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Is China's capital market on the brink of a major shift? State Council's 9 new guidelines for capital markets
[REMINDER] Exclusive "Ask Me Anything" live webinar on China on April 29, hosted by Sign up [here] before April 26 to secure your spot. Is there…
 • 
Aaron Zhou
EP12. China Inc.'s overseas strategy after TikTok "ban" - with Bytedance's ex-Head of Legal for SEA, Australia and New Zealand
Important reminder! Exclusive "Ask Me Anything" live webinar on China Sign up [here] before April 26 to secure your spot. As of now, more than 5,000…
 • 
Robert Wu
 and 
Han
15
43:06
"Overcapacity" or "involution"? How China's manufacturing suffers from over-competition
Tracing the roots and perils of China’s manufacturing involution: where lie the future opportunities?
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Elena Wang
 and 
Nina Chen
China's venture capital industry is dying
Two weeks ago, I wrote an article on my WeChat blog which set off a heated discussion in China about the fate of the venture capital industry. The…
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Robert Wu
1
Luckin Coffee's greatest challenge: outpacing its own shadow
What investors should know about the latest on China's coffee & tea market
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Amber Zhang
Optimism despite challenges: a Malaysian-Chinese family's trip to find roots in China's hinterland
Since we launched this substack, wherever we travel, we always manage to meet some of our local subscribers. JJ, a Malaysian-Chinese business owner, is…
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Robert Wu
 and 
JJ
7
China’s AI at the crossroad: dream less, profit more!
Not just about scientific and technological progress; it's a story of global rivalry, national identity, and a potential cornerstone for future economic…
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Nina Chen
 and 
Elena Wang
3 Crucial Trends: Youth Employment, Salary Expectations, and Chinese Companies' Overseas Expansion Ambitions - Charts of the Week
China's latest employment landscape in 8 charts
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Amber Zhang

March 2024

Consumption potential in China’s lower-tier cities: young urbanites opting for suburban villas; Lululemon penetrating into low-tier markets
In today’s post, we will delve into the shifting dynamics of China's market. Under the existing trend of consumption downgrade in China, as traditional…
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Elena Wang
 and 
Nina Chen
How can Chinese companies manage their brand reputation in turbulent times?
Today, Baiguan is excited to collaborate with Ivy Yang and JX Tan to cross-post their insightful article on how Chinese companies can manage their brand…
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Ivy Yang
 and 
JX Tan
Charting China's market wave: updates on JD, Pinduoduo, Lululemon, real estate, and more - Charts of the Week
Latest investment opportunities in 14 charts
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Amber Zhang
Experiencing China’s rural healthcare: stories of a migrant family, doctor-patient conflicts and urban-rural disparities
Firsthand observations of a spring festival medical emergency in a small town
 • 
Nina Chen
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