Subscribe
Sign in
Home
Podcast
China Context
Investment
Consumer
Paid subscribers benefits
Newsletters
About
Latest
Top
Discussions
Do Chinese households feel confident again?
Rounding up recent data points that are still largely ignored by the market
13 hrs ago
•
Robert Wu
and
Bob Chen
7
1
"Going abroad": China's investment upside optionality for 2026 - Charts of the Week
Overseas exposure is the hedge for domestic "involution"
Feb 5
•
Amber Zhang
12
2
After Maduro, how does Latin America really see China today - Baiguan Radio #38
A conversation with a macro investor from Brazil's largest hedge fund
Feb 3
•
Robert Wu
9
30:53
January 2026
My constructive view on Pop Mart: Why I think it doesn’t look expensive now
What social media and sales data say about post-Labubu demand
Jan 27
•
Amber Zhang
14
4
The Rise of "Ugly Cute" IPs: Why Young Chinese Have Become Obsessed with "Ugly" Things
In a high-pressure era, imperfect, empathetic items are outpacing luxury
Jan 22
•
Amber Zhang
28
3
Why is China cooling the market, for now?
The difficult task of shepherding a "slow bull"
Jan 19
•
Robert Wu
26
5
Space Race 2.0? 2026 is China’s "SpaceX Moment"
The much-anticipated IPO wave in China’s satellite and commercial space sector
Jan 15
•
Amber Zhang
22
7
Game of Beans: How's a Humble Soybean Weaponized in Trade War
Baiguan is a data-driven newsletter dedicated to scouting and synthesizing diverse data sources to provide deep market insights—this commitment to…
Jan 13
•
Winslow Gao
and
Skysight Technology
26
3
Why is Chagee Failing at Home but Winning Overseas?
Is Premium Chinese Tea Dead?
Jan 8
•
Amber Zhang
12
2
Hainan's "Customs Closure": Is China Building a Next Hong Kong — in Hainan?
The Hainan Free Trade Port (FTP) explained
Jan 6
•
Amber Zhang
14
3
December 2025
Baiguan’s Favorite Charts and Articles of the Year
2025 in Retrospect
Dec 31, 2025
•
Amber Zhang
11
3
4
Winners and Losers of China’s Delivery Platform Price War - Charts of the Week
Luckin, Starbucks, Mixue, Chagee, Guming—Who Takes the Lead?
Dec 30, 2025
•
Amber Zhang
11
2
3
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
