Podcasts about china business

Jim Fields is an American entrepreneur who has spent over 15 years living and building businesses in China. He speaks fluent Mandarin, began his career at Adobe in Silicon Valley, and moved to China, where he worked at Nokia and Reckitt Benckiser before founding Relay Video in 2016 - a Beijing-based creative marketing agency that helped Chinese tech companies including Xiaomi, Tencent, and Lenovo tell their stories to global audiences. He later founded Relay Club, an influencer management platform for Chinese brands going outbound. He now serves as Chief Growth Officer at Nuon Medical and is involved with Oren Medical, a Shenzhen-based manufacturer within the Kaiyan Medical Group.In this episode, Jim talks about his journey from Silicon Valley to China, what he learned building Relay Video, and the most common mistakes Chinese tech companies make when trying to go global. He explains why he pivoted from marketing into medtech, and breaks down both companies he works with today: Nuon Medical, which embeds clinical technologies like red light therapy, microcurrent, and PEMF directly into cosmetics applicators for brands including Clarins and Vagheggi, and Oren Medical, which manufactures red light therapy and medical wellness devices with over 300 patents across six FDA-cleared facilities.Jim also discusses his TEDx talk arguing that light is a fourth macronutrient alongside oxygen, water, and food - the science behind red and near-infrared light therapy and why he believes it belongs in everyday consumer products. He covers the beauty tech market in China versus the West, how US-China trade tensions and tariffs affect a cross-border business like his, and what he's learned from 15-plus years of building across both markets. Discussion Points·       Jim's journey from Silicon Valley to 15+ years building businesses in China·       Relay Video's thesis: Chinese brands are the brands of the future but need help telling their stories globally·       The most common mistakes Chinese tech companies make when going global, from working with Xiaomi, Tencent, and Lenovo·       The pivot from marketing to medtech and how Jim's China background connects to his work in beauty tech·       Nuon Medical: embedding clinical technologies (light therapy, microcurrent, PEMF) into cosmetics packaging·       Jim's TEDx argument that light is a fourth macronutrient - the science behind red and near-infrared light therapy·       Oren Medical: China's medical device manufacturing sophistication, 300+ patents, six FDA-cleared facilities·       Beauty tech market maturity in China versus the West and where China is leading·       How US-China trade tensions and tariffs affect a cross-border business built on Chinese manufacturing·       Lessons from 15-plus years building businesses that span China and the West

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- Tesla Denies Rumored China Business Sale Plan - Analyst Predicts Big Stock Rally for Ford - Toyota Creates New Units to Fast-Track Reforms - Chinese Automakers Capture 23% Of Brazil Market - Zoox Wins Approval for Paid Driverless Robotaxi Rides - Momenta Gets Germany Approval for L4 Testing - Over 70% Of Chinese Cars Feature ADAS - China Faces Severe Talent Shortage for AV Engineers - Rivian Narrowed Losses Despite Massive Negative Cash Flow - Expert Warns U.S. Lacks Key Battery Manufacturing Tech

- Tesla Denies Rumored China Business Sale Plan - Analyst Predicts Big Stock Rally for Ford - Toyota Creates New Units to Fast-Track Reforms - Chinese Automakers Capture 23% Of Brazil Market - Zoox Wins Approval for Paid Driverless Robotaxi Rides - Momenta Gets Germany Approval for L4 Testing - Over 70% Of Chinese Cars Feature ADAS - China Faces Severe Talent Shortage for AV Engineers - Rivian Narrowed Losses Despite Massive Negative Cash Flow - Expert Warns U.S. Lacks Key Battery Manufacturing Tech

Spain beat Argentina 1-0 in extra time to win the 2026 FIFA World Cup at MetLife Stadium in New Jersey. It was a tournament full of drama, upsets, and cultural moments - not least in China, where Xiaohongshu streamed all 104 matches for free and Norwegian striker Erling Haaland generated nearly 1.8 billion views on the platform. China's national team, meanwhile, watched from home. Again. Mark Dreyer has spent nearly two decades trying to explain that paradox.Mark is the founder of China Sports Insider, author of Sporting Superpower: An Insider's View on China's Quest to Be the Best, and one of the most respected English-language journalists covering sport in China. His recent piece in The Economist on the state of Chinese football went viral, laying out why a country with enormous resources, a football-obsessed president, and 1.4 billion people has qualified for the World Cup exactly once - in 2002 - and shows few signs of returning anytime soon.In this episode, Mark gives his verdict on the 2026 World Cup - the football, the format, and the final. As a dual English-Canadian citizen, he also has personal stakes in two teams: England, who reached the semi-finals before losing to Argentina and finished third with a thrilling 6-4 win over France, and Canada, who bowed out in the round of 16. He breaks down the state of Chinese football at every level - the national team, the domestic league, and the youth development pipeline - and explains why the problems run much deeper than money or political will can fix.Mark also digs into how China consumed this World Cup differently: Xiaohongshu's landmark streaming deal, the Haaland phenomenon and what it reveals about how Chinese fans engage with foreign athletes, and whether China will ever host - let alone win - a World Cup of its own. Discussion Points·       Overall verdict on the 2026 World Cup: the football, the 48-team format, North America as hosts, and Spain's win over Argentina·       England's semi-final run and third-place finish, and Canada's round of 16 exit - Mark's personal take as a dual citizen·       North America as a three-country host and whether England or China could host a future World Cup·       The state of the Chinese men's national team: why investment and political will haven't translated into results·       Youth football in China: structural problems, academic pressure, and what a genuine grassroots culture would require·       The Chinese Super League post-boom-and-bust: where the domestic league stands after the salary caps and corruption investigations·       Xiaohongshu's landmark streaming deal: all 104 matches free of charge, and what it signals about sports broadcasting in China·       The Haaland phenomenon: 1.8 billion Xiaohongshu views, 'Ha Bao,' romance game edits, and what it tells us about Chinese fan culture·       Xi Jinping's three football ambitions - host, qualify, win - and which, if any, are achievable·       The single most important thing that needs to change for Chinese football to genuinely improve

Program description: China Business Uncovered takes listeners inside China's business world through the eyes of reporters who investigate it firsthand. Featuring open conversations with Caixin journalists, each episode breaks down the most complex developments inside Chinese companies. Tune in to understand how critical stories are covered, what's really happening beneath the surface, and why it matters for businesses and investors operating in and around China. Recorded in Mandarin and produced in English with the help of AI, China Business Uncovered brings Caixin's in-depth investigative reporting to a global audience. Episode intro: Spring in Jiangnan, a classical Chinese handscroll donated to the Nanjing Museum in 1959 by one of China's most prominent collector families, suddenly showed up in an auction lot with an estimated value of 88 million yuan ($12.9 million), triggering public outcry over the mismanagement of treasured artifacts. In this episode of China Business Uncovered, host Kelsey Cheng speaks with Caixin investigative reporter Xiao Hui and Wang Qiusheng, founder of the Society for the Ancient Chinese Art to trace the handscroll's complicated journey: how it went from a prized donation to a work deemed fake, removed from the museum's collection and then sold into private hands before reappearing on the auction market last year. More importantly, the case offers a look at the development of China's art auction market, the systems governing the country's museums and how trust is built — or, in this case, broken — between collectors and public institutions. Chapters: (01:55) The $13 million handscroll that ignited a museum scandal (03:16) Why Spring in Jiangnan matters (05:39) Why the Pang family gave it away (07:44) How the scroll vanished — and returned (14:32) Eight years searching for answers (17:19) How Caixin poked holes in the museum's explanation (20:35) Lessons from the incident (23:37) Development of China's art auction market This episode of China Business Uncovered was recorded in Mandarin and produced in English with the help of AI. Based on these stories: In Depth: A Lost Masterpiece's Return Exposes Scandal at a Top Chinese Museum China Recovers Stolen Museum Relics After Auction Tip-Off Produced by Kelsey Cheng and Du Bohan. Unlock exclusive discounts with a Caixin group subscription — ideal for teams and organizations. Save an extra $50. Introductory offer for new readers. Subscribe now.

