China is in the midst of an early-stage branding supercycle that will cause many new boats to rise as the world embraces Chinese brands
Call them China’s Sputnik moments: DeepSeek. BYD and Xiaomi cars. A robot Olympics in Beijing. Huawei’s resurgence. And Labubu.
When the component inside becomes a name you ask for, you have crossed from cost advantage to brand advantage. This is a microcosm of the change happening in the Chinese business mindset more broadly.
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