Subscribe
Sign in
Home
Podcast
China Context
Investment
Consumer
Paid subscribers benefits
Newsletters
About
Latest
Top
Discussions
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.
5 hrs ago
•
Robert Wu
8
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
14
2
"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
13
2
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
9
30:53
January 2026
My constructive view on Pop Mart: Why I think it doesn’t look expensive now
What social media and sales data say about post-Labubu demand
Jan 27
•
Amber Zhang
14
4
The Rise of "Ugly Cute" IPs: Why Young Chinese Have Become Obsessed with "Ugly" Things
In a high-pressure era, imperfect, empathetic items are outpacing luxury
Jan 22
•
Amber Zhang
28
3
Why is China cooling the market, for now?
The difficult task of shepherding a "slow bull"
Jan 19
•
Robert Wu
26
5
Space Race 2.0? 2026 is China’s "SpaceX Moment"
The much-anticipated IPO wave in China’s satellite and commercial space sector
Jan 15
•
Amber Zhang
22
7
Game of Beans: How's a Humble Soybean Weaponized in Trade War
Baiguan is a data-driven newsletter dedicated to scouting and synthesizing diverse data sources to provide deep market insights—this commitment to…
Jan 13
•
Winslow Gao
and
Skysight Technology
26
3
Why is Chagee Failing at Home but Winning Overseas?
Is Premium Chinese Tea Dead?
Jan 8
•
Amber Zhang
12
2
Hainan's "Customs Closure": Is China Building a Next Hong Kong — in Hainan?
The Hainan Free Trade Port (FTP) explained
Jan 6
•
Amber Zhang
15
4
December 2025
Baiguan’s Favorite Charts and Articles of the Year
2025 in Retrospect
Dec 31, 2025
•
Amber Zhang
11
3
4
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
