
E119: Why is EVERY Chinese company going to Brazil?
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About this listen
Luckin is buying coffee beans, Meituan is sending teams to map the streets—and BYD is rolling out electric buses across São Paulo.
Amidst uncertain times, one thing seems to be sure - Chinese tech giants have their eye on Brazil. In this episode, we talk about why everyone in China’s consumer scene suddenly seems to have their eyes on Brazil. From TikTok Shop to Meituan, and from local competition to cultural adaptation, we dive into what’s driving this strategic push and whether it’s built to last.
But beyond business strategy, we also unpack the deeper context: the increasingly close relationship between China and Brazil’s governments, Lula’s seemingly increasing popularity, and what this might mean for both countries.
Chapters:
00:00:43 – Why are Chinese companies flooding into Brazil now?
00:02:05 – Chinese F&B giants are going into Latin America
00:04:05 – Lula’s good relationships with China
00:07:31 – What is in it for both countries?