Tanner Brown
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Writer on China, US-China, Asia // Lost child of the Enlightenment.
Articles by Tanner Brown
China’s hottest stocks these days have one thing in common: names that sound like sheep
Shares of fish processors, lighting manufacturers and appliance makers have soared ahead of the Year of the Sheep. Investor appetite has had little to do with the status of their businesses. Nov. 14, 2026, 7:00 a.m. ET Shopping in advance of the last Year of the Sheep — which began on Feb. 19, 2015 — at a market in Lin’an, Zhejiang Province. Photo: Agence France-Presse/Getty Image On Nov.
China's hottest stocks these days have one thing in common: names that sound like sheep
On Nov. 3, shares of Septwolves, a Chinese menswear company, jumped 10% — the maximum allowed in a single day — for the second straight session. Business wasn't suddenly booming. Traders had simply discovered a new reason to buy the stock : Wolves eat sheep. And, with the Year of the Sheep approaching, sheep were suddenly a big deal in China's stock market.
字节跳动旗下“豆包”正与旅游预订网站抢生意，也盯上了你的钱包
面对既能聊又高效的AI旅游“管家”，中国消费者有充分理由心存疑问：它们背后是否另有盘算？ 对于夏末与父母同游青岛时的住宿，Tang Hong有着相当具体的要求。酒店必须安静，每晚价格在人民币400元左右（约合56美元），还要离海边足够近，能散步过去。如果打车也方便就更好了。 通常，她会花大量时间比较房源、阅读评价和查看地图。这一次，她把自己的需求告诉了中国AI聊天机器人豆包(Doubao)，让它帮忙缩小选择范围。她说，筛选结果令她满意。 Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8 立即订阅 热门文章 热门视频
TikTok parent ByteDance’s chatbot is now giving travel-booking sites a run for their money. And yours.
A possible DoorDash-Instacart deal is all about keeping up with Walmart and Amazon, analysts say
China Is Paying People to Shop. It’s a Boom for Tech.
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China Is Paying People to Shop. It’s a Boom for Tech.
1:15 4 hours ago Iraq estimates 60 bln USD losses from U.S.-Iran conflict. StringersHub • 4h Shotlist Baghdad, Iraq - Oct 2026 (CGTN - No access Chinese mainland) 1. Iraqi national flag, traffic 2. Various of traffic Tehran, Iran - Aug 24, 2026 (CCTV - No access Chinese mainland/Israel Media/Al-Arabiya/Persian language TV Stations outside Iran. Strictly No Access BBC Persian/VOA Persian/Manoto TV/Iran International/Radio Farda) 3. Various of Iranian national flag, traffic 4.
Chinese savers want to invest in US stocks. Now there's an easier way.
Chinese savers who want a piece of Nvidia stock no longer necessarily need an offshore brokerage account. Increasingly, they can buy it through a fund approved by Beijing. That distinction is becoming important as China's households search for somewhere to put the cash they accumulated during the property bust.
Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China.
Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China.
How the Rebrand of China's Viral 'Are You Dead App?' Is Making Millions — Barrons.com
How the Rebrand of China's Viral 'Are You Dead App?' Is Making Millions — Barrons.com China's viral "Are You Dead?" app disappeared almost as quickly as it appeared. Now it is back-with a friendlier name, venture funding and a giant new market: China's elderly. The app became an internet sensation in January by addressing an uncomfortable question for China's growing population of people living alone: If something happened to me, how long would it take anyone to notice? Its solution was simple.
China's new baby bonus is boosting premium brands
China spent decades trying to limit the number of babies its citizens had. Now Beijing is sending new parents cash. More than 25 million infants and toddlers have received China's 2026 child-care subsidy, a tax-free payment of 3,600 yuan, or about $530, a year for every child under three. Another roughly 24 million children have benefited from a policy eliminating child-care and education fees for the final year of kindergarten.
