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In this video, I break down a major shift that’s happening with Chinese brands.

Over the past few years, more and more Chinese companies have started selling at premium prices. These are prices we once associated only with Western brands.
Whether it’s smartphones, electric vehicles, or consumer tech, names like BYD, Xiaomi, and DJI are now competing at the top end of the global market.

The meaning of "Made in China" has changed. It no longer stands for cheap or low quality. Today, it signals innovation, confidence, and global ambition.

In this episode, I’ll break down the four-part strategy behind this transformation. China acquired respected global brands like ThinkPad, it entered new industries like EVs before the rules were fully set, it built powerful supply chains, and it used cultural identity to turn "Made in China" into something people could be proud of.

What took Japan three decades, China pulled off in just ten years.

And as India watches this happen, the question is simple and obvious. How do we build something similar? What will it take to make "Made in India" stand for quality, pride, and global relevance?

As always, a big thank you to Zerodha’s Zero1 Network for supporting these deep dives into marketing and brands.

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Chapters:

00:00 - Intro: The China Brand Revolution
01:23 - China: The World's Factory
02:06 - The Smile Curve Trap
02:56 - The 2010 Brand Decision
03:36 - Strategy #1: Buying Credibility
05:06 - Strategy #2: Lead New Categories
05:48 - BYD Beats Tesla
07:50 - Strategy #3: Local Adaptation
09:00 - Strategy #4: Embracing Identity
10:00 - China's Current Limitations
10:26 - Lessons for India
11:23 - Outro

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Tags:

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