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Has China's younger generation really chosen to 'lie flat'?
3 real stories of how Chinese youth are navigating a tough job market
 • 
Amber Zhang

September 2024

China market's epic rally: how sustainable will it be?
Top 5 areas of concern that we should keep monitoring while we enjoy the ride
 • 
Robert Wu
1
Chinese enterprises in Mexico: Innovating on new soil
Building from scratch - self-developed infrastructures, cross-cultural management, and business mindset transformation
 • 
Nina Chen
China's youth unemployment hits a new high again; Popmart gets a sales boost from "lipstick effect" – Charts of the Week
The latest updates on employment, e-commerce (Tmall, JD, Douyin, Kuaishou), Popmart's the "lipstick effect", and the real estate market in 9 charts.
 • 
Amber Zhang
Can Lululemon's China bet propel growth amid slowing global sales?
Tracking Multinationals' China Exposure, Vol. #1
 • 
Amber Zhang
How is inland migration reshaping China's economy?
Middle class turmoil, lower-tier city boom and parallel US-China phenomena
 • 
Nina Chen
China's growing underground surrogacy market amid population decline sparks controversy over wealth gap and women's rights
In recent years, surrogacy has become a controversial issue in China.
 • 
Amber Zhang
Can Luckin Coffee improve its profit margin amid "consumption downgrade" in China
In today's article, we continue to delve into investment opportunities in the summer economy (we talked about softdrinks, beer and sportswear industry…
 • 
Nina Chen
Baiguan is not just a newsletter
Discord paying-member community dialogue digest #1
 • 
Robert Wu
China equities investment opportunities from summer consumer trends
Exploring beverage and sportswear industry trends and movements of publicly traded players
 • 
Nina Chen
How renewed interest in Traditional Chinese Medicine is shaping new consumption trends among young consumers
China's "holistic wellness" economy
 • 
Amber Zhang

August 2024

How Black Myth Wukong rose from a "worst" business model
The story behind the scenes, and implications for China's future gaming industry
 • 
Amber Zhang
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