China's New Baby Bonus Is Boosting Premium Brands — Barrons.com
China spent decades trying to limit the number of babies its citizens had. Now Beijing is sending new parents cash. More than 25 million infants and toddlers have received China's 2026 child-care subsidy, a tax-free payment of 3,600 yuan, or about $530, a year for every child under three. Another roughly 24 million children have benefited from a policy eliminating child-care and education fees for the final year of kindergarten.
China is quietly bracing for AI's social costs
China has spent years telling companies to put artificial intelligence to work. Now Beijing is preparing for the possibility that some of those workers will no longer be needed. At some Chinese technology companies, managers are tracking employees' use of AI and incorporating the numbers into performance reviews. Elsewhere, companies are cutting contractors, hiring fewer graduates, or shrinking production teams as AI takes over work once done by people. So far, the cuts have generally been quiet.
China Is Quietly Bracing for AI's Social Costs — Barrons.com
China has spent years telling companies to put artificial intelligence to work. Now Beijing is preparing for the possibility that some of those workers will no longer be needed. At some Chinese technology companies, managers are tracking employees' use of AI and incorporating the numbers into performance reviews. Elsewhere, companies are cutting contractors, hiring fewer graduates, or shrinking production teams as AI takes over work once done by people. So far, the cuts have generally been quiet.
How China's AI policies avoid painful past tech crackdowns
Chinese investors learned a painful lesson in 2021: Beijing can tolerate a booming technology business until it decides the social costs have become too high. Videogames were one example. Chinese authorities had worried for years about addiction among children, gradually tightening restrictions before imposing a dramatic limit in 2021: most minors could play for just one hour on Fridays, Saturdays, Sundays and public holidays.
How China’s AI policies avoid painful past tech crackdowns
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How China's AI Policies Avoid Painful Past Tech Crackdowns — Barrons.com
Chinese investors learned a painful lesson in 2021: Beijing can tolerate a booming technology business until it decides the social costs have become too high. Videogames were one example. Chinese authorities had worried for years about addiction among children, gradually tightening restrictions before imposing a dramatic limit in 2021: most minors could play for just one hour on Fridays, Saturdays, Sundays and public holidays.
Developer Evergrande is gone. China's property crisis isn't.
Evergrande is gone from the stock market. Its founder may spend the rest of his life in prison. The apartments are another matter. China has spent five years trying to clean up the wreckage of its property bust, including finishing homes that buyers paid for before developers ran out of money. Government programs had helped deliver about 7.5 million presold homes by the end of 2025, according to the World Bank.
Developer Evergrande Is Gone. China’s Property Crisis Isn’t.
Evergrande is gone from the stock market. Its founder may spend the rest of his life in prison. The apartments are another matter. Copyright © Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Developer Evergrande Is Gone. China's Property Crisis Isn't. — Barrons.com
Evergrande is gone from the stock market. Its founder may spend the rest of his life in prison. The apartments are another matter. China has spent five years trying to clean up the wreckage of its property bust, including finishing homes that buyers paid for before developers ran out of money. Government programs had helped deliver about 7.5 million presold homes by the end of 2025, according to the World Bank.
中国年轻人热衷“以租代买”，政府促进消费或遇新挑战
今年春天，中国大学生Yanli Wang要去太原游玩三天，她想用比手机更好的设备来拍照。 她本可以花人民币3,000多元（约合420美元）买一台大疆(DJI) Pocket 3相机。但她改为花人民币65元（不到10美元）租了一台，并在旅行结束后归还。 Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Test driving that drone or just renting? Why the Chinese government needs to know.
For a three-day trip to Taiyuan this spring, a Chinese college student named Yanli Wang wanted something better than her phone for photos. She could have spent more than 3,000 yuan, or about $420, on a DJI Pocket 3 camera. Instead, she rented one for 65 yuan — less than $10 — and returned it when the trip was over. “Everyone complimented my photography skills,” she reported.
