The Negotiation

In this special French-language edition of The Negotiation, we welcome Emmanuel Poupelle, WPIC’s newly appointed Director of Growth, for a conversation hosted by Charles Lavoie, VP of Marketing at WPIC.Emmanuel brings years of on-the-ground experience in China’s retail and e-commerce industry. He has now joined WPIC to help more European brands expand into the dynamic markets of China, Japan, South Korea, and Southeast Asia. In this episode, he shares his unique perspective on how the Asia-Pacific region has evolved, what makes it such a compelling growth opportunity, and why European brands—especially in categories like fashion, beauty, wellness, and home—are particularly well-positioned to thrive.Charles and Emmanuel also discuss the strategic thinking behind WPIC’s expansion across Europe, the cultural and consumer dynamics shaping retail in APAC, and the practical steps European brands should take to succeed.🎧 Note: This episode is entirely in French.Discussion Points:Emmanuel’s career journey and how it led him to WPICWhy WPIC is doubling down on Europe as a growth regionEmmanuel’s experience in China and how the e-commerce landscape has evolvedStrategic shifts required for European brands to succeed in APACKey sectors in China showing promise for European companiesWhat drives the success of European brands in the Chinese marketEmerging opportunities in Japan, South Korea, and Southeast AsiaWPIC’s support model for international market entry

In this episode of The Negotiation, host Todd Embley is joined by Mark Kruger, a Senior Fellow at the Yicai Research Institute, Centre for International Governance Innovation, and the University of Alberta’s China Institute. Formerly with the Bank of Canada for three decades, Mark now resides in Shanghai and writes regularly for Yicai Global, where he offers clear, data-driven analysis on China’s economy. In today’s episode, Todd and Mark dig into China’s macroeconomic outlook in the wake of proposed new tariffs from Donald Trump and why Mark believes the country’s 5% growth target remains achievable despite external pressure.The conversation explores Mark’s recent columns, including “Is China’s 5 Percent GDP Growth Credible?” He shares insights into the resilience of the Chinese economy, fiscal and monetary policy expectations, consumer confidence trends, and the ongoing property sector adjustment. Mark also weighs in on how Canada should navigate its own economic relationship with China during a time of rising global protectionism.Stay tuned for a sharp, timely conversation with one of the most thoughtful observers of China’s economic evolution.Discussion Points:Why Trump’s tariffs may not derail China’s 5% GDP growth targetSigns of strength in China’s Q1 economic dataThe resilience of Chinese consumer confidenceHow China’s export profile is becoming more diversifiedPotential fiscal and monetary responses from Beijing to rising trade tensionsThe role of infrastructure investment and new manufacturing sectors in bolstering growthThe status and long-term management of China’s property sectorCanada’s strategic positioning in the context of US-China trade tensionsKey risks and tailwinds shaping China’s medium-term economic outlookWhat foreign businesses should keep in mind when interpreting China’s economic trajectory

In this insightful discussion, Rui Ma, a tech and finance expert with nearly two decades of experience in the U.S. and China, delves into China's evolving consumer tech landscape. She highlights the rapid growth of local life services and the electric vehicle market, while also addressing the challenges in humanoid robotics. Rui discusses U.S.-China tech tensions and how media influences perceptions of Chinese innovation. With a keen outlook on the future, she considers whether the next wave of technological advancement will truly come from China.

Jacob Cooke, Co-founder and CEO of WPIC Marketing + Technologies, reveals critical insights into China's booming e-commerce landscape. He highlights a remarkable revival in consumer confidence, driven by rising incomes and government support. The podcast delves into the rapid growth of platforms like Douyin and Xiaohongshu while examining shifts in consumer behavior towards premium products in sectors such as beauty, fashion, and pet care. Jacob discusses the importance of adapting to an omnichannel market and the dynamic opportunities for global brands.

Rui Ma, a tech and finance expert with nearly two decades of experience in the U.S. and China, dives into the fierce AI competition between the two nations. She discusses how geopolitical tensions and U.S. export controls challenge China's AI sector while highlighting the resilience of its firms like Ant Group and Baidu. Rui contrasts open-source collaboration dynamics, showcasing emerging players like DeepSeek. She also elaborates on practical AI applications in China and provides a forward-looking perspective on the opportunities and hurdles ahead.

Justin Downes returns to The Negotiation podcast to reflect on the recently concluded ski season in China and to discuss his new role in Hokkaido, Japan. With a career dedicated to advancing winter sports in Asia, Justin has been instrumental in the infrastructural development of ski resorts in China, contributing significantly to the country’s readiness for the 2022 Winter Olympics. In this episode, Justin provides an overview of the performance of the skiing season in China, talks about the world's largest indoor skiing resort in Shanghai, and compares the ski markets of China and Japan.Discussion Points:Overview of Axis Leisure Management and its impact on skiing in China.Performance insights from the recent ski season in China.Details on the world's largest indoor skiing resort in Shanghai and its significance in the growth of the industry.The influence of the Asian Winter Games on the popularization of winter sports in China and other Asian countries.Assessment of China as a mature or emerging skiing market.Comparisons between the skiing industries in China and Japan, highlighting unique aspects and challenges in both markets.

