HeyJaredwho what wai
Your window into what's really happening in China — consumer culture, rising Chinese brands, retail innovation, and street-level signals. With a few hot takes thrown in.
- Indexed issues, last 90 days
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- Sep 28, 2026
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- Jul 12, 2026
Latest issues
Overcapacity — Notes from China [008] (opens the original)
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I write about China consumer & retail trends and the factors that shape those trends. This weekly series is a collection of my media diet and snippets of what life on the ground in China looks and sounds like from someone living there. 👋🏼 If you’re new to this series, see past articles here. This edition is late! I wanted to include the latest episode of Baiguan Radio and let you know Overcapacity will be taking a Golden Week break. If you’re taking one too, enjoy yourself!
Overcapacity — Notes from China [007] (opens the original)
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👋🏼 If you’re new to this series, see past articles here. I write about China consumer & retail trends and the factors that shape them. This weekly series is a collection of my media diet and snippets of what life on the ground in China looks and sounds like from someone who lives here. Shameless self-promotion first — catch up on this recent episode of Baiguan Radio with and me, breaking down our thoughts on the latest news from China.<str
Overcapacity — Notes from China [006] (opens the original)
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This week is heavy on the photos! Reminder that you may need to view this post outside of your email due to length. I took a trip to Hangzhou for Taobao’s annual Uglies Awards — where they select the ugliest things on the e-commerce platform and, for the second year, curate items in an exhibition open to the public. I also took the chance to visit a few very cool retail spots and drooled over lots of local brands. * If you’re new to this series, start here. 🧠 What got
Overcapacity — Notes from China [005] (opens the original)
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Hi there! 👋🏼 If you’re new, start here. 🧠 What got me thinkingLatest episode from Radio is out. , Steven, and I discuss Alibaba’s equity raise and what it signals for the broader market + China’s new support plan for Chinese companies going global + more. | China’s Rare Earths Duopoly</s
Overcapacity — Notes from China [004] (opens the original)
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Hi there! 👋🏼 If you’re new, start here. Otherwise, I hope you’ve been enjoying this series so far. Still figuring out how to make this labor of love less labor and more love. As always, feedback is welcome 📭. 🧠 What got me thinkingOn energy and computeWhen I close my eyes and resurface the most memorable scenes from my extensive travels across China over the past year, I picture the vast swaths of land in
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