report by the National Endowment for Democracy, especially given how UK regulator Ofcom revoked the TV licence for CGTN – Ofcom revokes CGTN’s licence to broadcast in the UK – Ofcom 

    Huawei official speaks out after “Uighur alarm” report – The Washington Post – Huawei’s Denmark country manager resigns and then briefs against the company on its AI system that identifies Uighurs

    China’s Luckin Coffee files for bankruptcy in US | Financial Times 

    Canada concerned as Hong Kong starts to force dual citizens to choose status – The Globe and Mail – individuals who declare themselves Canadian could now lose their residency rights to live in Hong Kong.“It’s the beginning of the end for people in Hong Kong with Canadian status,” said Vancouver immigration lawyer Richard Kurland. The policy on dual citizenship stems from a 1980 law in mainland China that was then applied to Hong Kong when the United Kingdom handed over the city to Beijing in 1997. “The law was on the books for years but it wasn’t always enforced,” Mr. Kurland said. – interesting move

    The Longer Telegram: Toward a new American China strategy – Atlantic Council – single most important challenge facing the United States and the democratic world in the twenty-first century is the rise of an increasingly authoritarian and aggressive China under Xi Jinping. China has long had an integrated, operational strategy for dealing with the United States. The United States has so far had no such strategy with regard to China. This is a dereliction of national responsibility – interesting read. Right on with its diagnostics, but off base with its proposed solution. The west thought that Xi was a moderate when he came into power. He has extended his loyalists in every aspect of the party. The Jiang Zemin faction of the party, which would be an alternative aren’t liberal; they used the army to put down student protests in 1989.

    Hong Kong to impose ‘national security’ schools curriculum | Financial Times – interesting that it impacts expat kids as well. A powerful message that China is prepared to burn Hong Kong to the ground to get alignment

    Taiwan

    China and the Fate of Taiwan | Yale University Press Blog 

    National security law prompts record number of Hongkongers to move to Taiwan: report ｜ Apple Daily – numbers over double from 2019 to 2020

    Media, brand and marketing

    Commission chief tells charities not to be ‘captured’ for politics | Charities | The Guardian – Charities that support politically or culturally contentious causes should expect their charitable status to come under regulatory scrutiny even if they are acting within the law, according to the outgoing chair of the Charity Commission. The Tory peer Tina Stowell, who is stepping down after three years in the post, warned charities against being “captured” by unnamed people who wish to push a partial view of the world and use charity platforms to wage war on “political enemies”. – this is going to be interesting

    Looking downstream – Tortoise – as a long time netizen I am less certain that regulating platforms for content will work and worry about the precedent it would set for authoritarian regimes. Should OTT platforms such as Netflix, Disney+ or Amazon Prime carry news? Here my first question is how do you define news? Should they do real time news reporting, probably not even if they could. Should they do current affairs analysis – they already do if you look at the kind of documentaries that they have. I think that there should be real questions about those documentaries in terms of quality and bias? While we’re on about documentary making, surely the BBC could be doing more work with Adam Curtis or Bellingcat and have those people training the documentary film makers of tomorrow

    Higher Brothers’ Masiwei to Perform Live on McDonald’s App | Radii China – this is a really smart move by McDonald’s China to drive downloads and reward customers

    Liu Yifei Announced as Face of Louis Vuitton China | Radii China – LVMH betting on woke western liberals not being their customer base and choosing polarising star. It also shows how far Fan Bingbing’s star has fallen since her tax troubles. Crystal Liu was the protagonist in the car crash live action version of Mulan. She’s also not as beautiful as Fan Bingbing

    Bagging bargains: the unexpected rise of the discount megastore | Financial Times – not terribly surprising when one thinks about how recessions increased the market share of discount food retailers like Lidl, Aldi & Netto

    How did rich millennials become the voice of generation rent? | Young people | The Guardian – what’s missing from this is the sense of being precarious with freelancing and contract work in middle class professions now. This also seemed related: Why do so many professional, middle-class Brits insist they’re working class? | Class issues | The Guardian 

    GroupM, Unilever launch tool to measure ethics of data decision-making | Ad Age – is GroupM (or any media agency) the right partner from a credibility point-of-view?