In this episode of The Negotiation podcast, Todd Embley sits down with Peter Park, WPIC’s latest addition in Melbourne and a recognized expert in Australia’s consumer brand sector and the APAC e-commerce landscape. Peter delves into his professional journey, his role at WPIC, and why the firm is an excellent partner for Australian consumer brands, especially in the F&B and health supplements sectors. He shares his insights on the rising trends in these categories. He highlights the untapped potential in markets like South Korea and Vietnam, discussing strategies for Australian brands to make impactful entries into these markets. Additionally, Peter spices up the conversation with an intriguing discussion about the whisky market across APAC.Discussion Points:Peter's professional background and his recent transition to WPIC.The role of WPIC in bolstering Australian consumer brands in the APAC region.Emerging trends in the F&B and health supplements sectors across APAC.Detailed exploration of South Korea as an underrated market for Australian brands.Opportunities for Australian brands in Vietnam and strategies for market entry.The growing popularity of whisky across APAC and its potential as a market for Australian exporters.

In this episode of The Negotiation podcast, host Todd Embley speaks with Joe Mazur, Senior Analyst at Trivium China, on the complexities of the U.S.-China relationship in the early days of the second Trump administration. Joe offers a comprehensive overview of the trade measures implemented by the U.S. since Donald Trump's re-election. He analyzes the motives behind the tariffs and their potential to escalate into more aggressive actions. He also analyzes China’s response to U.S. tariffs, which included a series of non-reciprocal measures. Joe explains their strategic significance and implications for future negotiations.The conversation also touches on recent U.S. restrictions in the semiconductor industry, highlighting the critical role this sector plays in the broader technological conflict between the U.S. and China and the closure of the de minimis exemption for Chinese goods. Listeners will gain a comprehensive understanding of the current state and potential future of US-China economic relations, the strategic motivations behind recent policies, and the implications for companies from various sectors.Discussion Points:Overview of U.S. trade measures since Trump's reelection and their strategic underpinnings.Analysis of China's non-reciprocal countermeasures and their potential strategic goals.Impact of U.S. policies on the critical semiconductor industry and the broader tech conflict.Insights into the closure of the de minimis exemption for Chinese goods and its significance.Discussion on the brief suspension of Chinese packages by the U.S. Postal Service and its implications.

In this episode of The Negotiation podcast, Todd Embley has a captivating conversation with Elyse Ribbons, a seasoned expert in the dynamics of influencer marketing in China. Elyse shares her extensive experience and insights into the unique landscape of social media and influencer engagement in China, highlighting the intricacies of platforms like RedNote (Xiaohongshu) and Douyin.The discussion opens with Elyse recounting her journey and how she became deeply involved with China, setting the stage for her dive into the digital marketing landscape there. She breaks down the major platforms used for influencer marketing, comparing them to their Western counterparts, and dives deep into the particularities of RED and Douyin, explaining their specific features and the demographics they appeal to.Elyse discusses the financial aspects of engaging with influencers, including the costs associated with different types of content creation, such as live streaming. She clarifies the distinctions between Key Opinion Leaders (KOLs) and Key Opinion Consumers (KOCs) and offers advice on how brands can select the right influencers to maximize the success of their marketing campaigns.Notably, Elyse touches on the latest trends in influencer marketing within China and provides her perspective on the future of international brands in the Chinese market amidst US-China tensions. This episode is a must-listen for anyone looking to understand the evolving dynamics of influencer marketing in China and how to navigate this complex but rewarding space effectively.Discussion Points:Elyse's personal journey and initial engagement with China.Detailed analysis of major Chinese platforms for influencer marketing.Specific features and demographics of RED and Douyin.Cost considerations in influencer engagements.Differences and impacts of KOLs versus KOCs.Strategies for selecting the right influencers for marketing campaigns.Emerging trends in the influencer marketing sector in China.Future outlook for international brands in the Chinese market.

In this episode of the Negotiation Podcast, Todd Embley interviews David Nottingham, the EU General Manager for IPinYou, a leading Chinese martech company. David shares his journey from Southeast Asia to the ad tech world, discussing the unique challenges and opportunities within the Chinese digital ecosystem. He explains the workings of IPinYou, its proprietary technology, and how it compares to Western ad tech platforms. The conversation delves into the paid media landscape in China, the importance of audience data, and the rise of platforms like Xiao Hongxu. David also highlights the competitive nature of advertising in China and the regulatory environment that shapes the industry.TakeawaysDavid Nottingham has been with IPNU for seven years, leveraging his background in Southeast Asia.IPNU is a leading Chinese ad tech company with proprietary technology for media buying.The Chinese digital ecosystem is closed, requiring tailored ad tech solutions.Western companies face challenges entering the Chinese market due to regulations.Audience targeting in China relies heavily on device IDs rather than cookies.Xiao Hongxu has gained popularity as a social commerce platform in China.The competitive landscape in Chinese advertising requires unique data strategies.Walled gardens in China limit cross-platform advertising opportunities.The Chinese government is regulating super apps to reduce their market power.Understanding the nuances of the Chinese market is crucial for successful advertising.