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ICYMI | 万一你错过了| 당신이 그것을 놓친 경우에 대비해서

Reading Time: 3 minutes

Were TikTokers and K-pop stans really behind Trump’s low rally turnout? | DazedThere’s no way to prove whether the fake bookings caused genuine Trump supporters to lose seats. Many have attributed the low turnout to Trump’s failing campaign, with Bernie Sanders tweeting: “Maybe people are catching on that he is a pathological liar and a fraud.” Others have cited the ongoing coronavirus pandemic as reducing turnout, with mass gatherings still not deemed safe (six campaign staffers later tested positive for COVID-19) – the catchy story about K-pop stans might be obscuring a more interesting story: that Trump just doesn’t have stadium filling power anymore. More Korea related stories here.

Rocky start for Land Rover’s new Defender | Financial TimesDespite being configured online 1.6m times by enthusiasts, only 11,000 customer orders have been placed for the car so far, with a further 11,000 test-drive cars ordered by dealers, according to JLR’s annual results – fascinating insight in terms of website conversion numbers for the Land Rover

Facts vs feelings in the BLM debate – UnHerd – so much to unpack here, not all of which I agree with wholeheartedly. But we need dialogue and debate more than slogans

Quite apart of the inappropriateness of defining segments by ‘generations’ some of the economic data in these presentations are quite interesting. I would challenge their assumptions about attitudes over time made in the video.

Hong Kong families prepare to flee the city, fearing a reign of terror from Beijing – The Washington PostTheir departure is so hurried that Ho has yet to assess school options for her two children. Her husband does not know what he will do in Taiwan, which lacks a financial sector comparable with Hong Kong’s. But even working at a restaurant would be acceptable. “Having my freedom of speech is worth more,” he said. – this shows pure fear in the face of evil. Its like refugees in pre-war Europe facing fascism

How Diversifying Channels Can Help Retailers and Consumer Goods Brands Survive Covid-19 | Ogilvy – could we see a diversification beyond digital focus. Market penetration is key for marketing growth

Solving online events — Benedict EvansNo-one has ever really managed to take a networking event and put it online. You certainly can’t just make a text chat channel for everyone watching the video stream and claim that’s as the same as a cocktail party. Equally, I can go up to a booth on the Qualcomm or Ericsson stand at MWC, wait my turn and then ask an engineer lots of questions, but how do we do that online? I could book a sales call, but that’s not the same at all.

Mediatel: Mediatel News: Export to surviveAccording to Ad Association, UK advertising exports hit £7.9bn in 2018, a 15% increase on the year before. They’re growing faster than other services exports and, surprisingly to me at any rate, the growth rate has accelerated since Brexit – but the Brexit restrictions haven’t kicked in yet

Group M forecasts 12.5% decline in UK ad market – I was expecting a greater decline

China is setting itself up to win cold war 2.0 | Financial TimesAt the height of the cold war in 1963, the US federal government spent more on research and development than the rest of the world’s public and private sectors combined, Mr Atkinson says. Today, it spends less on R&D as a proportion of gross domestic product than it did in 1955

Indonesia says China’s ‘nine-dash line’ puts its interests at risk | Financial Times – interesting

Instagram ‘will overtake Twitter as a news source’ – BBC News – when this happens the rationale for Twitter fades away

Behind China’s Twitter Campaign, a Murky Supporting Chorus – The New York TimesNo doubt some of these accounts are run by patriotic, tech-savvy Chinese people who get around their government’s ban on Twitter and other Western platforms. But an analysis by The New York Times found that many of the accounts behaved with a single-mindedness that could suggest a coordinated campaign of the type that nation states have carried out on Twitter in the past. Of the roughly 4,600 accounts that reposted China’s leading envoys and state-run news outlets during a recent week, many acted suspiciously, The Times found. One in six tweeted with extremely high frequency despite having few followers, as if they were being used as loudspeakers, not as sharing platforms – surprised that the bots don’t mutually follow each other as social proof

TSMC at the head of history’s tide: two high walls and one sharp knife – China AI – translated from a Chinese article

Nearly a third of all online ads in China invalid: report | Advertising | Campaign Asia31.9% of all online advertising traffic in China was invalid last year according to Miaozhen Systems. Worth RMB 28 billion. 57.5% of KOL fans are fraudulent – I thought that this could be even higher

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Things that caught my eye this week

Reading Time: < 1 minute

Sophisticated card skimming in Mexico by a Romanian criminal gang was first highlighted by Brian Krebs. This documentary was produced by the Organised Crime and Corruption Reporting Project and features Brian Krebs. It is amazing how audacious this sophisticated card skimming scheme was.

Sophisticated card skimming in Mexico with Romanian criminal gang.

