Baiguan - China Insights, Data, Context

Baiguan - China Insights, Data, Context

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June 2025

Will China's surprising consumption growth in May last?
Long-term drivers from corporate profits and consumer excitement
 • 
Robert Wu
What is the quality of China's economic recovery? - Charts of the week
In our May article China: Back to Reality, we flagged potential hurdles for China's economic rebound.
 • 
Nina Chen
China's role in Iran, chips for rare earths, consumption data, RMB stablecoins - Baiguan Radio #34
Welcome to Episode 34 of Baiguan Radio.
 • 
Robert Wu
27:39
China's rare earth choke hold
Why the world still can't decouple China
 • 
Amber Zhang
Pop Mart — China’s Disney, or a manipulated hype? China’s New Consumption #2
Seriously, what on earth is Labubu?
 • 
Amber Zhang
Experiencing the Real “Belt and Road”
What I learned about China’s unseen reach in Central Asia
 • 
Nina Chen
1
China’s New Consumption: #1 Laopu Gold, a scam or real luxury?
The stock that gained 1,132% in a year
 • 
Amber Zhang
3
Xi-Trump call, Trump-Musk feud, Harvard girl's speech, Jiangsu City League - Baiguan Radio #33
Welcome to another collaboration episode between Baiguan and East8’s Newsletter.
 • 
Robert Wu
 and 
East8
1
28:53
Why IF Coconut Water won China by not acting like a beverage company
34% market share: lessons for market entrants
 • 
Nina Chen
Xiaomi's 3nm mobile SoC chip: 5 controversies, unpacked
Is XRING O1 truly a Chinese chip?
 • 
Amber Zhang
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