Most influencers build an audience on one platform and stay there. Crystal Yu operates across two ecosystems that couldn't be more different: Instagram in the West and Xiaohongshu in China. The content strategies, audience expectations, brand partnership dynamics, and even the definition of authenticity diverge significantly between them. Crystal has built a following on both, and in this episode, she pulls back the curtain on what that actually looks like.Crystal walks us through how she became an influencer, what she's learned about creating content for two very different platforms, and how she approaches each one differently. She also breaks down the business side of influencing — fee structures, how brand partnerships come together, and what brands consistently get wrong when approaching creators for collaborations.For brands and marketers trying to understand how influencer marketing works in China versus the West, this episode offers a rare insider perspective. Crystal explains how Chinese brands approach collaborations differently from Western brands, why authenticity means something different on Xiaohongshu than it does on Instagram, and how to build trust with audiences on both sides of the divide. Discussion Points·       How Crystal became an influencer and whether it was a deliberate choice or an organic evolution·       The key differences between Instagram and Xiaohongshu as platforms: audience expectations, content formats, and culture·       How Crystal's content strategy differs across platforms and whether she creates separate content for each·       The business side of influencing: fee structures, compensation models, and how deals are structured·       How brand partnerships come together: inbound vs outbound, agency involvement, and selection criteria·       What brands consistently get wrong when approaching influencer collaborations, and what makes one successful·       How Chinese and Western brands approach influencer partnerships differently·       Balancing sponsored content with audience trust, especially on Xiaohongshu, where authenticity is paramount·       Where influencer marketing is heading over the next few years, particularly in China·       Advice for anyone looking to build a cross-platform presence or pursue influencing as a career

Rui Ma, founder of Tech Buzz China and one of the most trusted English-language voices on China's technology sector, is back to break down everything happening in China's tech landscape, from DeepSeek to humanoid robots.Rui runs in-person tech immersion trips to China for investors and executives, giving her a ground-level view of what's actually being built and deployed - not just what's being announced. In this episode, she shares her biggest takeaways from recent trips, from what surprised her to what confirmed what she already suspected about China's AI and hardware trajectory.She walks us through the humanoid robotics sector - who the leading Chinese companies are, what the realistic near-term use cases look like, and whether Americans will ever be able to buy Chinese-made robots. She unpacks Alibaba's Taobao and Qwen integration, Tencent's quieter but consequential AI strategy, DeepSeek's latest moves, and the OpenClaw explosion. She also gives her read on Nvidia export controls: whether they're working, and how Chinese companies are adapting.Rui also weighs in on the X debate about quality of life in lower-tier Chinese cities, assesses the broader US-China AI competition including the talent landscape, and gives her takes on Zhipu and Minimax as publicly traded AI plays. If you want to understand where China tech is headed and what it means for the rest of the world, this is the episode to listen to.Discussion Points·       Takeaways from Rui's recent Tech Buzz China immersion trips to China and information on upcoming trips·       Humanoid robotics in China: leading companies, near-term use cases, and whether Americans can buy Chinese-made robots·       The X debate on quality of life in lower-tier Chinese cities and what it reveals about Western misperceptions of China·       Alibaba's Taobao and Qwen integration: what it signals about AI-powered e-commerce and Alibaba's broader AI strategy·       Tencent's AI strategy: what's happening under the hood and where the company is positioning itself·       DeepSeek update: latest model releases, competitive position, and what to watch next·       The OpenClaw explosion: what it is, why it took off, and what it tells us about Chinese innovation under chip restrictions·       Nvidia export controls: current status, whether they're achieving Washington's goals, and how Chinese companies are adapting·       US-China AI competition scorecard: how each side stands across models, infrastructure, and talent·       Zhipu and Minimax as public AI plays, plus other China tech names Rui is watching closely

Program description: China Business Uncovered takes listeners inside China's business world through the eyes of reporters who investigate it firsthand. Featuring open conversations with Caixin journalists, each episode breaks down the most complex developments inside Chinese companies. Tune in to understand how critical stories are covered, what's really happening beneath the surface, and why it matters for businesses and investors operating in and around China. Recorded in Mandarin and produced in English with the help of AI, China Business Uncovered brings Caixin's in-depth investigative reporting to a global audience. Episode intro: Baolide Holdings Group, once one of East China's biggest luxury car dealers, collapsed in 2024 under the weight of a market downturn, high-interest private borrowing and alleged falsified accounts. But what made the case stand out was the star-studded group of investors founder Yu Haijun managed to draw in, including figures linked to Alibaba, NetEase and Hillhouse Capital. In this episode of China Business Uncovered, host Kelsey Cheng speaks with Caixin reporter Wang Juanjuan about how Yu kept Baolide's IPO story alive for years and what the company's fall reveals about a private-business financing ecosystem where relationships can substitute for proper due diligence. Chapters: (01:55) Baolide's rise as a luxury car dealer (03:46) How founder Yu Haijun turned relationships into business (08:32) The listing story that became a fundraising tool (11:10) The lakeside banquet that kept star-studded investors believing (15:35) Two sets of books and Baolide's real financial picture (17:04) High-interest private debt and the cash-flow black hole (21:13) Business failure or fraud? (27:56) What Baolide's case reveals about trust in China's business world This episode of China Business Uncovered was based on these stories: In Depth: How a Lakeside Banquet Reinforced Confidence in Baolide Among China's Tech Elite In Depth: How China's Tech Elite Got Burned by Luxury Car Dealer Baolide's IPO Mirage  Founder of Bankrupt Luxury Auto Dealer Baolide Detained in Fraud Probe Produced by Kelsey Cheng and Du Bohan. Unlock exclusive discounts with a Caixin group subscription — ideal for teams and organizations. Save an extra $50. Introductory offer for new readers. Subscribe now.

For North American sports in China, the appetite is there - millions of fans, growing middle-class purchasing power, a government actively promoting winter sports and athletic culture. However, the path from interest to revenue remains complicated. Leif Rogers has spent his career navigating exactly that path. As Founder and CEO of Red Phoenix Entertainment, he helps North American athletes, leagues, and franchises build real commercial presence in Asia.Leif previously joined The Negotiation alongside his colleague Gino Gordon to lay out the Red Phoenix thesis. He's back for a follow-up episode to share what he's been working on since, including recent deals and campaigns, and to give us his most current read on the sports market in China. A lot has shifted: platform dynamics, broadcast rights, Chinese fan consumption habits, and the role of individual athletes as commercial anchors have all evolved.In this episode, Leif breaks down which North American sports are gaining traction in China and which are struggling, which athletes are resonating with Chinese fans and why, and how Chinese brands are thinking about North American sports sponsorships today. He also covers how fans are consuming sports content across digital platforms, what the biggest overlooked opportunities are for leagues and franchises, and what advice he'd give any sports property serious about building a presence in the region. Discussion Points·       Red Phoenix Entertainment overview: what the firm does and how Leif came to build it·       Recent deals and campaigns: what Red Phoenix has been working on since the last episode·       Current state of the sports market in China: what's changed and what the landscape looks like in 2026·       Sport-by-sport breakdown: which North American sports are gaining traction in China and which are not·       Which North American athletes are resonating most with Chinese fans and what makes them stand out·       How Chinese brands are approaching North American sports sponsorships today and what they're looking for·       How Chinese fans are consuming North American sports content across platforms and streaming services·       The biggest challenges North American sports properties face when entering or scaling in China·       The most overlooked opportunities in the Asia sports market that most leagues and teams are missing·       Leif's outlook for North American sports in Asia and advice for any property serious about the region

Our relationship with China takes centre stage in Auckland this morning. The 12th annual China Business Summit brings together business and political leaders to explore areas for cooperation amid deepening global uncertainty. New Zealand exported nearly $20 billion worth of goods to China last year. Auckland Business Chamber chief executive Simon Bridges told Mike Hosking political leaders have been shifting this country closer to our security partners, but they still have to maintain New Zealand's commercial interests. He says in contrast to the climate of uncertainty surrounding US President Donald Trump, his tariffs, and the war, China has positioned itself as a predictable and reliable partner. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Our relationship with China takes centre stage in Auckland this morning. The 12th annual China Business Summit brings together business and political leaders to explore areas for cooperation amid deepening global uncertainty. New Zealand exported nearly $20 billion worth of goods to China last year. Auckland Business Chamber chief executive Simon Bridges told Mike Hosking political leaders have been shifting this country closer to our security partners, but they still have to maintain New Zealand's commercial interests. He says in contrast to the climate of uncertainty surrounding US President Donald Trump, his tariffs, and the war, China has positioned itself as a predictable and reliable partner. LISTEN ABOVE See omnystudio.com/listener for privacy information.

