Archive - Baiguan - China Insights, Data, Context

What happens when a nation built on growth runs short of babies?

From closing kindergartens to deserted maternity wards—how fewer babies are reshaping the economy, workplaces, and everyday life

3 hrs ago •

April 2025

JD vs. Meituan: Are consumers switching over?

We analyzed millions of social media posts to understand how consumers feel

Apr 29 •

Is there any incremental information from this week's econ-focused Politburo meeting?

This week, a key, twice-yearly Politburo meeting on economic affairs was held.

Apr 27 •

Perspectives from 30 business leaders on the trade war frontlines: preparing for the best, bracing for the worst

Survival strategies amid trade war 2.0, the realities of establishing US factories, and the future of globalization

Apr 24 •

China’s Q1 Growth: Solid Start, But What's Next? – Charts of the Week

"Charts of the Week" is Baiguan's series that features key data points to help you quickly grasp the general state of affairs in China in just a few…

Apr 22 •

Baiguan Radio #28: Trade war, Boeing, Jensen Huang, high-sea fishing, Xi's Southeast Asia trip

Welcome to a new collaboration episode between Baiguan, Zichen Wang of Pekingnology and Johnny Zou of East8’s Newsletter. It has been several weeks now…

Apr 20 •

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36:09

Where to invest amid the US-China trade war 2.0

China Mobile, name to keep under your radar

Apr 17 •

A firsthand look at how China’s exporters are reacting to US tariffs

On-the-ground surveys, conversations, and field interviews with Chinese exporters

Apr 15 •

#27. Tariff war - Week 2

Baiguan X Pekingnology X East8

Apr 13 •

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48:25

Why Baidu is facing its biggest crisis in the AI age

AI is polluting the internet, and its impact in China is unlike anywhere else

Apr 10 •

How big of a problem are tariffs for China's economy?

Initial thoughts on market sell-off and opportunities ahead

Apr 7 •

EP26. TARIFF!!! - With Zichen Wang and Johnny Zou

Baiguan X Pekingnology #7

Apr 6 •

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43:14

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