Momentum

When the Dark Forest Is Rationalized

Trump, Narrative Fracture, and Western Discourse's Self-Defense

Jan 11 • Sam Tang

4

China’s Brand Globalization

Going Global on an Unfinished Power Base

Jan 5 • Sam Tang

6

4

A few things on my radar #28

Wins and losses in China > Nike, ANTA and lululemon

Jan 1 • Sam Tang

7

6

December 2025

Duan Yongping: Value Investing Through an Entrepreneur’s Lens

A Penetrating “Common Sense” Approach

Dec 13, 2025 • Sam Tang

4

2

November 2025

A few things on my radar #27

The Second Curve >> Atour, Sexy Tea (ChaYan) and Nongfu Spring

Nov 24, 2025 • Sam Tang

4

3

5

A few things on my radar #26

Tea's Revolution >> ChaGee, MĀMĀHĒCHÁ（妈妈喝茶) and BASAO

Nov 8, 2025 • Sam Tang

9

5

October 2025

A few things on my radar #25

The Coffee Wave >> Sun Lei, Black Sheep Coffee Roaster and LJZ Coffee Festival

Oct 29, 2025 • Sam Tang

3

2

A few things on my radar #24

The Return of Personalization >> AMap, Chicken Cutlet Brother and Anti-Pre-Made Meal Alliance

Oct 26, 2025 • Sam Tang

5

1

September 2025

A few things on my radar #23

Alibaba's Awakening >> Shangou (闪购), Amap (高德), and Jiang Fan (蒋凡）

Sep 13, 2025 • Sam Tang

10

2

A few things on my radar #22

Grocery Wars >> HEMA, Happy Monkey, Yonghui, Lianhua and RT-Mart.

Sep 5, 2025 • Sam Tang

7

2

The bitter truth in China's sweetest craze

After NetEase sent samples for testing, lab results from eight top milk tea brands revealed disturbing findings.

Sep 2, 2025 • Sam Tang

7

3

1

August 2025

A few things on my radar #21

Moutai, HILEFIT and JAM

Aug 31, 2025 • Sam Tang

4

2