The headlines about China's economy often tell two contradictory stories at once: recovery and stagnation, consumer confidence and persistent caution, tech boom and structural drag. Making sense of what's actually happening requires someone who's tracking the data closely, week by week, from the ground up. Robert Wu does exactly that through Baiguan, a consultancy and popular newsletter that covers the Chinese economy, consumer trends, and business developments.In this episode, Robert gives us his unfiltered read on the state of China's economy in 2026. He breaks down two trends his recent newsletter highlighted: what's happening in the real estate market and whether salary recovery is real or overstated. He also assesses consumer sentiment and what it's actually showing up in spending behaviour across categories.Robert then takes us through a series of sector-specific spotlights: the auto market and whether robotaxis are genuinely scaling or still in hype territory; Pop Mart's trajectory and what it signals about Chinese consumer brands going global; DeepSeek's latest model and what it reveals about China's AI competitive position; and the food delivery war between Meituan and its challengers, and what that tells us about the state of China's consumer internet.He closes with the key variables that will shape the rest of the Chinese economy in 2026, and what international businesses should understand about China that isn't making it into the headlines. Discussion Points·       What Baiguan is, who Robert writes for, and what led him to cover the Chinese economy·       High-level read on the state of China's economy in 2026: recovery, stagnation, or something more complex·       Real estate market update: what the data is showing and whether the sector has turned a corner·       Salary recovery: how real it is, which segments are seeing it, and what it means for consumer spending·       Consumer sentiment assessment: how people are actually feeling and how it's showing up in spending patterns·       Auto market dynamics and the robotaxi question: genuine scaling or early-stage hype·       Pop Mart: bullish or bearish, and what its trajectory tells us about C-brand globalisation·       DeepSeek's new model and what it signals about China's AI competitive position relative to the West·       The food delivery war: who's winning, who's losing, and what it reveals about China's consumer internet·       Key variables to watch for the rest of 2026 and what international businesses are missing about China

Most global businesses enter Asia with a playbook built elsewhere. The pricing models, growth assumptions, labour structures, and definitions of value that worked in North America or Europe get applied to markets that operate by fundamentally different rules. The result, as Eric Stryson has observed across nearly two decades of on-the-ground leadership work in Asia, is failure - not dramatic failure, but the slow erosion of credibility that comes from never truly understanding where you are.Eric Stryson is Managing Director at The Global Institute For Tomorrow (GIFT), an independent pan-Asian think tank with offices in Hong Kong and Kuala Lumpur. He has designed and facilitated more than 60 experiential leadership programmes across fifteen countries in Asia and the Middle East, working with over 3,000 executives from organisations including HSBC, Petronas, Marriott, MasterCard, and Standard Chartered. His public sector clients include the Hong Kong SAR Government, the Dubai Government, and the Central Bank of Malaysia.In this episode, Eric argues that much of what organisations believe they know about Asia is filtered through AI systems, research, and analysis shaped by Western institutions and historical precedents. Even conventional online research surfaces insights produced predominantly by incumbent Western policy and academic bodies, reinforcing a narrow and often distorted lens. Challenging these assumptions, he contends, requires moving beyond second-hand analysis and grounding decision-making in on-the-ground observation and lived experience.From renegotiating what 'value' means to understanding why Western growth models break down in Asia's diverse political and social contexts, Eric offers a rare perspective on what it actually takes to operate credibly in a post-Western, Asia-led growth environment. Discussion Points·       Why Western-filtered research and AI-generated analysis fail businesses trying to understand Asian markets·       Concrete examples of Western business models and assumptions breaking down on the ground in Asia·       How Asian markets define value differently - and why pricing strategies built elsewhere so often misfire·       Why 'scale fast, dominate markets' growth assumptions need renegotiating in Asia's diverse contexts·       What nearly 20 years of field project work in Asia reveals that research reports and case studies don't·       How consumption patterns and labour structures in Asia require businesses to rethink core operating models·       What 'post-Western world' means in practice for businesses operating in China, Southeast Asia, and the Middle East·       How to use AI tools responsibly when the training data reflects predominantly Western institutional perspectives·       Why Hong Kong businesses face an urgent reinvention moment - and what that looks like in practice·       The single most important thing Western businesses should do differently before entering or scaling in Asian marketsGuest BioEric Stryson is Managing Director at The Global Institute For Tomorrow (GIFT), an independent pan-Asian think tank with offices in Hong Kong and Kuala Lumpur. He has designed and facilitated more than 60 experiential leadership programmes across fifteen countries in Asia and the Middle East, working with over 3,000 executives from C-suite to high-potential talent. His corporate clients include AIA, BASF, CITIC, DBS, FedEx, HSBC, Marriott, MasterCard, Panasonic, Petronas, Prudential, and Standard Chartered. His public sector clients include the Hong Kong SAR Government, the Dubai Government, the Central Bank of Malaysia, and various provincial and county governments in mainland China. Eric's articles have appeared in the South China Morning Post, Financial Times, China Daily, and The Straits Times, and he has been interviewed by CNBC. Links & Resources·       GIFT website: www.global-inst.com·       Eric Stryson profile: global-inst.com/team/eric-stryson·       SCMP: Reinvention must start now if Hong Kong businesses are to survive change·       FT Letter: A Bric in a de-dollarised wall or a new architecture?·       Digital Transformation Documentary: Eric Stryson on technology causing problems

Lisa Nan, Beauty Editor at Jing Daily, joins The Negotiation to break down what's really happening in China's beauty and luxury markets right now. From the rise of C-beauty brands challenging international players to the unexpected virality of Kris Jenner as China's 'money goddess,' Lisa tracks the trends that are reshaping how brands sell in the world's largest beauty market.In this episode, Lisa covers the hottest brands and sub-categories driving growth, the emergence of male beauty and the silver beauty market (50+ consumers), and the decline of mega-anchors in China's livestreaming ecosystem. She explains which domestic and foreign brands are winning, what's replacing the mega-anchor model, and how moments like the Winter Olympics and viral memes reveal deeper shifts in Chinese consumer behavior.Lisa also discusses the current state of China's overall beauty and luxury markets, functional beauty trends like scalp care and science-backed skincare, and the emerging developments international brands should be monitoring closely. Whether you're a brand considering China entry or navigating the market's rapid evolution, this conversation offers actionable insights from one of the industry's sharpest observers. Discussion Points·       Current state of China's beauty market: strengths, weaknesses, and key dynamics shaping 2026·       Overall luxury market health: which brands are cutting stores, which are doubling down, and why·       Hottest domestic C-beauty brands (Proya, Florasis, Winona) and foreign brands succeeding in China·       Fastest-growing sub-categories: scalp care, fragrance, functional beauty, and science-backed products·       Male beauty market expansion: how brands are approaching male consumers differently·       Silver beauty market (50+) finally taking off: who's getting it right and what's driving demand·       Decline of mega-anchors in livestreaming: what happened and what's replacing the mega-anchor model·       Kris Jenner as China's 'money goddess': what viral memes reveal about Gen Z consumer engagement·       Winter Olympics impact: Eileen Gu, Su Yiming, and how brands leverage winter sports moments·       Emerging trends to watch: what's on the radar that international brands might be missing

