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WHAT DO THESE TWO VIDEOS HAVE IN COMMON? Here are two screenshots of videos that have been making the rounds on LinkedIn in the last few weeks. What do they have in common? I can name a few things... substack.com/profile/6357...

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WHAT’S BREWING IN CHINA’S COFFEE WAR? Never a dull moment in China's coffee sector ... substack.com/@techbuzzchi...

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WILL A CHINESE PLAYER BUY A STAKE IN STARBUCKS CHINA? China Resources Group and Meituan have joined the bidding for a stake in Starbucks' China business. Allegedly, Starbucks wants to add a strategic partner or start a franchise cooperation before the end of 2025. substack.com/@techbuzzchi...

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ALIBABA REMEMBERS WHO ITS PRIMARY CUSTOMERS ARE After years of price wars and consumer downgrading, Alibaba has realised its real strength lies in merchants' branded goods. These merchants have struggled with a lack of repeat purchases, traffic, and profits. substack.com/@techbuzzchi...

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FROM ONLINE BACK TO OFFLINE – WHEN LIVE COMMERCE REACHES ‘INVOLUTION’ The next phase of Chinese e-commerce? substack.com/@techbuzzchi...

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WILL ALIBABA'S HEMA (FRESHIPPO) COME TO YOUR COUNTRY? Will we see the funny blue hippo somewhere in your country in the near future? Is it another Chinese retail player you should be aware of? substack.com/@techbuzzchi...

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Life expectancy with EU added

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n our third and last TikTok Shop update on Tech Buzz China we’re taking a deep dive into why live commerce is underperforming. We also closely examine all of TikTok Shop's operational models for e-commerce. techbuzzchina.substack.com/p/tiktok-sho...

submitted 11 days ago • 0 comments

DOUYIN'S 2024 E-COMMERCE RESULTS While TikTok Shop is still working hard to replicate the success of live commerce in Western markets (see our latest Tech Buzz China report), it's worth keeping an eye on Bytedance's performance in its home market. More here: www.linkedin.com/posts/edsand...

submitted 12 days ago • 0 comments

The past months, I analysed >25 expert interviews and tens of media articles tracking the development of TikTok Shop. Today, we close this Tech Buzz China series with a look at its operational models and the progress (or lack thereof) of live commerce. techbuzzchina.substack.com/p/tiktok-sho...

submitted 13 days ago • 0 comments

TIKTOK SHOP'S PLANS FOR 2025 TikTok Shop has much buzz, especially in Europe, where it is launching in several countries. On the other hand, TikTok missed its e-commerce GMV targets. Yesterday, Latepost shed some light on the platform's plans for 2025. A summary: www.linkedin.com/posts/edsand...

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WHEN AVERSION BECOMES RISKY DISINTEREST Last week, I came across this chart. It shows how the media sentiment towards China has changed in the past years. One thing stands out: The Netherlands. Read more: www.linkedin.com/posts/edsand...

submitted 16 days ago • 1 comment

De volledige podcast kan je hier terugvinden bit.ly/teamretail-t... bit.ly/teamretail-t... bit.ly/teamretail-t...

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TIKTOK SHOP AND LIVE COMMERCE .... LET'S PUT THINGS IN PERSPECTIVE TikTok Shop has come to Europe, and social commerce agencies are coming out of the woodwork to tell you how enormous live commerce will be 'because it is huge in China'. Well, hold it right there! www.linkedin.com/posts/edsand...

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TIKTOK SHOP UPDATE - PART 2: OUT OF ASIA How is TikTok Shop doing in the US, UK and Europe? This week, we will examine how TikTok Shop has fared since its launch in the US in September 2022 and how it has recently launched in Spain and Ireland. open.substack.com/pub/techbuzz...

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In de laatste alinea houd ik onszelf even een spiegel voor ... Zware sancties voor Chinese webshops? 'Desnoods webwinkels op zwart zetten' www.nporadio1.nl/nieuws/econo...

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Zojuist in de uitzending bij Spraakmakers op Radio 1. Waarom zijn Chinese webshops zo goedkoop? www.linkedin.com/posts/edsand...

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Will tariffs and cancellation of de minimus hurt Temu? A section from our Temu Watch#6 report is now available to read. www.linkedin.com/pulse/tariff...

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"All of the comments shown on screen were positive reviews." Shots Fired at Bilibili’s “Prefab Bullet-Screen Comments” for Spring Festival Gala chinadigitaltimes.net/2025/02/tran...

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In the first of three Tech Buzz China reports on TikTok Shop we look at the developments of the e-commerce platform in Southeast Asia. How well can Bytedance replicate its e-commerce success in the region? techbuzzchina.substack.com/p/tiktok-sho...

submitted 28 days ago • 0 comments

Regarding all the complaints about DeepSeek ... We are dealing with cognitive dissonance, in which we refuse to admit to ourselves what Eric Schmidt, the former Google CEO, realised long ago and shared in an interview in June 2020. I'm just going to leave the short clip out here for you...

submitted 29 days ago • 0 comments

One of the most worrisome results of the 'TikTok Refugees' trend is that both sides, the US and China, get a view of each other's lives that is far from representative and nuanced. This is an excellent essay that describes the phenomenon. chinadigitaltimes.net/2025/01/on-x...

submitted 30 days ago • 0 comments

1/ Why does the U.S. seem to be caught off guard so often by what China or Chinese companies accomplish? Here’s an off-the-top-of-my head thread unpacking some reasons—structural, cultural, and epistemological—for this recurring phenomenon.

submitted 31 days ago • 2 comments

Xiaohongshu? RED? REDnote? rednote? Enough already! We’re answering some burning questions about Xiaohongshu’s internationalisation and the appearance of ‘rednote’. The split personality of Rednote and Xiaohongshu techbuzzchina.substack.com/p/the-split-...

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Nog een paar plekken beschikbaar! #GCKQ2025 leidenasiacentre.nl/event/de-gro...

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COMMUNITY GROUP BUYING IS DECLINING CGB shrank by 21% in 2024 and seems to be slowly dying. Warehouse facilities, suppliers, and group leaders have been pulling out. Consumers are using it less frequently. What’s going on? www.linkedin.com/posts/edsand...

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Our 2025 China Retail Innovation Study Tours with open registration. Registration for the Dutch group ends February 13th. www.youtube.com/watch?v=ZX1u...

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TIKTOK SHOP WILL DOUBLE DOWN ON EUROPE Now TikTok will probably disappear in the US there is no doubts that it will double down on launching TikTok Shop in Europe. If you are a brand, in retail or e-commerce in Europe: be prepared! Here's a road map that can help. www.linkedin.com/posts/edsand...

submitted 40 days ago • 0 comments