華爾街日報》中國下一個經濟雄心：成為穆斯林世界的「超級工廠」 | Tanner Brown | 新聞
中國城市義烏向來以向全球供應廉價商品而聞名。如今在義烏的批發市場裡，買家能找到禮拜毯、《古蘭經》架、穆斯林服飾、齋月燈籠和新月形裝飾品。 許多商品都可以根據大宗買家的需求進行訂製、重新包裝和貼牌。 這些產品折射出一個規模大得多的商業市場。在成為全球領先的太陽能電池板、電子產品和電動汽車生產國之後，中國目前正穩步開拓面向穆斯林消費者的商品市場。 訂閱《風傳媒 × 華爾街日報》VVIP，限量贈 Tokuyo 智慧體脂計 TM-420（市價 NT$6,980） ☛ 立即訂閱，享限量好禮｜送完為止 根據研究公司DinarStandard的最新可用數據，2023年中國向伊斯蘭合作組織（Organization of Islamic Cooperation）的57個成員國出口了價值325億美元的清真相關食品、服裝、藥品、化妝品和其他產品。這一出口規模使中國超越印度和巴西，成為該組織最大的商品供應國。 根據DinarStandard最新的《全球伊斯蘭經濟現狀》（State of the Global Islamic...
China is moving fast on AI. It's also keeping it in line.
China has given its artificial-intelligence industry two instructions that might seem hard to reconcile: move fast, and stay inside the lines. Beijing wants AI woven through factories, hospitals, schools, consumer products and government. Its “AI Plus” initiative calls for the penetration rate of new-generation intelligent devices and AI agents to surpass 70% by 2027 and 90% by 2030. Chinese companies are spending heavily to make that happen.
China Is Moving Fast on AI. It's Also Keeping It in Line.
China has given its artificial-intelligence industry two instructions that might seem hard to reconcile: move fast, and stay inside the lines. Copyright © Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
中国下一个经济雄心：成为穆斯林世界的“超级工厂”
中国城市义乌向来以向全球供应廉价商品而闻名。如今在义乌的批发市场里，买家能找到礼拜毯、《古兰经》架、穆斯林服饰、斋月灯笼和新月形装饰品。 许多商品都可以根据大宗买家的需求进行定制、重新包装和贴牌。 Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
In the wholesale markets of Yiwu, the Chinese city known for supplying the world with inexpensive goods, buyers can find prayer rugs, Quran stands, modest clothing, Ramadan lanterns and crescent-shaped decorations. Many items can be customized, repackaged and branded for bulk buyers. The products offer a glimpse of a much bigger business. Having become the world’s leading producer of solar panels, electronics and electric vehicles, China is now gaining ground in goods aimed at Muslim consumers.
China's online sales used to be a big deal. Alibaba and others try to lure shoppers back.
China's online shopping festivals once felt like microcosms of financial markets. Shoppers waited for the right moment, compared prices across apps, watched livestreams, and stayed up to place orders at midnight. That sense of occasion is fading. China's biggest online summer sale—the so-called 618 festival—this year ended with little of the celebration that once accompanied the event.
Chinese memory chip giants line up for IPOs – How to seize investment opportunities
Author: Tanner Brown; Source: Barron's The largest IPO in the A-share market since 2010 is entering an excellent listing window: AI has triggered a shortage of memory chips, causing chip prices to soar, and this industry, known for its boom-bust cycles, is once again reaping huge profits. Changxin Memory Technologies (CXMT) plans to raise 57.9 billion yuan, approximately US$8.6 billion, on the Shanghai Stock Exchange's STAR Market.
China’s Memory Chip Giants Are Going Public. How to Play Them.
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China's memory chip giants are going public. How to play them.
Tanner Brown China's biggest initial public offering since 2010 arrives at an unusually favorable moment: AI has created a memory-chip shortage, prices are soaring, and an industry notorious for booms and busts is minting profits again. ChangXin Memory Technologies is expected to raise 57.9 billion yuan, or about $8.6 billion, in its Shanghai offering. If the overallotment option is fully exercised, the total could reach 66.7 billion yuan, or $9.8 billion.