Program description: China Business Uncovered takes listeners inside China's business world through the eyes of reporters who investigate it firsthand. Featuring open conversations with Caixin journalists, each episode breaks down the most complex developments inside Chinese companies. Tune in to understand how critical stories are covered, what's really happening beneath the surface, and why it matters for businesses and investors operating in and around China. Recorded in Mandarin and produced in English with the help of AI, China Business Uncovered brings Caixin's in-depth investigative reporting to a global audience. Episode intro: For years, Vanke was seen as one of the best-run developers in China's real estate sector. So, when liquidity pressure began to build around the company, it jolted the market. In this episode, host Han Wei speaks with Caixin senior reporter Chen Bo about her investigative reporting on Vanke's crisis — from mounting debt pressure and state-backed rescue efforts to the complex off-balance-sheet funding network that grew around former president Zhu Jiusheng during the boom years. More importantly, through Vanke, they explore the deeper reckoning underway in China's property market: the sector's biggest risks this year, what tools policymakers still have left, and why many in the industry believe a true market bottom remains elusive. Timestamps: (2:47) From model property developer to liquidity crunch (07:12) Vanke's vast "shadow" financing network (16:12) Who is Zhu Jiusheng? (20:51) Shenzhen's shifting rescue stance (24:03) What Vanke tells us about China's property crisis (27:32) Is China's housing market really bottoming out? (32:19) Reading the latest policy signals This episode of China Business Uncovered was based on this Caixin Global story: In Depth: The Vast Funding Network Outside Vanke Produced by Kelsey Cheng and Du Bohan. Subscribe now to unlock full access to Caixin Global and The Wall Street Journal for $200 a year. Group discounts are available — contact us for a customized plan.

In this episode of The Negotiation, host Todd Embley welcomes Dr. Nici Sweaney, founder of AI Her Way and one of the most compelling voices on ethical AI adoption, gender equity in technology, and responsible AI systems.Nici has an extraordinary background. She started in butterfly ecology, spent 17 years as a quantitative scientist in academia, and has worked with the United Nations, World Bank, WWF, Hewlett-Packard, and Salesforce. Named one of Microsoft's Top 10 Trailblazing Entrepreneurs in AI, she's now helping organizations across over 20 industries adopt AI in ways that drive efficiency while maintaining ethical standards.This conversation explores how AI is fundamentally reshaping consumer behavior and brand discovery. Nici breaks down what AI means for marketing strategy, how brands should be thinking about the funnel differently, and where the biggest operational transformations are happening inside consumer businesses.The discussion also tackles critical equity and representation questions. Nici explains why it matters who builds AI systems, how different global models shape what consumers are exposed to, and the practical implications of bias in training data for brands using AI in customer-facing applications.Finally, Nici shares systems-level thinking on AI adoption. She walks through how leadership teams should be approaching this strategically, why governance and ethics need to be built in from the start, and where overwhelmed organizations should begin.This is essential listening for anyone leading AI adoption, building consumer brands, or trying to understand how AI is changing the way people discover, evaluate, and buy products.Discussion Points·       Nici's journey from butterfly ecology to quantitative science to founding AI Her Way·       What AI Her Way does and who it serves across 20+ industries·       How AI is reshaping consumer behavior, brand discovery, and purchasing decisions·       Marketing transformation: rethinking the funnel, channels, and content creation in an AI-driven world·       Operational impact: where consumer brands are seeing the biggest AI-driven transformations·       Why equity and representation in AI matter for consumer-facing applications·       How different global models (Western vs Chinese vs others) shape what consumers see·       Practical implications of bias in AI training data for brands·       Systems-level thinking: how leadership teams should approach AI adoption strategically·       Building governance and ethical frameworks from the start, not as an afterthought·       Where overwhelmed organizations should start with AI adoption·       Closing the AI gender gap and why women need to help shape AI's future·       Big shifts coming in AI over the next 2-5 years for consumer behavior and brand marketing·       Key takeaway for business leaders and marketers on AI

In this rapid-fire update episode of The Negotiation, our host, Todd Embley, sits down with Jacob Cooke, CEO and Co-Founder of WPIC Marketing + Technologies, for a fast-paced conversation covering the biggest developments in China's e-commerce and AI landscape.Jake unpacks Alibaba's recent earnings—why he's encouraged despite weak earnings—and breaks down the significance of their new AI business unit, Token Hub, and the Wukong platform. The conversation explores the OpenClaw phenomenon sweeping China and what it means for enterprise AI adoption.The episode also dives into WPIC's latest annual data report, revealing strong growth across China's e-commerce market and the dramatic platform shift toward Douyin. Jake shares fascinating insights on the pet category—including the explosive growth of live dog and cat sales on social commerce platforms—and highlights other standout trends in nutraceuticals, fashion, and sports.Jake also provides his read on Canada-China relations following Prime Minister Mark Carney's historic visit, discusses the excitement around Canadian journalists being back on the ground in Beijing, and shares what the diplomatic reset means for Canadian brands like Lululemon, Arc'teryx, and Canada Goose.This is a must-listen for anyone tracking China's consumer market, AI developments, or Canada-China business opportunities. Enjoy!Discussion Points·      Alibaba's latest earnings: why Jake is encouraged despite net income down 66%·      Token Hub and Wukong: How Alibaba is restructuring to monetize AI through tokens instead of subscriptions·      The OpenClaw phenomenon: Why it's exploding in China and how cheap, capable models fuel adoption·      WPIC's annual data report: Top-level takeaways on China's e-commerce market (2023-2025)·      Pet market deep-dive: 20.4% growth and the rise of live pet sales on Douyin·      Nutraceuticals surge: 27.3% growth and Douyin overtaking Tmall for the first time·      Canada-China relations: What PM Carney's visit means for business and why CBC journalists being back matters·      Canadian brand performance: How Lululemon, Arc'teryx, and Canada Goose are doing on the ground·      Increased business confidence: Western leaders' visits to China and rising brand interest·      Key message for international brands entering or expanding in China in 2026

In this episode of The Negotiation, host Todd Embley welcomes Colin Jeavons, Founder and CEO of Nomix Group—a forward-thinking holding company reshaping digital commerce through AI, performance marketing, and creator-driven commerce.Colin is a veteran of the digital space with over 25 years of experience, from the early days of commercial search in the late 1990s to today's AI-powered shopping revolution. Under his leadership, Nomix Group has driven over $2.5 billion in verified product sales and built an ecosystem spanning five specialized divisions—Shopnomix, Appnomix, Fanomix, Pronomix, and Creatornomix—each tackling different aspects of how consumers discover, evaluate, and buy products online.Colin recently made waves by predicting that AI will drive a 30 percent surge in digital commerce spending across Western markets by 2027—a bold forecast reflecting fundamental shifts in consumer behavior. This conversation explores what's driving that transformation, how AI answer engines and agentic shopping are changing the game, and what Western brands should learn from China's leadership in social commerce, live-streaming, and creator-led shopping on platforms like Douyin, Xiaohongshu, and Taobao Live.From the "post-advertising" era to the rise of creator economies, Colin offers a comprehensive view of where digital commerce is headed and how brands can prepare for a future where content, community, and AI converge to create "Commerce, Everywhere."Discussion Points·      Colin's background in digital commerce from the 1990s to today's AI revolution·      What Nomix Group is and how its five divisions work together·      The "post-advertising" phase of digital commerce and what's driving it·      Colin's prediction: AI will drive 30% growth in digital shopping by 2027·      What AI-powered commerce actually looks like—answer engines, agentic shopping, conversational AI·      The explosion of creator-driven commerce and influencer marketing·      Lessons Western brands should learn from China's social commerce playbook (Douyin, Xiaohongshu, Taobao Live)·      Building "agentic marketplaces" where AI connects content directly to commerce·      The infrastructure behind "Commerce, Everywhere."·      How performance marketing is evolving in an AI-first, creator-driven world·      Democratizing AI commerce tools for small businesses and ensuring fair creator economics·      What's next for Nomix Group and digital commerce·      Key advice for brands preparing for the AI commerce shift

Program description: China Business Uncovered takes listeners inside China's business world through the eyes of reporters who investigate it firsthand. Featuring open conversations with Caixin journalists, each episode breaks down the most complex developments inside Chinese companies. Tune in to understand how critical stories are covered, what's really happening beneath the surface, and why it matters for businesses and investors operating in and around China.  Recorded in Mandarin and produced in English with the help of AI, China Business Uncovered brings Caixin's in-depth investigative reporting to a global audience. Episode intro: With humble beginnings as a textile factory in Shandong, Ruyi dreamed of becoming China's version of LVMH. In this episode of China Business Uncovered, host Kelsey Cheng speaks with reporter Yue Yue about how the company's debt-fueled shopping spree backfired. Chapters: (01:41) From textile mill to "China's LVMH" (06:52) Ruyi's worldwide shopping spree (09:21) Where did Ruyi's money come from (13:15) The 1 euro transfer scandal (18:22) Asset freezes and the larger lesson This episode of China Business Uncovered was recorded in Mandarin and produced in English with the help of AI. Based on this story: In Depth: How Ruyi's 'LVMH of China' Dream Unraveled Subscribe now to unlock full access to Caixin Global and The Wall Street Journal for $200 a year. Group discounts are available — contact us for a customized plan.      

