Archive - Baiguan - China Insights, Data, Context

Is China's consumption 8.8% or 80% of the US?

And what this question means for anyone who has a stake in China?

Oct 9 •

Songmont takes on LV for China's middle-class shoppers

China is entering the 'middle-aged women era' — What it means for consumer markets

Oct 2 •

September 2025

The 100 faces of China’s retiree wallet

China’s ageing population is no longer a forecast—it is a fact.

Sep 25 •

Arc’teryx Is Cooked in China

Chinese consumers' generational value clashes behind the terrible marketing move

Sep 22 •

Last Call: 2025 Baiguan China Tour & Program Upgrades

Only 5 Seats Left on the 2025 Baiguan China Tour!

Sep 20 •

China slowdown in August: which themes, sectors, and companies are showing structural growth? - Charts of the Week

Key Sectors, Consumer Trends, Themes, and Companies Worth Watching

Sep 19 •

Three forces driving China's next decade of innovation: market scale, rapid iteration, and AI

Three Stories from the Factory Floor - Horizon Insights Research Series #3

Sep 16 •

and

Where does China rank in global arms exports?

China’s modern military capabilities, scale, and global influence

Sep 9 •

China's food delivery war: Why the market is betting on Alibaba

We’re excited to announce that CF40 Research has officially launched their Substack, managed in partnership with Baiguan!

Sep 5 •

and

How China’s hotel industry is transforming into a lifestyle business

Young Chinese Are "Lying Flat" in Hotels—Here‘s Why

Sep 2 •

August RatingDog China Manufacturing PMI rose to 50.5, returning to the expansion zone

Baiguan is proud to bring you the first issue of Ratingdog China PMI, formerly known as Caixin China PMI, after the latter party ceased the sponsorship…

Sep 1 •

August 2025

Have China’s job postings been bottom out?

Employment—the engine that powers consumer spending and the broader economy

Aug 28 •

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