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Goliath vs. David: How homegrown PROYA disrupts L'Oreal's dominance in Chinese beauty industry
A deep dive into how local skincare brands better cater to the diversified demands of Chinese consumers and leverage live streaming e-commerce channels…
 • 
Nina Chen
Douyin surpassed Tmall in clothing sales; Luckin’s new rivalry; Li Auto outperforms EV makers - Charts of Week
Subtitle: Catch up with China’s industry leaders in 12 charts; Covered in the post: BABA, JD, Bytedance, Kuaishou, Meituan, Luckin; Li Auto, Nio, Xpeng…
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Amber Zhang
When will China pull the trigger on more economic stimulus?
A view from prominent economist Prof. Yu Yongding
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Robert Wu
3
China‘s bumpy path towards economic growth - Charts of the week
Catch up with China’s recent economic trend in 15 charts
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Amber Zhang
China’s record-high 20.4% youth unemployment: where did everyone go, and will it get better?
High youth unemployment reveals the structural shifts in China's economic paradigm
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Amber Zhang
China rapidly introduced AIGC regulation, only to face heated discussion
As we previously shared, entrepreneurs, government officials, investors, and scholars in China have paid close attention to generative AI in an effort…
 • 
Mu Chen (WeChat:moo828)
OPPO shut down its chip subsidiary; New material breakthrough for 6G; BYD chairman called autonomous driving "nonsense"; Li Auto expand to…
Companies covered in this issue include: Huawei, OPPO, Lenovo, Baidu, Tencent, Alibaba, Li Auto, BYD, ByteDance
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Amber Zhang
1
Capvision has revealed troubles of China's expert networks, but not for the reasons you imagine
On the ground context on China’s expert network and investment research industry - demystifying recent events
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Robert Wu
China's 2023 Luxury Consumption in 5 Keywords
A K-shaped path towards recovery: Three years of Covid have not had a material impact on the 0.3% ultra-wealthy people. While they have started "revenge…
 • 
Amber Zhang
Baiguan - China Insights, Data, Context
Baiguan - China Insights, Data, Context
Actionable insights for successful China-related business and investment
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