China's weird new economic spark: Toy elves and robocops
By Tanner Brown Young Chinese aren't buying status symbols. They're spending money on things that make them feel something - anything. Labubu figures at a Pop Mart store in Shanghai. Young Chinese are boosting "emotional consumption." Labubu, a $4 billion toy, is outshining electric vehicles and semiconductors in China.
Labubu与机器人交警：中国经济新动能的两个缩影
上海一家泡泡玛特门店内的拉布布玩偶。中国年轻人正在推动“情绪消费”。 图片来源：AFP via Getty Images 一个长着大眼睛、尖耳朵和一排小尖牙的小精灵，不知怎的竟成了这十年最具代表性的消费品之一。Labubu（又称：拉布布）是总部位于北京的泡泡玛特(Pop Mart)销售的一款“丑萌”精灵，在2025年为该公司创造了约40亿美元的收入，推动其在香港上市的股票在一年内上涨超过125%。它还出现在蕾哈娜(Rihanna)、杜阿·利帕(Dua Lipa)和大坂直美(Naomi Osaka)的手袋上（大坂直美将她的定制版镶钻Labubu分别命名为“Andre Swagassi”和“Billie Jean Bling”）。 在去年10月的《财富》全球论坛(Fortune Global Forum)上，香港交易所行政总裁举起的不是半导体领域的一项突破性技术，也不是电动汽车领域的一个里程碑式成果，而是一个Labubu，将其作为中国新消费时代的标志性产品。 Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved.
China’s new economic drivers: a sad toy elf and a robot police force
A small, goggle-eyed creature with pointy ears and a mouthful of jagged teeth has somehow become one of the defining consumer products this decade.
China's new economic drivers: a sad toy elf and a robot police force
By Tanner Brown Squeezed by stagnant wages, young Chinese are spending billions to buy 'feelings' Labubu figures at a Pop Mart store in Shanghai. Young Chinese are boosting "emotional consumption." Labubu, a $4-billion toy, is outshining electric vehicles and semiconductors in China. Says one 24-year-old: "I already know what a new phone feels like." A small, goggle-eyed creature with pointy ears and a mouthful of jagged teeth has somehow become one of the defining consumer products this decade.
下一波中国冲击：比二手车还便宜的人形机器人
政企合作带来的可能不仅是更便宜的中国产品，还有更低廉的中国制造本身。 中国的下一轮出口冲击波可能不会装在集装箱里到来，而是可能直接走进工厂车间。 Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
China’s next export shock walks on two legs — and costs less than a used car
China’s next export shock may not arrive in a shipping container — it may walk onto the factory floor. For years, the world has worried about China flooding global markets with electric vehicles, solar panels, batteries, steel and consumer electronics. Now, Beijing is trying to industrialize something stranger: humanoid robots that can assemble parts, inspect products, move boxes and eventually take on some of the repetitive work still done by humans.
China's consumption revival may start with social safety net. These 3 sectors could benefit.
Tanner Brown Wu Jingliang, a human resources manager in Beijing, got a raise at the beginning of the year, and the first financial move her family made was to increase their monthly savings rate. “I don't dare spend, because I have a child. The child will need schooling later, and then there's marriage or buying a home—we definitely need to save up a sum of money for him,” she told Barron's in a phone interview.
海南曾被打造为中国购物天堂，现在北京希望它肩负更多
中国的购物天堂又有了新的使命。 2024年，海南免税消费支出下滑29.3%，这促使中国政府加大筹码，试图将海南变成税收优惠、零关税准入以及选择性经济开放的更大的试验田。 Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Hainan had one job for years: capturing domestic luxury-goods spending. Now China wants the island province to work harder.
After duty-free spending in Hainan fell 29.3% in 2024, Beijing raised the stakes by turning the island into a bigger test for tax breaks, tariff-free access and selective economic opening. For years, Hainan was supposed to solve a narrow but important problem for Beijing: how to keep more Chinese luxury spending at home.
