Momentum

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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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

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January 2026

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

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When the Dark Forest Is Rationalized

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

Jan 11 • Sam Tang

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China’s Brand Globalization

Going Global on an Unfinished Power Base

Jan 5 • Sam Tang

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A few things on my radar #28

Wins and losses in China > Nike, ANTA and lululemon

Jan 1 • Sam Tang

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December 2025

Duan Yongping: Value Investing Through an Entrepreneur’s Lens

A Penetrating “Common Sense” Approach

Dec 13, 2025 • Sam Tang

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November 2025

A few things on my radar #27

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

Nov 24, 2025 • Sam Tang

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A few things on my radar #26

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

Nov 8, 2025 • Sam Tang

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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

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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

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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

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