Adam and Eve DDB’s Les Binet on COVID-19 and recommendations on marketing. Much of it is more common sense and nuanced consideration than simple rules by other people. The key outtakes here compared to some of the stuff that I have seen coming out of Ogilvy Asia is the differentiation between supply-side driven recession and demand-side driven recession.

Elders Corner is a documentary that focuses on the political context that Afrobeat exists and had been played in. It tells the stories of Nigeria’s musicians who pioneered the Afrobeat sound and the role of their music in society during a time of tremendous political upheaval.

Asian brands really seem to have taken to Animal Crossing, with a Hong Kong eatery hiring a marketer to build their Animal Crossing presence. The Global Pride festival seems to be no exception to brands and culture going into Animal Crossing. The creator tools allows creative expression that works really well for Pride month celebrations.

In the same week that Boston Dynamics released their ‘Spot’ robot, a Thai shopping mall are doing an interesting exercise in human computer interaction featured in the Singapore media Robot dog hounds Thai shoppers to keep hands virus-free – TODAYonline. I’d love to know if they managed to gather effectiveness data around this initiative. The only thing that surprised me about this was that it was a Thai shopping mall, rather than one in Singapore.

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ICYMI | 万一你错过了| 당신이 그것을 놓친 경우에 대비해서

Reading Time: 6 minutes

‘Chinese diplomatic failure’ as Australia’s dovish voices fall silent – Inkstone – it will be interesting to see if this Chinese diplomatic failure forces the Chinese government to alter its approach

China’s Trillion-Dollar Campaign Fuels a Tech Race With the U.S. – WSJto develop next-generation technologies as it seeks to catapult the communist nation ahead of the U.S. in critical areas. Since the start of the year, municipal governments in Beijing, Shanghai and more than a dozen other localities have pledged 6.61 trillion yuan ($935 billion) to the cause, according to a Wall Street Journal tally. Chinese companies, urged on by authorities, are also putting up money.

The mystery document holding up China’s sale of Anbang hotels | Financial Times – this reads like a Robert Ludlum novel. More China related content here.

Coronavirus: ad shift from TV to digital will speed up says Goldman – move away from brand building to activation

China Millionaire Livestreamer Viya Shows Online Shopping Future“E-commerce livestreaming,” as it’s lovingly called by analysts, will already feel familiar to many in America and elsewhere; the latest stage in an evolution from infomercial pioneer Ron “But wait, there’s more” Popeil, the Home Shopping Network, Oprah’s Book Club, and Kim Kardashian. Amazon’s been experimenting with the concept for more than a year, most recently teaming up with “Project Runway” stars Heidi Klum and Tim Gunn for a spin-off and retail tie-in that will make the show’s winning designs immediately available to buy. Facebook has been trying to get users to shop on its platform for years; in May, it announced a partnership with Shopify to help integrate buying there and on Instagram

‘Don’t waste the crisis’: EU business group presses China to open markets | South China Morning Post – European chamber’s annual survey finds companies grappling with a more politicised, state-dominated environment. Forced technology transfers also a big concern for foreign players in the country

UK businesses in China say opening measures have little impact | Financial Times – it will be interesting how much of a car crash it will be with Chinese retaliatory measures

Daring Fireball: Zoom, Still Shitting the Bed – headline nails it

Memorandum on Protecting United States Investors from Significant Risks from Chinese Companies | The White House – this has been a long time coming

AUS antitrust probes zeroing in on Google Search, rival says – CNET – questions focused on ways of requiring Google to provide alternatives to its search engine on Android and in its Chrome web browser, Weinberg told Bloomberg

A Come Back Story or a Mirage – Story of China’s Street Vendors | LinkedIn – my bro Calvin on the rise of small businesses in China

Sequoia Capital China’s Neil Shen and Softbank Vision Fund partner quit board roles at Qihoo 360 | South China Morning Post – probably something to do with Qihoo 360 being sanctioned by the US representing a wider Chinese diplomatic failure

Briefing with Senior State Department Officials on Limiting the CCP’s Ability to Steal U.S. Technologies and Intellectual Property – United States Department of State – interesting read

Nomura/Hong Kong: beyond our Ken | Financial Times – interesting how Hong Kong’s national security law could encompass a brokers ‘sell’ note on Chinese equities. This is likely to be another Chinese diplomatic failure

Huawei – Nowhere to run pt. XVI. – Radio Free Mobile – rather assumes China won’t use grey market techniques to get parts for Huawei

Huawei builds up 2-year reserve of ‘most important’ US chips – Nikkei Asian Review – not terribly surprising. I also suspect that its set up a web of front companies to buy on the grey market as well