China hits where the heart is. Pets, toys, and hobbies are the new economy.
Tanner Brown China's next consumer push is getting more personal. For years, Beijing's efforts to revive spending focused on familiar big-ticket categories like cars and appliances. Now officials are signaling something different. A recent policy plan to boost consumption is promoting “interest-based” spending in categories including pets, anime, and trendy toys. It's part of a broader shift toward building new demand engines as exports and investments lose some of their punch.
Taiwan’s Convenience Stores Are the New Service Hubs. 7-Eleven Is the Big Player.
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. Consumer March 21, 2026, 1:00 am EDT Add us on Google Choose Barron's as a preferred source of financial news Convenience stores in Taiwan aren’t just for snacks.
中国中产默默囤钱，或令全球经济失速
从账面上看，中国的中产阶级理应开始消费了。 储蓄额高企，银行存款不断增加，利率还在下降。种种迹象似乎都表明理应迎来一波消费热潮。 Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Instead of shopping they’re quietly stockpiling cash — ‘shadow saving’ — and it could short-circuit the global economy
On paper, China’s middle class should be spending. Savings are high. Bank deposits are swelling. Interest rates are falling. If anything, conditions look primed for a consumer boom. Instead, something stranger is happening. Across China, households are pulling back, not because they can’t spend, but because they don’t want to. Economists have a name for it: precautionary saving. You could call it something else: shadow saving. See: Yes, consumers in China are consuming again.
Costco, Sam's Club spark China's consumer shift to warehouse shopping
Tanner Brown As China's broader consumer recovery remains uneven, a quiet revolution is reshaping what “value” means for Chinese shoppers. It could spell trouble for multinational consumer staples companies that once viewed the world's second-largest economy as a near-certainty for growth. At the heart of that shift is the rise of warehouse clubs and membership-focused retailers, led by Sam's Club and Costco Wholesale, alongside nimble domestic rivals.
Costco, Sam’s Club Spark China’s Consumer Shift to Warehouse Shopping
As China’s broader consumer recovery remains uneven, a quiet revolution is reshaping what “value” means for Chinese shoppers. It could spell trouble for multinational consumer staples companies that once viewed the world’s second-largest economy as a near-certainty for growth.
Yes, consumers in China are consuming again. It's just not their No. 1 priority these days
Tanner Brown For years, global investors have waited for the Chinese consumer to return in force — to shop, to splurge and to rescue multinational earnings. Instead, what they've gotten is something far more puzzling: steady retail growth on the surface, paired with an extraordinary buildup of household savings underneath.
China's Gen Zers love knockoffs. Luxury retailers regret their big bet.
Tanner Brown The logo-obsessed Chinese consumer who powered a decade of luxury growth is disappearing. In their place: a new generation that wears their shopping savvy as a badge of honor. Social media searches for “pingti”—Chinese for substitute or dupe—tripled between 2022 and 2025. The trend reflects more than just belt-tightening.
China’s Gen Zers Love Knockoffs. Luxury Retailers Regret Their Big Bet.
The logo-obsessed Chinese consumer who powered a decade of luxury growth is disappearing. In their place: a new generation that wears their shopping savvy as a badge of honor.
How AI is rewriting consumer commerce in China
Chinese consumer-tech firms are managing to protect profitability despite weak spending. Here: Workers sort packages in Zaozhuang, eastern China's Shandong province. Summary As spending slows, platforms are turning to algorithms to protect margins and reshape competition. This is a Mint Premium article gifted to you. Subscribe to enjoy similar stories.
How AI is rewriting consumer commerce in China
Chinas consumer recovery has been slower and more uneven than policymakers hoped, but one part of the economy is moving fast anyway: artificial intelligence.As demand growth falters and traditional stimulus offers only limited lift, Chinas biggest consumer platforms are leaning into AI not as a moonshot, but as a practical tool to stabilize margins, reshape competition, and extract more value from each transaction.Unlike in Western marketswhere AI in retail has largely stayed behind the...
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