    Technology

    How Europe Became a Model for the 21st Century – DER SPIEGEL – Despite its long list of crises in recent years – including the most recent vaccine snafu – the European Union has become a global pacesetter. Its laws and regulations have established global norms. This has made the bloc a 21st century model. – I agree with the direction of this article, even if some of the examples could be debated

    Meet the Chinese-Made Social Voice Chat App That Came Before Clubhouse- PingWest – Dizhua 递爪 (literally translated as sticking out one’s paws, a meme-phrase for raising hands) went live, offering the same kind of voice-based experience that connects people, nearly a year ahead of Clubhouse.

    Silicon Valley’s iron grip on venture capital is slipping — Quartz – the shift to smaller tech hubs that’s been going on for years is set to move even faster, according to Stanford. “The pandemic has thrust the VC ecosystem into new territory where Zoom meetings and alternative deal sourcing methods reign supreme,” he wrote in an analyst note. “This shift has, at least somewhat, leveled the playing field for investor attention…Over Zoom, it doesn’t matter if the company is in the same building, city, state, or country.” – no credit given for the dissipation technology start-ups to places like Singapore and Shenzhen. For instance, social darling Clubhouse is based on Chinese voice technology. But there’s also a bigger issue about the decline in hard innovation which is easier to do in a tight cluster. Since its no longer happening, the cluster makes less sense. More on innovation here.

    Information security

    Clearview AI’s Facial Recognition App Called Illegal in Canada – The New York Times 

    McKinsey fires investment bank researchers after policy breaches 

    Bases for Trust in a Supply Chain – Lawfare – With a supply chain attack, there is a potentially long delay between the introduction of a vulnerability and its exploitation. In addition, infiltrating a supplier generally requires a well-resourced adversary and interaction with that supplier. So compared to the alternatives, preparations for a supply chain attack take longer and have a higher risk of discovery. The risks of discovery can be reduced, however, if inserted vulnerabilities resemble ordinary flaws and, thus, the malicious intent is disguised. The digital systems on which individuals and nations increasingly depend are large and complex, so today they are likely to be rife with vulnerabilities. Many of those vulnerabilities will be known, some unpatched, and others easily discovered by analysis. In short, such systems are easy to compromise.

    Russian hack brings changes, uncertainty to US court system – new rules for filing sensitive documents are one of the clearest ways the hack has affected the court system. But the full impact remains unknown. Hackers probably gained access to the vast trove of confidential information hidden in sealed documents, including trade secrets, espionage targets, whistleblower reports and arrest warrants. It could take years to learn what information was obtained and what hackers are doing with it – you can’t hack paper

    Suspected Russian Hack Extends Far Beyond SolarWinds Software, Investigators Say – WSJ 

  • Fractured tech lobby + more things

    The fractured tech lobby’s uphill battles – Axios – The fractured tech lobby is a sign of too many firms working at cross purposes. – The Internet Association was founded almost a decade ago to be Silicon Valley’s voice in Washington. But now its biggest members — companies like Facebook, Google and Amazon — increasingly bump heads as they each seek to channel policymakers’ fury away from themselves, and they can have wildly different goals from smaller members. Facebook, for instance, has signaled that it’s open to new federal laws introducing privacy regulations and modest updates to Section 230, tech’s liability shield. Smaller companies worry giants could handle the burden of complying while they’d struggle to survive. – The fractured tech lobby is going to offer a bounty for law firms and K Street lobbyists. It will also open up investigations around the world from the EU to Seoul, Korea. China won’t be involved since it blocks most of the key members of the Internet Association – the fractured tech lobby in question.

