Archive - Baiguan - China Insights, Data, Context

What "lying flat" is really all about

”Lying flat”, or Tang Ping, is a concept that started to become popular around 2021 in China.

May 7 • Robert Wu

Total shareholder return: The new playbook for Chinese equities

This piece is the deep-dive follow-through on one of our Q2 themes: shareholder return and dividends in China, which we flagged in our first Pro issue.

May 5 • Baiguan

An authentic look at China's AI and robotics industry

Key takeaways from the 2nd Baiguan China Tour

May 1 • Robert Wu

April 2026

Our View on Chinese Assets: April 2026

Dear Baiguan Pro readers,

Apr 30 • Baiguan

Data Update — March 2026

Sportswear, Gold & Jewelry, Luxury Goods, and Pop Mart

Apr 22 • Baiguan

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 • Amber Zhang

In China, car factories are becoming the new classrooms

How Chinese parents’ obsession with education fueled the auto industry’s smartest marketing move

Apr 16 • Baiguan

The "Involution" of Autonomy: Why China’s Robotaxi War Is Just Getting Started

This is an article for Baiguan Pro subscribers

Apr 14 • Baiguan

The Commercialization of China's Intangible Heritage

The Middle-Aged Man's Pop Mart Just Listed in Hong Kong

Apr 9 • Amber Zhang

POP MART: no longer a playground for hedge funds, but interesting for long money?

Seasoned Baiguan subscribers will remember that we have been covering the story of POP MART from the very beginning.

Apr 7 • Robert Wu

Introducing Baiguan Pro — Our View on Chinese Assets, Starting Now

Dear Baiguan readers,

Apr 1 • Baiguan

March 2026

When a handbag brand makes better podcasts than podcasters

China's most coveted domestic premium brands are ditching influencer feeds for long-form audio — and it's working.

Mar 26 • Amber Zhang

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