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Your window into what's really happening in China — consumer culture, rising Chinese brands, retail innovation, and street-level signals. With a few hot takes thrown in.

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Substack
PricingOnly free issuesPublishesWeekly
Issues78Founded3 years agoLast Issue8 days ago
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Latest Issues

Overcapacity — Notes from China [006]

This week is heavy on the photos! Reminder that you may need to view this post outside of your email due to length.

I took a trip to Hangzhou for Taobao’s annual Uglies Awards — where they select the ugliest things on the e-commerce platf...

8 days ago
8
1

Overcapacity — Notes from China [005]

Hi there! 👋🏼 If you’re new, start here.


🧠 What got me thinking

Latest episode from Radio is out. , Steven, and I discuss Alibaba’s equity raise and what it signals for the broader market + China’s new support plan for Chin...

15 days ago
11
1

Overcapacity — Notes from China [004]

Hi there! 👋🏼 If you’re new, start here. Otherwise, I hope you’ve been enjoying this series so far. Still figuring out how to make this labor of love less labor and more love. As always, feedback is welcome 📭.


🧠 What got me t...

22 days ago
7
1

Overcapacity — Notes from China [003]

Hello! This series is new, and I’m still experimenting with the format (if you missed 001, start here). Throughout the week, I usually find that several sources will start to form the corpus of a broader theme/idea/question. So I thought I’...

a month ago
9
1

Overcapacity — Notes from China [002]

Hello! Welcome to the second drop of Overcapacity. If you missed the first one, catch yourself up here.

It’s been a soggy week here.

🌀Typhoon Dolphin really packed a punch, making landfall in Shanghai on Sunday/Monday as the strongest...

a month ago
15
2

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  • who what wai

    On-the-ground observations of Chinese consumer culture. Brands, retail, trends, and the occasional hot take.

  • Olivia Plotnick

    10+ yrs in China. On-the-ground observations of retail, consumer behavior, digital platforms and coffee shops. Lots and lots of coffee shops ☕️

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