Program description: China Business Uncovered takes listeners inside China's business world through the eyes of reporters who investigate it firsthand. Featuring open conversations with Caixin journalists, each episode breaks down the most complex developments inside Chinese companies. Tune in to understand how critical stories are covered, what's really happening beneath the surface, and why it matters for businesses and investors operating in and around China. Recorded in Mandarin and produced in English with the help of AI, China Business Uncovered brings Caixin's in-depth investigative reporting to a global audience. Episode intro: Across e-commerce, EVs and mining, Brazil is having a Chinese moment. In this episode, Caixin Global Managing Director Li Xin speaks with reporter Zhao Xuan about how this investment wave is affecting Brazil's local economy and whether the long-promised "country of the future" is finally arriving. Chapters: (01:49): Which Chinese companies are expanding in Brazil? (04:58): Why China and Brazil fit together economically (06:55): How Chinese firms localize (12:18): Chinese carmakers move in (14:41): The battle for Brazil's market (21:40): Is Brazil ready for the AI boom? Read more about Chinese businesses in Brazil: Cover Story: How China Inc. Is Discovering Its New World in Brazil In Depth: How BYD Is Navigating Tariffs and Regulations in Brazil's Auto Market In Depth: How a Chinese Mining Giant Learned to Win in Brazil Subscribe now to unlock full access to Caixin Global and The Wall Street Journal for $200 a year. Group discounts are available — contact us for a customized plan.        

Program description: China Business Uncovered takes listeners inside China's business world through the eyes of reporters who investigate it firsthand.  Featuring open conversations with Caixin journalists, each episode breaks down the most complex developments inside Chinese companies. Tune in to understand how critical stories are covered, what's really happening beneath the surface, and why it matters for businesses and investors operating in and around China. Recorded in Mandarin and produced in English with the help of AI, China Business Uncovered brings Caixin's in-depth investigative reporting to a global audience. Episode intro: A Chinese tycoon's mysterious rise in Cambodia, and behind him, an alleged scam network that ensnared victims in China and the U.S. In this debut episode of China Business Uncovered, host Kelsey Cheng speaks with Caixin reporter Tang Ailin to unpack the sudden fall of Chen Zhi, his empire Prince Holding Group, and the seizure of $15 billion in bitcoin. (01:32) Why Chen's fall caught the world's attention (05:06) Chen's early life in China and his connection to a hacker group (08:12) Arriving in Cambodia and a mysterious $2 million loan (17:27) Pig-butchering schemes, romance scam scripts and money laundering services (23:36) A chilling portrait of Chen Zhi (27:05) Caixin's exclusive findings This episode is based on this Caixin story: Cover Story: Six Things to Know About the Fall of Cambodia's Cybercrime Kingpin Chen Zhi Subscribe now to unlock full access to Caixin Global and The Wall Street Journal for $200 a year. Group discounts are available — contact us for a customized plan.    

In this special episode of The Negotiation, WPIC CEO Jacob Cooke steps in as host to interview Bijan Ahmadi, Executive Director & COO at the Canada China Business Council—one of the leading organizations supporting Canadian businesses in China and strengthening bilateral commercial ties.This episode offers a unique perspective: Jacob was in Beijing during Prime Minister Mark Carney's recent visit to China—the first by a Canadian leader in years—giving him firsthand insight into the trip's significance. Together, Jacob and Bijan unpack what the visit means for Canadian business and Canada-China relations, with Bijan's deep expertise in trade policy, market access, and bilateral economic engagement complementing Jacob's on-the-ground observations.This conversation comes at a critical moment: as the U.S. administration raises questions about Canada's engagement with China, this episode cuts through the noise to focus on the facts—what was actually agreed, what it means for jobs and GDP, and why China remains a vital market for Canadian exporters and businesses.Discussion Points·       The historical context and significance of Prime Minister Mark Carney's visit to China·       Whether the visit achieved a meaningful reset in Canada-China relations·       Specific outcomes and agreements from the trip—sector-by-sector wins for the Canadian economy·       CCBC's role during the visit and how members have reacted·       How Canadian businesses are reassessing their perceptions of China post-visit·       Next challenges CCBC will work to solve for Canadian business·       Clarifying misconceptions around a potential "deal" with China and U.S. political concerns·       The strategic importance of China to Canada's economy—jobs, GDP, and export opportunities

In this episode of The Negotiation, host Todd Embley welcomes Tom Simpson, Managing Director of China Operations and China Chief Representative for the China-Britain Business Council (CBBC)—one of the leading organizations supporting UK businesses in China and strengthening bilateral commercial ties.Tom joins the show to unpack Prime Minister Sir Keir Starmer's recent visit to China—the first by a UK leader in eight years—and what it means for British business and UK-China relations. With deep expertise in bilateral trade and on-the-ground operations in China, Tom provides an insider perspective on the specific outcomes of the trip, CBBC's role during the visit, and what comes next for UK companies navigating the Chinese market.From visa-free travel to tariff reductions, Tom walks through the concrete agreements reached and explores what they mean for different sectors of the UK economy. The conversation also addresses the ongoing challenges and opportunities UK businesses face in China, and where the greatest potential lies for UK-China commercial cooperation in the years ahead.Discussion Points·       Historical background to PM Starmer's visit—why the eight-year gap and how the trip came about·       Whether the visit achieved a meaningful reset in UK-China relations·       Specific agreements and announcements: visa-free travel, tariff reductions, and other key outcomes·       CBBC's role during the trip and member reactions·       Current challenges and opportunities for UK companies operating in China·       Priority areas for UK-China commercial cooperation over the next few years·       Key message for UK business leaders is still uncertain about China as a market

In this episode of The Negotiation podcast, host Todd Embley welcomes back Justin Downes, President of Axis Leisure Management and one of the foremost experts on skiing and winter sports development in Asia.With nearly two decades of experience shaping China's ski and snowboard industry — including playing a role in the infrastructure behind the Beijing 2022 Winter Olympics — Justin brings a rare, on-the-ground perspective. More recently, his work in Japan's ski market gives him a comparative lens on how Asia's two most important winter sports economies are evolving.With the Milan 2026 Winter Olympics on the horizon, this conversation dives into participation trends, market growth, and where the biggest opportunities lie for brands, operators, and investors across China and Japan.Discussion Points·       Where Justin is joining from and what he's been focused on since his last appearance·       A high-level assessment of the 2025–2026 ski season in China·       Comparing the outlook for China and Japan's ski markets — similarities and divergences·       Data and trends around skier and snowboarder participation in China·       How the profile of the “typical” Chinese skier has evolved in recent years·       Chinese athletes to watch ahead of the Milan 2026 Winter Olympics·       Whether Milan 2026 could spark another participation boost across China and Asia·       The evolution of indoor skiing in China and its role in market development·       Commercial opportunities across resorts, equipment, apparel, training, and experiences·       Key takeaways on what the next five years hold for skiing in China and Japan

