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Why China is building the world's largest hydropower station in Tibet
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Arc’teryx Is Cooked in China
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Charts of the Week
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Will China's RMB 60 trillion retail target unlock a consumption beta trade? Charts of the Week
“Charts of the Week” is Baiguan’s series that features key data points to help you quickly grasp the general state of affairs in China in just a few…
Jul 21
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The shift toward small employers in China - Charts of the Week
A quiet structural shift is reshaping the Chinese labor market
May 12
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Real estate recovery broadens, salary bounces back — Charts of the Week
“Charts of the Week” is Baiguan’s series that features key data points to help you quickly grasp the general state of affairs in China in just a few…
Apr 20
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Our view on Chinese assets: July 2026
*On April 1, we officially launched Baiguan Pro, our professional-tier subscription designed for investors seeking deeper, more specific coverage of…
Aug 4
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Baiguan
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China’s AI Bubble Checkup, CXMT’s IPO, and Beijing’s Market Calculus
This is a follow-up to our earlier Baiguan Pro note tracking the A-share AI boom.
Jul 17
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Data Update — June 2026
Sportswear, Gold & Jewelry, Luxury, E-commerce & 618, Pop Mart, and Tea & Coffee
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