Archive - Baiguan - China Insights, Data, Context

Pane: foreigners’ new China must-buy that does not look Chinese

When a Chinese shoe does not need a China story

Nov 6 • Amber Zhang

Field Notes: AI, Robotics, Commercial Space and the Case for Niches - Baiguan Radio #45

We are already gathering feedback for the 2027 Spring Baiguan China Tour.

Nov 3 • Olivia Plotnick and Robert Wu

37:50

Our view on Chinese assets: October 2026

*On April 1, we officially launched **Baiguan Pro, our professional-tier subscription designed for investors seeking deeper, more specific coverage of…

Nov 2 • Baiguan

October 2026

“Honest Industrial Meals”: Why Instant Noodles and Sausage Are Premiumizing Amid Weak China Consumption

When delivery feels less trustworthy, branded pantry dinners start to make sense

Oct 30 • Amber Zhang

2027 Spring Baiguan China Tour Survey

We’re currently designing the next Baiguan China Tour for 2027 spring — and before we lock in cities, companies, and dates, we want to hear from you.

Oct 29 • Baiguan China Tour

Data Update — September 2026

On April 1, we officially launched Baiguan Pro, our professional-tier subscription designed for investors seeking deeper, more specific coverage of…

Oct 27 • Baiguan

China’s Economy, Heard on the Street - October

“Are there any real bright spots in the economy?

Oct 22 • Bob Chen

Golden Week Spending, China’s Housing Affordability Push, EU Trade, Manus After Meta, and the AI Access Fight - Baiguan Radio #44

Episode in brief

Oct 20 • Robert Wu and Olivia Plotnick

41:00

Beyond AI and Semi: Shipbuilding’s “Quiet" Global Supercycle

China holds ~76% share of global new shipbuilding orders amid a global superboom

Oct 19 • Amber Zhang

What China’s Markets Are Really Saying

Two Years After 9/24: China’s Growth Story Has Changed— oct 2026

Oct 15 • Baiguan and Aaron

What China's 2026 “Golden Week” Consumption Reveals — Charts of the Week

More trips, thinner wallets at home, fuller ones abroad

Oct 13 • Amber Zhang

China's Hackathon Boom

How China's AI hackathons became a launchpad, a job interview and a Saturday night out

Oct 7 • Amber Zhang

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