In this episode of The Negotiation Podcast, host Todd Embley sits down with Nichola Quail, Founder and CEO of Insights Exchange and a leading global market research strategist. Nichola works at the intersection of strategy, research, and execution, helping brands access the right insights to make smarter decisions in complex and fast-changing markets.Nichola shares her career journey and the motivation behind founding Insights Exchange, a platform designed to connect companies with best-in-class research specialists around the world. She explains how her work helps organizations cut through noise, avoid costly missteps, and gain a clearer understanding of consumers across diverse markets.The conversation explores why market research has never been more important, particularly as brands expand internationally and respond to rapidly shifting consumer behaviors. Nichola also discusses common mistakes companies make when interpreting data, and highlights insights from recent global research reports that reveal how consumer attitudes and priorities differ across regions.Discussion PointsNichola's professional background and the founding story behind Insights ExchangeHow Insights Exchange supports brands with tailored global research and insightsWhy market research is critical for navigating uncertainty and entering new marketsCommon pitfalls brands face when misinterpreting or misusing research dataKey findings from recent reports across multiple international marketsHow strong insights can drive better strategy, product decisions, and market entry success

Werden Sie JETZT Abonnent unserer Digitalzeitung Weltwoche Deutschland. Nur EUR 5.- im ersten Monat. https://weltwoche.de/abonnemente/Aktuelle Ausgabe von Weltwoche Deutschland: https://weltwoche.de/aktuelle-ausgabe/KOSTENLOS: Täglicher Newsletter https://weltwoche.de/newsletter/App Weltwoche Deutschland http://tosto.re/weltwochedeutschlandDie Weltwoche: Das ist die andere Sicht! Unabhängig, kritisch, gut gelaunt. Braucht es das WEF? Ja, wenn es die neutrale Schweiz verkörpert. Macron und von der Leyen: Hymnen auf Europa. Scott Bessent: China business-freundlicher als die EUDie Weltwoche auf Social Media:Instagram: https://www.instagram.com/weltwoche/ Twitter: https://twitter.com/Weltwoche TikTok: https://www.tiktok.com/@weltwoche Telegram: https://t.me/Die_Weltwoche Facebook: https://www.facebook.com/weltwoche Hosted on Acast. See acast.com/privacy for more information.

In this episode of The Negotiation Podcast, host Todd Embley is joined by Jacob Cooke, CEO of WPIC Marketing + Technologies, to unpack the significance of Canadian Prime Minister Mark Carney's visit to Beijing—the first by a Canadian prime minister in eight years.Jacob provides a timely analysis of what this visit signals for Canada–China relations after nearly a decade of diplomatic and trade tensions. The discussion focuses on why the visit itself matters, particularly as Canada navigates U.S. tariffs, economic pressure at home, and shifting global trade dynamics.The conversation explores what Canadian businesses are hoping to see from the trip, including reduced friction, improved market access, and momentum on longstanding trade issues affecting sectors such as agriculture, seafood, and pet food. Turning to consumer brands, Jacob examines how Canadian companies like Lululemon and Arc'teryx continue to compete in China amid the rise of guochao and strong domestic players such as Bosideng. He explains why success in China is less about nationality and more about performance, quality, and lifestyle positioning.Finally, the episode looks ahead at whether a diplomatic reset is necessary for renewed Canadian investment in China—and how improving political ties can help restore confidence in boardrooms, even without immediate policy breakthroughs.Discussion PointsWhy Mark Carney's Beijing visit is symbolically and strategically significantWhat Canadian corporates are realistically expecting from the tripPotential outcomes that would signal a positive shift in Canada–China relationsTrade barriers affecting Canadian agriculture, food, and pet-related exportsHow Canadian consumer brands compete amid guochao and rising local championsWhether diplomatic tensions have held back Canadian business in ChinaWhy geopolitics rarely drive Chinese consumer purchasing decisionsHow a diplomatic reset could reduce risk and unlock new commercial momentum

 In this episode of The Negotiation Podcast, host Todd Embley is joined by Richard Kimber, an Australian and Hong Kong–admitted lawyer who has helped more than 400 companies enter and operate in the Chinese market.Richard brings decades of experience advising international businesses across sectors, including agribusiness, manufacturing, healthcare, technology, sports, and education. His work spans China market entry, international trade, strategic alliances and joint ventures, IP licensing, and compliance—making him a trusted advisor for brands navigating the complexities of doing business in China.The conversation focuses on the realities of manufacturing and sourcing in China today: what has changed, what remains misunderstood, and how brands can protect themselves while still capturing the advantages of China's manufacturing ecosystem.Discussion PointsRichard's personal journey into China and how his legal career evolved alongside China's opening and globalizationThe types of companies and industries he most commonly supports todayThe most common challenges foreign brands face when manufacturing or sourcing in China—and how

In Part 2 of our conversation with Professor Lizhi Liu, we shift from the origins of China's e-commerce boom to the competitive dynamics shaping its present—and its future.Lizhi breaks down how major platforms like Taobao/Tmall, JD, and Pinduoduo have shaped institutional innovation through intense competition, and what their strategies reveal about China's digital governance model. We discuss the globalization of Chinese platforms, the role of mega-shopping festivals like Singles' Day, and the evolution of social commerce as short-video platforms transform product discovery and purchasing behavior.We also explore how China's digital ecosystem may evolve over the next decade—and the one key lesson Lizhi hopes global audiences take away from her book.Listeners interested in cross-border commerce, platform governance, or the future of China's digital market will find this second installment packed with insights.Discussion Points (Part 2):How platform competition among Alibaba, JD, and Pinduoduo shaped China's e-commerce institutionsChina's growing presence in global e-commerce and the rise of cross-border sellersSingles' Day as a political-economic phenomenon, and whether these mega-festivals still matterThe evolution and significance of social commerce in ChinaPredictions for the next stage of China's e-commerce developmentThe key takeaway Lizhi hopes readers remember from From Click to Boom

In this first installment of our two-part conversation with Professor Lizhi Liu, Todd sits down with one of the leading scholars shaping global understanding of China's digital economy. Lizhi's award-winning book, From Click to Boom, explores how political institutions and digital platforms co-evolved to fuel the world's most sophisticated e-commerce ecosystem.In this episode, Lizhi walks us through her academic journey, what sparked her interest in the political economy of tech, and the research that shaped her landmark book. She explains the scale and speed of China's e-commerce boom, the institutional innovations that enabled it—from digital payments to logistics networks—and the profound social transformations that followed. We also take a deep dive into the rise of “Taobao Villages,” exploring how rural communities leveraged online commerce to reshape livelihoods and migration patterns.Listeners will come away with a deeper understanding of how China built the most advanced e-commerce market in the world—and why similar growth hasn't taken place in Western economies.Discussion Points (Part 1):Lizhi's academic background and path into studying the political economy of Chinese techWhat led to the research behind From Click to BoomThe global scale of China's e-commerce market and how it compares to the WestFoundational institutions that unlocked China's e-commerce growth: payments, logistics, governance mechanismsBroader social and economic impacts of digital commerce, including rural revitalizationThe rise and significance of Taobao Villages

In this episode of The Negotiation, host Todd Embley sits down with Elysia Guo, a rising voice in China's influencer economy and an entrepreneur who has built a unique career at the intersection of strategy, creativity, and digital influence.Elysia shares her journey from a strategy consultant to becoming a full-time content creator and brand collaborator, offering an inside look into China's fast-moving social marketing landscape. She discusses how she built her online presence, what brands look for when working with influencers, and what differentiates China's major social platforms such as Douyin, Xiaohongshu, and WeChat.The conversation also explores the latest lifestyle and consumer trends shaping spending behavior among Chinese Gen Z and millennials, as well as actionable advice for international brands aiming to make an impact in China's complex and competitive digital space.Discussion Points:·       Elysia's career journey from consulting to entrepreneurship and influencer marketing·       The current job market for young professionals in China·       How influencers like Elysia collaborate with brands and what they look for in partnerships·       The most effective marketing strategies for brands in China's digital ecosystem·       Differences between major platforms: Douyin, Xiaohongshu, and WeChat·       Why Xiaohongshu stands out as a hub for product discovery and brand storytelling·       Emerging lifestyle and consumption trends among Chinese consumers·       Advice for international brands entering or expanding in China

