Archive - Baiguan - China Insights, Data, Context

Field notes from Hefei, China’s center of deep tech

5 key takeaways

15 hrs ago • Robert Wu

Data Update — August 2026

On April 1, we officially launched Baiguan Pro, our professional-tier subscription designed for investors seeking deeper, more specific coverage of…

Sep 21 • Baiguan

The power grid trade: China's most certain spending

China built the power, now it has to move it

Sep 16 • Baiguan

Xi's Busy Travel Schedule, Long-Form AI Video, Dating Scam Bust by Anthropic, Moonshot IPO - Baiguan Radio #42

Episode in Brief

Sep 14 • Robert Wu and Olivia Plotnick

41:25

How U.S. Tech Restrictions Helped Build China’s Most Valuable Company

Two Chinese DRAM ventures launched in 2016 with government backing.

Published on Voice of Context • Sep 11

27:05

When exactly will China’s semiconductor industry catch up with the West?

A conversation with a true industry insider

Sep 10 • Robert Wu

China aired the country’s first AI long-form drama

China's AI video is quietly printing cash

Sep 9 • Amber Zhang

Last Call: Early-Bird Ends Sept 13 — 2026 Autumn Baiguan China Tour

This is the last call for the 2026 Autumn Baiguan China Tour early-bird discount (10% off all tour programs), valid only until 11:59 PM Beijing Time on…

Sep 8 • Baiguan China Tour

Alibaba's $10B AI Equity Raise, Niu Lai, and Beijing's ‘Going Global’ Support Plan - Baiguan Radio #41

Notice: Early bird pricing for Baiguan China Tour will end on September 13.

Sep 4 • Robert Wu and Olivia Plotnick

48:24

What does the “most capitalist” city in China tell about the future of globalization

A conversation with David Fishman

Sep 3 • Robert Wu

What China’s Markets Are Really Saying

Micro Evidence & Non-Consensus Observations — August 2026

Sep 2 • Baiguan and Aaron

Our view on Chinese assets: August 2026

On April 1, we officially launched Baiguan Pro, our professional-tier subscription designed for investors seeking deeper, more specific coverage of…

Sep 1 • Baiguan

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