Archive - Baiguan - China Insights, Data, Context

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

China macro: is the strong Jan & Feb data organic?

Real estate, salary growth, early 2026 economic signals

Mar 20 • Amber Zhang

The "Athleisure" Trending in China: Sports & Health Is Set to Become China's Structural Growth Sector in 2026

Chinese consumers going after "old money" sports look

Mar 18 • Amber Zhang

2026: Year One of China's AI Film Industry

From viral "CatFu" shorts to blockbuster historical dramas, AI video has officially evolved from a "toy project" into a highly profitable reality

Mar 12 • Amber Zhang

Invite to RSVP: 2026 Shanghai AI & Robotics Innovation Tour

April 21 – 23, 2026 | An Immersive Journey into China's Frontier Tech & Startup Ecosystem

Mar 9 • Baiguan

China’s Growing Appetite for Low-Sugar Living: From Happy Fat-Boy Water to Health-Conscious Choices

Implications for China’s Soft Beverage Industry and Investment Opportunities

Mar 5 • Amber Zhang

February 2026

Key Trends from Chinese New Year 2026 and What They Mean for Investors

A Snapshot of Emerging Trends & Investment Themes

Feb 27 • Amber Zhang

Has China's “Old” to “New” Economic Transformation Happened?

A survey of China’s job recruitment data

Feb 24 • Amber Zhang

Five observations about AI in China: a status check

This unprecedented mass experimentation and mass adoption of AI applications will provide meaningful lessons for the whole world to see.

Feb 12 • Robert Wu

Do Chinese households feel confident again?

Rounding up recent data points that are still largely ignored by the market

Feb 9 • Robert Wu and Bob Chen

"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

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

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