In this episode of The Negotiation, host Todd Embley welcomes back Olivia Plotnick, Founder of Wai Social and one of the most insightful voices on Chinese consumer culture and digital marketing.Olivia recently embarked on a remarkable journey across 32 cities in China over 60 days, immersing herself in the country's diverse regional cultures and uncovering how people live, shop, and connect with brands today. From Tier 1 cities like Shanghai and Beijing to emerging urban centers, Olivia shares her firsthand observations of the evolving Chinese consumer landscape — revealing both common threads and striking regional contrasts.The conversation explores the resurgence of offline retail, the growing influence of local brands, and what international businesses can learn from how China's next generation of consumers engage with products, experiences, and storytelling. Olivia also reflects on her favorite moments from the road and offers advice for brands and travelers alike seeking an elevated understanding of today's modern China. Enjoy!Discussion Points:·       What inspired Olivia's 60-day, 32-city journey across China·       High-level takeaways about Chinese consumer trends and culture·       Differences in consumer behavior between major cities and emerging markets·       How offline retail and experience-driven shopping are evolving·       Insights into how Chinese and international brands connect differently with consumers·       What the trip revealed about the next generation of Chinese shoppers·       Stories and standout moments from her travels·       Olivia's personal recommendations for cities to visit in China

Welcome to Omni Talk's Retail Daily Minute, sponsored by Mirakl. In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:Starbucks sells 60% stake in its China operations to Boyu Capital for $4 billion, retaining 40% ownership while partnering to operate nearly 8,000 stores.Amazon sues Perplexity AI to stop the startup's Comet browser agent from making purchases on its platform, setting up a precedent-setting legal battle over the reach of agentic AI in e-commerce.U.S. retailers scramble as penny production halts under Trump's directive, forcing stores to round cash transactions amid lack of federal guidance and conflicting state laws on exact change.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights. Be careful out there!

又是一期紧急放送，又是星巴克的新闻，足以说明这家公司在过去几年里波折不断。11月4日早上，星巴克宣布了出售中国区业务的新闻，不是全盘抛售，而是要与博裕资本成立一家新的合资公司、共同治理。新公司的整体估值为40亿美元，而星巴克在新公司中的股权只有4成。关于星巴克中国所面临的市场环境和竞争，短期和长期的讨论都非常丰富充分了。所以本期节目，我们想从官方披露中的几个要点，结合星巴克的财报和运营数据，来看看这究竟是不是一个好交易、以及规划中的未来是否可期。初步的结论是悲观的：中国区又被套上了门店和业绩高速增长的双重目标。总有人幻想星巴克能在中国复刻它在北美的成功，但许愿和现实之间的距离也可能越来越远。| 主播 |肖文杰、约小亚| 时间轴 |02:06 如何理解星巴克中国40亿美元的新估值？07:10 如何理解130亿美元的“长期价值”？14:31 星巴克中国与星巴克北美有多大差别？22:23 博裕资本在消费领域经验如何？26:06 星巴克的CEO过去一年在忙什么？| 延伸资料 |Starbucks and Boyu Announce Joint Venture for the Next Chapter of Growth in ChinaVol.172 紧急放送：星巴克“棘手的遗产”Starbucks Quarterly ResultsMcDonald's gets bids for China, HK stores sale in up to $3 billion dealMcDonald's Sells Control of China Business to Citic, CarlyleAgreements between AmRest and Starbucks concerning the development in the Slovak Republic《商业就是这样》鼓起勇气开设听友群啦。欢迎添加节目同名微信，加入听友群，一起讨论有意思的商业现象。微信号：thatisbiz为了营造更好的讨论环境，我们准备了两个小问题，请在添加微信后回答：1，你最喜欢《商业就是这样》的哪期节目？为什么？2，你希望听到《商业就是这样》聊哪个话题？期待与你交流！| 后期制作 |刘大哭| 声音设计 |刘三菜| 收听方式 |你可以通过小宇宙、苹果播客、Spotify、喜马拉雅、网易云音乐、QQ 音乐、荔枝、豆瓣等平台收听节目。| 认识我们 |微信公众号：第一财经 YiMagazine联系我们：thatisbiz@yicai.com

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US coffee chain Starbucks has announced it is forming a joint venture with asset management firm Boyu Capital in China, where the latter will hold a 60 percent stake in the company's local business. China is Starbucks' second-largest market globally and it has recently been struggling with increased competition from local rivals like Luckin Coffee. Also in this edition, we look at OpenAI's blockbuster $38 billion deal with Amazon's cloud services unit.

In this episode of The Negotiation, host Todd Embley welcomes back Crystal Tai. Crystal is a journalist, cultural strategy researcher, and Managing Partner at Nüora Global Advisors. Formerly Senior Managing Editor at Jing Daily, her work explores how changing values + consumer behaviors, and social movements shape business trends and global markets. In this episode, Crystal shares her insights on the latest developments in China's sportswear and athleisure markets, including the ongoing popularity of Lululemon, the rise of niche sports labels, and emerging winterwear trends as the season approaches. She also provides an update on Chinese travel patterns in the post-COVID era, assesses overall consumer sentiment, and offers her take on Starbucks' challenges in the Chinese market.As always, Crystal brings her sharp reporting and deep understanding of Chinese consumer culture to the conversation—plus, a light-hearted discussion on Taylor Swift's engagement and its reception among Chinese fans. Enjoy! What You'll Learn in This Episode:·       How Lululemon continues to perform in China and key takeaways from its recent Q2 report.·       The rise of niche sports brands and new trends in the sports and athleisure market.·       Winterwear and winter sports trends to watch as the season kicks off.·       Post-COVID travel patterns and evolving consumer behaviors in China.·       Current Chinese consumer sentiment and what it means for global brands.·       Starbucks' challenges in China and whether the brand can bounce back.·       A fun look at celebrity news—Taylor Swift's engagement—and its impact in China.

In this episode of The Negotiation, host Todd Embley sits down with David Perez-Des Rosiers, Director of the Beijing Chapter of the Canada-China Business Council (CCBC).The CCBC has been a cornerstone of Canada–China business relations for over four decades, supporting Canadian enterprises as they navigate opportunities and challenges in China. David shares his perspective on the chamber's work, its advocacy efforts, and the evolving landscape of bilateral trade and investment.The conversation also touches on the current state of Canada–China relations, recent provincial-level engagement such as Saskatchewan's trade mission to China, and the sectors where Canadian businesses are finding the strongest opportunities. David also previews CCBC's upcoming AGM, an important gathering for business leaders and policymakers to exchange ideas and chart the path forward.Whether you're a Canadian business eyeing China, a policymaker, or simply someone interested in international trade, this episode provides practical insights into one of Canada's most important commercial relationships.Discussion PointsDavid's role as Director of the CCBC Beijing ChapterThe role and mandate of the CCBC in Canada–China tradeServices and support offered to Canadian companies in ChinaRecent CCBC advocacy efforts and policy recommendations to OttawaThe state of Canada–China relations and signals from recent developmentsReflections on the Saskatchewan delegation's visit to ChinaTop opportunities for Canadian businesses in China todaySectors where Canada has strong positioning (agriculture, energy, consumer goods, services)Preview of the CCBC's upcoming AGM and its significanceAdvice for Canadian businesses navigating China's market today