    The Kremlin’s Anti-Western (and Remarkably Successful) Middle East Media Project | Interpreter magazine – Dr. Naila Hamdy, an associate professor of journalism and mass communication at the American University in Cairo, noted how “RT may have filled up that gap” left in Egypt and the wider region following the Arab Spring, when an increasing number of viewers began to see Al-Jazeera as closely affiliated with the Muslim Brotherhood and other Islamist parties. This increasing regional polarization erupted in the summer of 2017 with the Saudi-led embargo of Qatar, with Saudi and its Gulf Cooperation Council (GCC) partners demanding the closure of Al Jazeera as punishment for Qatar’s alleged support for the Brotherhood, as well as Iran and its regional Shiite proxies

    The Radicalization of Kevin Greeson — ProPublica – interesting article and an under-covered subject. The flpside of this article is how the Democrats have lost their base in these communities and it reminds me a lot of how Labour lost its base outside the major cities in that respect. They no longer represent working people, but are instead considered to be playing identity politics, the economics of new-liberalism is largely universal

    China’s rich spent US$54 billion at home on luxury goods last year with coronavirus halting overseas trips | South China Morning Post 

    From Dialect to Grapholect: Written Cantonese from a folkloristic Viewpoint by Chin Wan-kan Hong Kong Policy Research Institute Ltd. – fascinating white paper on Cantonese culture and language. What becomes apparent is that Beijing’s adoption of Mandarin demonstrates its inability to decolonise its culture, by taking the language of the Manchu people who conquered the Han people and others. (PDF) More China related content here.

    Sony takes wraps off secret Unreal Engine project, unveils new subsidiary: Sony Immersive Music Studios – Music Business Worldwide 

    Unilever workers will never return to desks full-time, says boss | Working from home | The Guardian – to be honest with you, this was the way Unilever operated with its hot desking policies way before COVID-19. Global headquarters 100VE had way less seats, phones, desk space and meeting rooms than were needed

    Xi encourages Starbucks to help promote China-U.S. ties – Xinhua | English.news.cn – one has to ask where is the line that executives from businesses like Starbucks and Goldman Sachs cross to be viewed as foreign agents in the US due to their relationship with the Chinese government

    Sheryl Sandberg downplayed Facebook’s blame for Capitol riot, but evidence points to role – The Washington Post – Fliers and hashtags promoting the pro-Trump rally circulated on Facebook and Instagram in the days and weeks beforehand

    Ad Aged: Standing up for truth. (Haha.) – For a society or an industry to function it needs to have a set of common facts. It’s really that simple. If you hear an assertion, ask for evidence. Whether or not you agree with it. If you make an assertion, be prepared to back it up with a piece of paper.

    WhatsApp fights back as users flee to Signal and Telegram | Financial Times – The encrypted messaging app, which has more than 2bn users globally, and several of its senior executives spent Tuesday trying to clarify forthcoming privacy policy changes covering the data that can be shared between WhatsApp and its parent now that it is deepening its push into ecommerce. Signal was downloaded 8.8m times worldwide in the week after the WhatsApp changes were first announced on January 4, versus 246,000 times the week before, according to data from Sensor Tower. The app also got a boost when Elon Musk, the chief executive of Tesla, tweeted “Use Signal” on January 7.  By contrast, WhatsApp recorded 9.7m downloads in the week after the announcement, compared with 11.3m before, a 14 per cent decrease

    Detained US lawyer urges Hong Kong to look to Ireland for inspiration | Financial Times – Look at Irish history . . . They were completely hopeless for so long, but eventually they got part of Ireland — they got a republic,” Mr Clancey told the Financial Times. “In a difficult situation we shouldn’t just give up and have no hope for the future.” Mr Clancey was still asleep when police arrived to detain him last Wednesday. After his arrest, police escorted Mr Clancey, a Hong Kong permanent resident, to his office to conduct a search. His firm, headed by veteran lawyer Albert Ho, is known for representing anti-government activists. His arrest has stirred fears authorities will target lawyers in Hong Kong who represent opposition figures in political cases — a tactic common in mainland China

    Chinese freight platform to raise more cash on huge investor demand | Financial Times – investor frenzy bidding seven times the amount that Didi Chuxing was looking for when doing a capital round for its freight business

  • Traditional Chinese clothes & things that caught my eye this week

    Making traditional Chinese clothes cool has been something attempted by multiple groups over the years. Shanghai Tang was founded by the former businessman, restauranteur and columnist Sir David Tang. More recently, there have been Han nationalists or fantasists that wanted to roll back the clock to before the Qing dynasty.