Beijing Threatens Hong Kong’s Companies and Workers – The New York TimesChina and its allies are using threats and pressure to get business to back Beijing’s increasingly hard-line stance toward Hong Kong, leading companies to muzzle or intimidate workers who speak out in protest.Leung Chun-ying, Hong Kong’s former top leader, on Friday called for a boycott of HSBC, the London bank, because it had not publicly backed Beijing’s push to enact a new national security law covering the territory

Hong Kong Filmmakers Discuss the Dire State of the HK Film Industry | JayneStars.com – this breaks my heart, having grown up on Hong Kong cinema

HKU Legal Scholarship Blog: Johannes Chan Comments on the National Security Law (RTHK English News)what constitutes ‘national security’ has never been defined. “In China they never really define what exactly is ‘national security’. So the law could change according to political expediency or political necessity,” he said. “We don’t know if it will be more clearly defined in the coming law but in accordance with their tradition and the current scope, it could be exceedingly wide,” Chan said, adding it is naive to think the law will only apply to only a small group of people. The legal scholar also said he doubts if the central government will accept unfavourable rulings by Hong Kong courts linked to the new security law

Presentation Design by 24Slides | 24Slides – interesting side service by Sheraton Hotels

GOOPiMADE – really cool Taiwanese streetwear brand

The Quietus | Missing The Jackpot: William Gibson’s Slow-Cooked Apocalypse“One thing I was curious about with Dominic Cummings,” Gibson continues, “is I wondered if he had noticed that Bigend’s mother was a Situationist – or someone who hung with the Situationists –and I wondered if he knew who they were and what their schtick was, because I somehow doubt he’d get that.” But I guess he sees himself as some sort of disruptor, shaking things up – albeit perhaps in more of a Silicon Valley kind of way, than in a Situationist vein. “But disruption is not hot anymore!” Gibson exclaims. “That’s an old meme.”

Legendary fashion bibles STREET and FRUiTS are finally online | Dazed Digital – huge online asset

How Did I Not Hate the new Ghost in the Shell SAC_2045 CGI Anime? – J-List Blogone observation J-List’s anime figure buyer made is that Netflix-funded anime rarely result in figures or other products for J-List or other anime shops to sell, and in general don’t have a “long tail” that allows anime fans to enjoy the work over many years, compared with more organically-created anime series. Sometimes this “Netflix short tail” problem is caused by the business model of streaming, which prefers to dump a whole series online at once so fans can binge it and get more addicted to the platform. One such anime was Relife, about a company that lets people return to high school and re-live a year of their lives over again, which totally failed to make a splash because it came out all at once on Netflix, rather than one episode per week

The Wizards of Buzz – WSJ OnlineThe next time you visit a buzzy Web site, see a funny video clip online or read an unusual take on the news, chances are you owe it to someone like Mr. Worthington. A new generation of hidden influencers is taking root online, fueled by a growing love affair among Web sites with letting users vote on their favorite submissions. These sites are the next wave in the social-networking craze — popularized by MySpace and Facebook. Digg is one of the most prominent of these sites, which are variously labeled social bookmarking or social news. Others include Reddit.com (recently purchased by Condé Nast), Del.icio.us (bought by Yahoo), Newsvine.com and StumbleUpon.com. Netscape relaunched last June with a similar format. The opinions of these key users have implications for advertisers shelling out money for Internet ads, trend watchers trying to understand what’s cool among young people, and companies whose products or services get plucked for notice. It’s even sparking a new form of payola, as marketers try to buy votes – from back when influencers weren’t such a malign dystopian concept of shallowness

The Infinite Heartbreak of Loving Hong Kong | The Nation – The same brutal policing tactics and authoritarian legal frameworks developed by the British to suppress leftist dissent are being recycled by Chinese authorities against pro-democracy Hong Kongers. The CCP constantly casts itself as the answer to Western imperialism. But Chinese state media now argues Hong Kong’s new national security law would improve upon the “frail” British security framework—in other words, that it wants to bolster, not dismantle, the colonial machinery of repression – interesting diacotomy in narrative. All of this compounds Chinese diplomatic failure in Australia and other western countries

Cross-Country Trends in Affective Polarization – TL;DR – no clear correlation between political polarisation and social networks

WARC | Global Ad Trends: COVID-19 & Ad Investment – advertising investment is set to fall 8.1% – $49.6bn – worldwide this year. This year’s downturn will be softer than in 2009, when the ad market fell by 12.7% ($60.5bn). Traditional media will fare far worse than online. Almost all product sectors will record a decline this year, with the most severe falls seen among travel & tourism (-31.2%), leisure & entertainment (-28.7%), financial services (-18.2%) and retail (-15.2%).