John Emont
speaker
99 appearances
4 recordings
2 series
first heard May 2025
last heard 18 Aug
John Emont’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
They expect products to come out loaded with features.
They know how to meet the Chinese consumer where they are.
So
it's just gotten tougher.
There's no question.
Some brands are managing to succeed, to be clear, but it has definitely gotten tougher.
Yeah, it does.
One way to think of this is that one thing that was keeping the United States and China sort of diplomatically close for many years was this optimism among American companies that they could earn a lot of money in China so that even though there were always going to be issues with China from IP infringement, all sorts of problems, that
China was worth keeping close.
You know, the fact these CEOs are coming to China means that they still see some potential there.
And obviously, they're hoping to get better market access.
But what we also see is that a lot of this isn't political.
A lot of the reason why Chinese consumers are not choosing American brands is not because the Communist Party has turned on American brands necessarily, but just because their products aren't seen as especially competitive.
So that's something that no meeting between Trump and Xi is going to be able to fix.
WSJ What’s News · Chips, Juice and Airplanes - Exemptions Confuse as Tariffs Kick In · 7 Aug 2025
podcast
The U.S.
is the number two trading partner after China.
China doesn't really need Indonesian shoes.
They do buy some, but they make a ton of their own shoes, right?
So Indonesia is one of these countries where a lot of people join the middle class after working in factories that, you know, made Barbies for Mattel, made shoes for Nike.
And crucially, the United States buys a lot of goods that are very labor intensive from Indonesia, like shoes, like clothing, like textiles.
Showing 41–60 of 99 · page 3 of 5
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