Baiguan - China Insights, Data, Context

Baiguan - China Insights, Data, Context

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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…
 • Robert Wu
Why China is building the world's largest hydropower station in Tibet
And what It means for China's economic and energy future
 • Amber Zhang
Arc’teryx Is Cooked in China
Chinese consumers' generational value clashes behind the terrible marketing move
 • Amber Zhang
Hangzhou: The city behind DeepSeek’s rise and why it’s just the beginning
Why there could be 100x more DeepSeeks on the way
 • Amber Zhang
PDD's secretive founder, his mentor and Warren Buffet - and why Financial Times was clueless
What can the world learn from Pinduoduo
 • Robert Wu
Post-pandemic consumer spending in China: key trends from the WeChat and Alipay consumer transaction panel
Key trends from the WeChat and Alipay consumer transaction panel
 • Amber Zhang
China's "boom-era vibe" amid a deflationary reality
What macro data doesn't tell about China's consumer confidence
 • Amber Zhang
Is China's consumption 8.8% or 80% of the US?
And what this question means for anyone who has a stake in China?
 • Robert Wu
China's food delivery price war: 0 yuan milk tea becomes reality
The latest on Meituan vs JD vs Ele.me - Leveraging BigOne Lab's exclusive public sentiment data in May–June 2025
 • Nina Chen
Five structural forces that could extend China's "Quiet Bull" into a generational shift
The triple storm in 2022 has turned into 3 triple tailwinds
 • Robert Wu
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
How big of a problem are tariffs for China's economy?
Initial thoughts on market sell-off and opportunities ahead
 • Amber Zhang
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