Subscribe
Sign in
Home
Podcast
China Context
Investment
Consumer
Paid subscribers benefits
Newsletters
About
33:26
RMB appreciation: why it’s happening, why now, and why it matters - Baiguan Radio #37
A conversation with João Philippe de Orléans e Bragança, a macro investor from Brazil's largest hedge fund
22 hrs ago
•
Robert Wu
9
Most Popular
View all
China's venture capital industry is dying
Apr 16, 2024
•
Robert Wu
51
1
7
Why China is building the world's largest hydropower station in Tibet
Jul 30
•
Amber Zhang
52
9
Arc’teryx Is Cooked in China
Sep 22
•
Amber Zhang
47
3
12
Hangzhou: The city behind DeepSeek’s rise and why it’s just the beginning
Feb 11
•
Amber Zhang
50
6
Charts of the Week
See all
China's November Second-Hand Housing Market Trends - Charts of the Week
When more data goes dark
Dec 4
•
Amber Zhang
11
2
Is Laopu Gold's Rally Over? 6 Charts on Recent Performance — Charts of the Week
After a 36%+ correction, let's examine the fundamentals: sales growth, recent price hikes, and consumer sentiment on social media.
Nov 24
•
Amber Zhang
10
3
2
Four key takeaways from Chinese consumer sentiment in October - Charts of the Week
Real estate, spending behaviors, service industry, and job market
Nov 18
•
Amber Zhang
15
2
China Context
See all
China's Next "Rare Earth-Level" Secret Weapon: Burning "Inexhaustible Stones" in the Desert
How a breakthrough in the Gobi Desert turns radioactive waste into a strategic resource for energy security
Dec 15
•
Amber Zhang
22
3
Service consumption in China - Why, How and When?
Four recent pieces from CF40, taken together, offer one of the clearest pictures yet of China’s service-economy challenge
Dec 11
•
Robert Wu
14
2
How China innovates higher education to select and train world-class STEM talent
Field notes from a visit to Westlake University
Nov 20
•
Amber Zhang
38
1
7
Investment
See all
Consumer
See all
China Tech
See all
China new consumption
See all
China City
See all
Baiguan - China Insights, Data, Context
Actionable insights for anyone who has a real stake in China
Subscribe
Recommendations
View all 9
Calling the Shots 话语权时代
Ivy Yang
Robert Wu's Portfolio
Robert Wu
Pekingnology
Zichen Wang
Ginger River Review
Jiang Jiang
China Translated
Robert Wu
Discount
Redeem exclusive offer for educational institute: students get 90% off on an annual subscription!
Participate in Baiguan's Referral Program and Earn Rewards
Exclusive benefits for Baiguan paid subscribers
Useful Resource
The story behind Baiguan, and beyond
Email Template for Baiguan Reimbursement
Baiguan - China Insights, Data, Context
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
