topics
articles and short takes on strategy.
published in jing daily · by marc-olivier arnold
brands once made malls desirable. now some are borrowing the appeal of the street.
4 november 2026read →
published in jing daily · by angelito tan
weak confidence and years of price rises explain part of it. the harder question is what wealthy customers are now choosing to spend on instead.
20 october 2026read →
meetings may matter less for policy than for the assumptions they change.
13 october 2026read →
· by angelito tan
S-Tron China was a reminder that expansion still depends on being there — meeting people, building trust and understanding the small local habits that shape how products are actually used.
22 september 2026read →
three decades of making the world’s products taught chinese companies everything except how to be wanted. that, not supply chains, now decides who travels well.
Where China's premium consumer chooses to spend their time can reveal what is starting to matter before the data does.
17 september 2026read →
why abundant consumer data rarely settles anything, and the one question brands should ask before commissioning another market study.
15 september 2026read →
· by marc-olivier arnold
China is not necessarily becoming harder for brands—it is becoming faster at exposing what lacks real meaning.
12 august 2026read →