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A few things on my radar #31
China’s retail scene in 2026 is consolidating around: smarter tech, tighter supply chains, and more nuanced offline–online combos—plus a few casualties…
Feb 16 • Sam Tang
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The story of Mixue — a supply chain 🏭 empire built by Chinese grassroots
Mar 2, 2025 • Sam Tang
China’s coffee war isn’t just about chains — here’s the bigger brew
May 18, 2025 • Sam Tang
Duan Yongping: Value Investing Through an Entrepreneur’s Lens
Dec 13, 2025 • Sam Tang
A few things on my radar #30
Dreame's bold marketing, Huawei's price drop, Insta360 vs. DJI, bubble tea wars, Pop Mart's...
Feb 4 • Sam Tang
A few things on my radar #29
Milk Shift: Who’s Winning? >> Yili (伊利), New Hope Diary (新希望) and BeFood(必如)
Jan 24 • Sam Tang
When the Dark Forest Is Rationalized
Trump, Narrative Fracture, and Western Discourse's Self-Defense
Jan 11 • Sam Tang
China’s Brand Globalization
Going Global on an Unfinished Power Base
Jan 5 • Sam Tang
A few things on my radar #28
Wins and losses in China > Nike, ANTA and lululemon
Jan 1 • Sam Tang
Duan Yongping: Value Investing Through an Entrepreneur’s Lens
A Penetrating “Common Sense” Approach
Dec 13, 2025 • Sam Tang
A few things on my radar #27
The Second Curve >> Atour, Sexy Tea (ChaYan) and Nongfu Spring
Nov 24, 2025 • Sam Tang
Momentum
Momentum
Momentum is your window into China’s brand stories. We unravel the narrative of brands, detailing their growth, challenges, market standing, and the real voice of consumers.
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