15 | Michael Norris, Chinese Tech, Platforms, and Consumers

<p><span style="font-weight: 400;">My guest today is Michael Norris (@briefnorris). Michael is a China-based analyst and is currently AgencyChina's Research & Strategy Manager. Michael provides primary research and consulting services to nutrition, petcare, skincare, and luxury brands who want to grow in China. He’s previously partnered with Nestle, Constellation Brands, Johnson & Johnson, Richemont, and LEGO to deliver breakthrough insight and winning strategies. Outside of his consumer research work, Michael has written in-depth analyses, warnings and predictions about fast-growing Chinese companies. This includes a (now infamous) three-part series on Luckin Coffee's shonky corporate governance - a full year before the company admitted to sales fraud.</span></p> <p> </p> <p><span style="font-weight: 400;">In this conversation, we cover the China Tech scene and the future of their platforms, Chinese consumers, and his life in China.</span></p> <p> </p> <p><span style="font-weight: 400;">I hope you enjoy my conversation with Michael Norris.</span></p> <p> </p> <p><span style="font-weight: 400;">For the full show notes, transcript, and links to mentioned content, check out the episode page on </span> <a href= "https://compoundingpodcast.com/ep15"><span style= "font-weight: 400;">https://compoundingpodcast.com/ep15</span></a><span style="font-weight: 400;"> </span></p> <p> </p> <p><span style="font-weight: 400;">------</span></p> <p> </p> <p><strong>Show Notes:</strong></p> <p><span style="font-weight: 400;">[00:00:31] - [First question] - Intro and how Michael ended up in China</span></p> <p><span style="font-weight: 400;">[00:01:59] - Why Michael chose to study Chinese</span></p> <p><span style="font-weight: 400;">[00:03:32] - Life as an Aussie in China</span></p> <p><span style="font-weight: 400;">[00:04:46] - What’s Michael’s role look like day-to-day</span></p> <p><span style="font-weight: 400;">[00:05:50] - What does his fieldwork involve?</span></p> <p><span style="font-weight: 400;">[00:08:06] - Favourite s