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In this episode of The Negotiation, we are joined by Nicole Lin, Business Development Country Manager at Tmall Global. This conversation comes ahead of the China Cross-Border Summit in Los Angeles on October 16, 2025, co-hosted by WPIC and Tmall Global.Nicole shares how Tmall Global is helping brands of all sizes access China's enormous consumer market without requiring a local entity, explaining how bonded zones, logistics, and social commerce integrations make market entry seamless. She discusses the consumer-first philosophy at Alibaba, the latest trends driving growth on Tmall Global, and which categories—like beauty, wellness, supplements, premium food, and pet care—are seeing the biggest lift.The episode also covers how international brands can localize, stand out, and succeed in China's fast-paced digital landscape, plus a preview of what to expect at October's summit in LA.Discussion PointsWhat brands can expect at the China Cross-Border Summit in Los Angeles this OctoberWhat makes Tmall Global different from domestic e-commerce platformsHow Chinese consumers discover and engage with brands in cross-border channelsWhy now is the right time for U.S. brands to enter the China marketThe top-performing consumer categories on Tmall Global in 2025Key lifestyle trends shaping China's demand for international productsLessons from over 46,000 global brands already selling on Tmall GlobalHow Alibaba helps brands localize through data, branding, livestreaming, and KOLsPractical first steps for brands that want to break into China

In this episode of The Negotiation, we welcome Emmanuel Poupelle, WPIC Marketing + Technologies' Director of Growth for Europe, to explore how European lifestyle and health brands can succeed in China's fast-changing consumer landscape. Originally recorded as a webinar, there were so many incredible insights brought to the discussion that we felt it was well worth publishing as a podcast as well.Drawing on his extensive experience advising international brands, Emmanuel explains why China's evolving demographics, shifting consumption priorities, and increasing demand for premium lifestyle products have created a major growth opportunity. We discuss why Xiaohongshu (RED) is essential for discovery and influence, how Chinese consumers evaluate value and quality, and why European “heritage” brands still hold strong appeal.From health supplements and personal care to mental wellness and outdoor products, Emmanuel walks through the most promising categories—and why brands need to lead with storytelling, lifestyle positioning, and an integrated service model to win in China. Enjoy!Discussion PointsWhat's changing in China's consumer landscape—and why this matters for European brandsThe growing influence of Chinese outbound travellers and Xiaohongshu (RED)Why lifestyle positioning and heritage storytelling are key to market entry successWhich health and wellness categories are gaining the most tractionHow services, co-branding, and social commerce strategies can complement product launchesTiming your entry: why summer is ideal for lifestyle and travel-linked brandsWhere opportunities remain wide open: supplements, clean beauty, mental wellness

In this episode of The Negotiation, we speak with Clementine Pippa Ebel, a cultural strategist and expert on China's rapidly growing outdoor sports market. Clementine works for KAILAS, one of China's top domestic outdoor gear brands, and brings unique insight into how Chinese consumers are embracing trail running, hiking, camping, and the broader Gorpcore lifestyle.We explore how outdoor culture is evolving across China—from elite ultra-marathon events to the growth of beginner-friendly running clubs in second- and third-tier cities. Clementine also explains what makes Chinese outdoor consumers unique, how Western brands can enter this space authentically, and the key regional nuances shaping demand.We also explore the impact of digital communities, livestreaming, and Xiaohongshu on shaping outdoor trends—and why this space represents one of the most exciting opportunities in China's consumer market today.Whether you're an outdoor brand eyeing expansion into China or simply curious about cultural shifts in the region, this is a must-listen conversation.Discussion Points:·       Clementine's journey from branding and cultural strategy to the world of outdoor sports in China·       The growth of trail running and ultramarathons across Chinese regions·       Why outdoor sports are resonating with young, urban Chinese consumers·       The role of KAILAS and other local brands in shaping the market·       Regional trends and the influence of nature tourism on demand·       How community-driven platforms like Xiaohongshu are fueling outdoor enthusiasm·       Gorpcore fashion: from function to street style in Chinese cities·       What Western outdoor brands need to know to localize effectively·       The intersection of sustainability, wellness, and outdoor consumerism·       Clementine's outlook on what's next in China's outdoor and adventure economy

In Part 2 of our interview with EIU economist Tianchen Xu, we turn our focus to the Chinese consumer. Is spending recovering? What's happening in the housing market? And are the big headline sales events like 618 masking deeper issues in consumer confidence?Tianchen walks us through the mixed signals emerging from China's domestic economy, from retail sales rebounds to the drag of the property sector. He also explains the broader social and psychological drivers behind current consumption behavior and what he expects for the rest of the year.Discussion Points:The rebound in retail sales and why it may not reflect deep consumer confidenceHow the housing slowdown continues to weigh on economic psychologyThe role of savings, youth unemployment, and pandemic aftershocksLocal government infrastructure spending vs. private consumption as growth driversWhy we shouldn't expect a “bazooka” of stimulus—and what slow, steady support may look like

00:00 Intro01:08 Wells Fargo Banker Exit Ban Renews China Business Fears03:05 U.S. State Department Warns About China's Exit Ban03:50 USDA Fires 70 Foreign Contract Researchers04:13 Microsoft Faces Scrutiny Over Chinese Engineers05:36 Chinese Bids on Panama Canal Ports Draw U.S. Scrutiny07:06 U.S., Panama Train to Defend Canal From China Threats08:25 Concern of U.S. Dependence on China for Drone Tech11:49 Germany Reacts to U.S. Pivot to Asia14:22 Taiwan's VP Says Island Not Seeking Conflict With China15:21 China-Linked Hackers Target Semiconductor Industry16:22 U.S. Asks Allies About Their Role in Defense of Taiwan

EshallGo Inc. (NasdaqCM: EHGO) is redefining office tech in China, leading the market in office supply sales, leasing, and integrated service solutions. In this exclusive interview with Director and President Johnny Wu, we explore the key drivers behind EshallGo's market leadership, including strategic investments in proprietary ERP (Enterprise Resource Planning) and cloud platforms, a diversified revenue model, and ambitious plans for international expansion.Get a closer look at one of China's leading tech-driven office service providers by watching the full interview.Learn more about EshallGo: http://eshallgo.comVisit their investor relations site: http://ir.eshallgo.comWatch the full YouTube interview here: https://youtu.be/jg5_0RDUUrgAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

EshallGo Inc. (NasdaqCM: EHGO) is redefining office tech in China, leading the market in office supply sales, leasing, and integrated service solutions. In this exclusive interview with Director and President Johnny Wu, we explore the key drivers behind EshallGo's market leadership, including strategic investments in proprietary ERP (Enterprise Resource Planning) and cloud platforms, a diversified revenue model, and ambitious plans for international expansion.Get a closer look at one of China's leading tech-driven office service providers by watching the full interview.Learn more about EshallGo: http://eshallgo.comVisit their investor relations site: http://ir.eshallgo.comWatch the full YouTube interview here: https://youtu.be/jg5_0RDUUrgAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

In Part 1 of our conversation with Tianchen Xu, Senior Economist at The Economist Intelligence Unit, we dig into China's macro performance in the first half of 2025—and what the future may hold. Tianchen analyzes Q1's headline 5.4% growth, discusses why the London trade truce between the US and China matters, and highlights what Western media narratives often miss when reporting on China's economy.We also explore how resilient China's economy really is in the face of renewed US tariffs, whether the truce will hold, and how all of this impacts international brands and investor sentiment. For anyone navigating China's economic landscape in 2025, this episode offers a level-headed, data-driven perspective.Discussion Points:Why Q1 2025's 5.4% GDP growth may be more complicated than it looksThe London US-China tariff agreement: what it covers and what could unravelHow China's supply chain reconfiguration may insulate it from future tariff shocksWhat Western media gets wrong about China's macro fundamentalsThe role of state-led investment and policy buffers in maintaining growth momentum

Carl Quintanilla, Sara Eisen and David Faber discussed the markets aiming to continue yesterday's massive rebound. They also brought in CNBC reporter Steve Kovach to discuss Apple's China strategy with the iPhone maker struggling to boost sales overseas. Later in the show, CEA Chair Stephen Miran joined the program to discuss this morning's consumer confidence data, as well as the economic impact of the April 2 tariffs. CNBC's Eamon Javers also reported on the latest headlines out of Washington D.C., a day after a journalist was included in an encrypted group chat that discussed military operations. Squawk on the Street Disclaimer