    Shanghai Tang S/S 2007 ‘look book’ film
    South China Morning Post on the Hanfu movement. Trumpism with Chinese characteristics?

    This effort by a couple of Hong Kong based fashion designers is one of the more interesting efforts that I’ve seen making traditional Chinese clothes cool. They definitely have a Hong Kong aesthetic in their approach and the Hanfu movement members would complain about the Manchu elements. but I think they do make traditional Chinese clothes cool.

    In China, you’ve had cities that became well known for their role in the global supply chain. Shenzhen became the electronics capital, Dongguan was the centre of shoe manufacturing and the eastern city of Yiwu focused on Christmas decorations. This all became more complex over time. Shenzhen still has factories and corporate headquarters for technology companies. But its also now the second largest stock market in China.

    An old television factory complex has been redeveloped into a creative, startup and retail space called OCT-LOFT. The best analogue I can think for it is the Tea Building on Shoreditch High Street or the Truman Brewery at the back of Spitalfields.

    Dongguan saw much of its shoe and clothing production move inland to poorer provinces, or abroad to countries like Vietnam and Bangladesh. Former factory sites were redeveloped, Huawei moved much of their workforce out of Shenzhen to a campus in Dongguan.

    Yiwu still focuses on Christmas decorations (and Chinese new year decorations). Much of the work is done a piecemeal basis rather than in sophisticated automated factory lines. (This concentration of light industry also explains why China managed to close down the city to handle this winter’s power outages, since you can’t do that with heavy industry safely.) This documentary trailer by a Serbian film maker gives you a feel for the city.

    There is is so much in the film, the aspirations of young people and what work that they are prepared to do. The Chinese version of the American dream and the demographic time bomb of an ageing population.

    I read a number of China related email newsletters, the latest one that I started reading is the Trivium China Tip Sheet. I’ve been reading it for a few weeks now and can recommend it. You can sign up to it here.

    Recent work by 72&Sunny Amsterdam for Coca-Cola.

    72&Sunny Amsterdam for Coca-Cola

    There was a consensus that restarting advertising after media spend was pulled at the onset of COVID-19 was a pivotal moment for the brand. Coca-Cola had put in place a three months of advertising pause and on the back of a social media embargo. The idea was that the brand’s voice should shine through – the message in culture, not the can. We decided to double down on Coke’s core value of optimism, which as been at the centre of Coke brand advertising for a long, long time: hilltop, the Christmas ads, joy machine activations etc.

    At the time when Coca-Cola pulled their advertising there were (rightly) serious questions about the wisdom of the move. There is a large swathe of data to show that advertisers who spend through a recession come out with enhanced market share. The problem faced by marketers is what to say in the adverts beyond the brand. Also what happens if you promote a product and customers can’t buy it due to shortages (like 3M masks or Charmin toilet roll)? I understand the calculus that drove some of Coke’s decision making at the time. Given Coke’s move; when they came back, they HAD to get it right.

    Clever digital out of home media buy by a Chinese property developer. The video is designed to make use of the digital screen that comes in from the left of the screen, goes around the corner of the building and above the second retail unit. The creative uses the buildings design and illusions of perspective to provide the immersive experience.

    The illusion works best when going across the cross walk in front of the camera, so the design incorporated a lot of thinking not only about the amount of footfall, but likely direction of footfall in front of the advertisement.

    I discovered it on LinkedIn, but would guess that it has been shared by multiple people across several platforms.