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Five structural forces that could extend China's "Quiet Bull" into a generational shift
The triple storm in 2022 has turned into 3 triple tailwinds
Aug 26
•
Robert Wu
24
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Baiguan - China Insights, Data, Context
Five structural forces that could extend China's "Quiet Bull" into a generational shift
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1
What’s Pushing China’s Stocks to Decade Highs?
What’s different this time around?
Aug 25
•
Amber Zhang
7
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Baiguan - China Insights, Data, Context
What’s Pushing China’s Stocks to Decade Highs?
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The deep transformation of China’s consumption structure: a complex picture beyond “downshifting”
Horizon Insights Research Series #2
Aug 21
•
Robert Wu
and
Dongfan Ma
20
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Baiguan - China Insights, Data, Context
The deep transformation of China’s consumption structure: a complex picture beyond “downshifting”
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Best moments from the 1st World Humanoid Robotics Games in Beijing
Robots were clumsy, but the future is sprinting fast!
Aug 19
•
Amber Zhang
22
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Baiguan - China Insights, Data, Context
Best moments from the 1st World Humanoid Robotics Games in Beijing
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The Broken Dreams of China's Village Cafés
The other side of China's "involution" problems
Aug 14
•
Amber Zhang
29
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Baiguan - China Insights, Data, Context
The Broken Dreams of China's Village Cafés
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Ebb and flow of China's middle-class "cool sports" China New Consumption #5
From social currency to personal choice - What it reveals about investing in consumer sectors
Aug 12
•
Amber Zhang
15
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Baiguan - China Insights, Data, Context
Ebb and flow of China's middle-class "cool sports" China New Consumption #5
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Why do policies decide your returns in China education stocks?
Four data snapshots of the sector’s next swing
Aug 7
•
Nina Chen
9
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Baiguan - China Insights, Data, Context
Why do policies decide your returns in China education stocks?
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How has macroeconomic research misjudged China?
Horizon Insights Research Series #1
Aug 5
•
Robert Wu
and
Dongfan Ma
47
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Baiguan - China Insights, Data, Context
How has macroeconomic research misjudged China?
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8
Anti-involution, birth subsidies, mega projects in Tibet - Baiguan Radio #35
Welcome to Episode 35 of Baiguan Radio.
Aug 3
•
Robert Wu
12
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27:33
July 2025
The fall of China's iconic national brand
Wahaha family dispute: what social media reveals
Jul 31
•
Amber Zhang
22
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The fall of China's iconic national brand
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Why China is building the world's largest hydropower station in Tibet
And what It means for China's economic and energy future
Jul 30
•
Amber Zhang
50
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Baiguan - China Insights, Data, Context
Why China is building the world's largest hydropower station in Tibet
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China's End-of-Q2 Consumer Pulse – Charts of the Week
Still no strong bottom
Jul 24
•
Amber Zhang
8
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Baiguan - China Insights, Data, Context
China's End-of-Q2 Consumer Pulse – Charts of the Week
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