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Get on-the-ground 'color' in China beyond the earnings calls and market reports.

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Substack
PricingFreemiumPublishesWeekly
Issues206Founded5 years agoLast Issue12 days ago
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Latest Issues

Reflections of my five years on Substack | Following the Yuan

Hi everyone, in this piece, I’d like to share my reflections on the reader survey that some of you completed three months ago, and more broadly, on my trial and error for Following the Yuan over the last five years.

Here are three key fin...

12 days ago
36
4

#79: Tiffany & Co. apologies over missing mooncakes, The Kardashians manifest their power in China, Tastien tests solo pizza brand | Following the Yuan

Brands mentioned in this issue: Legoland, Tiffany & Co., Starbucks, SKIMS, Nike, NikeSKIMS, IN&OUT, Dicos, Tastien, DL Supermarket, INMO, Alo, Trip.com

Brands mentioned in this issue: Legoland, Tiffany & Co., Starbucks, SKIMS, Nike, NikeSK...

17 days ago
11
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[OOO] Inside China’s AI Hardware Rush: What We Saw at Alibaba’s Apsara Conference | Following the Yuan

From earbuds to an "AI-native" computer, China’s big tech is betting that devices, not apps, will get Chinese consumers to finally pay for AI.

China’s tech giants have found their next bet for the AI consumer gateway: hardware.

21 days ago
4
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China Solved AI Adoption. What's Still Missing? 🔎 | Following the Yuan

While AI leaders in the U.S. are having a collective reckoning about AI safety, China’s AI giants are confronting a less existential problem: Their trick from their old playbook might not work.

The trick sounds simple: build a super-app ga...

a month ago
18

#78: Advocacy for two-day weekend gets censored, Former Gucci creative director joins Icicle, Lee to change China operator | Following the Yuan

Selling nap slots becomes a new revenue stream for some Chinese cinemas, as they collectively lost roughly 125 million audience members over the last five years.

Brands mentioned in this issue: Niu Lai, Authentic Brands Group, Lee, Icicle,...

2 months ago
10
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Authors

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  • Yaling Jiang

    Making sense of China through its people, trends and phenomena using a journalistic approach. I do qualitative research & due diligence on China.

  • Yijun Liu 刘奕君

    Beijing-based writer for China's leading media. Firsthand perspectives on local AI and consumer trends.

  • Following the Yuan
  • Rongrong Zhuge

    writer, designer, researcher

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