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Data Update — April 2026
Sportswear, Gold & Jewelry, Luxury Goods, and Pop Mart
 • Baiguan
China's organic consumer growth has moved into the "what-on-earth-is-that" niches
From bookplates to walnuts to antique-inspired jewelry — where the next wave of organic consumer growth in China is actually happening
 • Amber Zhang
China's data center: a primer on who's building it and who's cashing in
When everyone is talking about DeepSeek and Chinese models catch-up, who’s actually building the GPU warehouses?
 • Amber Zhang
The shift toward small employers in China - Charts of the Week
A quiet structural shift is reshaping the Chinese labor market
 • Amber Zhang
What "lying flat" is really all about
”Lying flat”, or Tang Ping, is a concept that started to become popular around 2021 in China.
 • 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.
 • Baiguan
An authentic look at China's AI and robotics industry
Key takeaways from the 2nd Baiguan China Tour
 • Robert Wu

April 2026

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