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Where to invest amid the US-China trade war 2.0
China Mobile, name to keep under your radar
Apr 17
•
Amber Zhang
9
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Baiguan - China Insights, Data, Context
Where to invest amid the US-China trade war 2.0
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A firsthand look at how China’s exporters are reacting to US tariffs
On-the-ground surveys, conversations, and field interviews with Chinese exporters
Apr 15
•
Amber Zhang
15
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Baiguan - China Insights, Data, Context
A firsthand look at how China’s exporters are reacting to US tariffs
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#27. Tariff war - Week 2
Baiguan X Pekingnology X East8
Apr 13
•
Robert Wu
,
Zichen Wang
, and
East8
16
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48:25
Why Baidu is facing its biggest crisis in the AI age
AI is polluting the internet, and its impact in China is unlike anywhere else
Apr 10
•
Amber Zhang
16
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Baiguan - China Insights, Data, Context
Why Baidu is facing its biggest crisis in the AI age
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1
How big of a problem are tariffs for China's economy?
Initial thoughts on market sell-off and opportunities ahead
Apr 7
•
Amber Zhang
30
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Baiguan - China Insights, Data, Context
How big of a problem are tariffs for China's economy?
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4
EP26. TARIFF!!! - With Zichen Wang and Johnny Zou
Baiguan X Pekingnology #7
Apr 6
•
Robert Wu
,
Zichen Wang
, and
East8
13
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1
43:14
Three "bad news" for Chinese tech stock
And three implications for your investments
Apr 3
•
Amber Zhang
14
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Baiguan - China Insights, Data, Context
Three "bad news" for Chinese tech stock
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The coffee wave: Gen Z's impact on China's rural lifestyle
We’ve heard from many of you that our coverage of China feels refreshingly comprehensive.
Apr 1
•
Nina Chen
19
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Baiguan - China Insights, Data, Context
The coffee wave: Gen Z's impact on China's rural lifestyle
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2
March 2025
EP25. Xi met CEOs, foreign businesses in China, EVs, boosting income
Hi everyone, welcome to another collaboration episode between Pekingnology and Baiguan.
Mar 30
•
Robert Wu
and
Zichen Wang
11
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39:34
Investment opportunities of China's FMCG market: the dawn of a recovery?
Jan-Feb sales data on dairy, condiment, sanitary pads and Baijiu industries
Mar 27
•
Nina Chen
11
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Baiguan - China Insights, Data, Context
Investment opportunities of China's FMCG market: the dawn of a recovery?
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China's demographic paradox: empty cribs and full pet beds
Is China's new childbirth subsidy going to work?
Mar 26
•
Amber Zhang
15
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Baiguan - China Insights, Data, Context
China's demographic paradox: empty cribs and full pet beds
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EP24. Li Ka Shing, domestic consumption, Xi-Trump meeting rumors - Baiguan X Pekingnology
Hi everyone, welcome to another collaboration episode between Pekingnology and Baiguan.
Mar 24
•
Robert Wu
and
Zichen Wang
12
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34:38
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