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The “Grandma Economy”: Young Chinese Turn Nostalgia into a Cultural Force
From elderly influencers on Douyin to Dulong River weavers, Gen Z and millennials are finding warmth and luxury in the hands of the elderly.
Aug 6
•
Amber Zhang
9
2
DeepSeek, LVMH vs Molly Tea, state of economy - Baiguan Radio #39
With Olivia Plotnick
Aug 5
•
Robert Wu
and
Olivia Plotnick
14
1
2
40:41
Our view on Chinese assets: July 2026
*On April 1, we officially launched Baiguan Pro, our professional-tier subscription designed for investors seeking deeper, more specific coverage of…
Aug 4
•
Baiguan
8
1
July 2026
Louis Vuitton won. But Chinese netizens now call it a "toilet bag."
LVMH’s trademark verdict against Molly Tea
Jul 28
•
Amber Zhang
24
2
8
The Market Holds Its Breath for CXMT
This is an analysis of CXMT’s listing impact on the Chinese market, with a scenario analysis of Day-1 outcomes.
Jul 26
•
Bob Chen
and
Baiguan
10
1
China may attain healthcare’s Holy Grail: cracking the "impossible trinity"
Healthcare’s Holy Grail is to advance affordability, service quality and accessibility at the same time. China’s route is to crack the impossible…
Jul 23
•
Robert Wu
and
China Engine Room
28
7
4
Will China's RMB 60 trillion retail target unlock a consumption beta trade? 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…
Jul 21
•
Amber Zhang
9
3
China’s AI Bubble Checkup, CXMT’s IPO, and Beijing’s Market Calculus
This is a follow-up to our earlier Baiguan Pro note tracking the A-share AI boom.
Jul 17
•
Baiguan
and
Bob Chen
7
1
2
Data Update — June 2026
Sportswear, Gold & Jewelry, Luxury, E-commerce & 618, Pop Mart, and Tea & Coffee
Jul 16
•
Baiguan
7
The "Hefei Model" behind CXMT: a rule or an exception?
Is China's government venture capital patient?
Jul 14
•
Robert Wu
19
1
3
The Token Export
China turning inference into a good trade
Jul 9
•
Amber Zhang
15
1
China Global Champions 30 is here, but it is not easy to trade them
China’s vast and still-fast export engine has produced a large class of companies with real global influence.
Jul 7
•
Baiguan
12
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