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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…
Apr 16, 2024
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Robert Wu
48
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Baiguan - China Insights, Data, Context
China's venture capital industry is dying
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PDD's secretive founder, his mentor and Warren Buffet - and why Financial Times was clueless
What can the world learn from Pinduoduo
Mar 14, 2024
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Robert Wu
44
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Baiguan - China Insights, Data, Context
PDD's secretive founder, his mentor and Warren Buffet - and why Financial Times was clueless
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Hangzhou: The city behind DeepSeek’s rise and why it’s just the beginning
Why there could be 100x more DeepSeeks on the way
Feb 11
•
Amber Zhang
44
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Baiguan - China Insights, Data, Context
Hangzhou: The city behind DeepSeek’s rise and why it’s just the beginning
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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
Jan 10, 2024
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Amber Zhang
49
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Baiguan - China Insights, Data, Context
Post-pandemic consumer spending in China: key trends from the WeChat and Alipay consumer transaction panel
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How Black Myth Wukong rose from a "worst" business model
The story behind the scenes, and implications for China's future gaming industry
Aug 30, 2024
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Amber Zhang
40
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Baiguan - China Insights, Data, Context
How Black Myth Wukong rose from a "worst" business model
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How big of a problem are tariffs for China's economy?
Initial thoughts on market sell-off and opportunities ahead
Apr 7
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Amber Zhang
30
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Baiguan - China Insights, Data, Context
How big of a problem are tariffs for China's economy?
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How to understand today's China by looking at one of her richest towns?
Local impacts of trade war, decoupling, environmental regulation, industry consolidation and rising labor costs
Nov 9, 2023
•
Robert Wu
39
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How to understand today's China by looking at one of her richest towns?
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Did people return to Shanghai and Shenzhen post-COVID? - Charts of the week
Latest population migration trends in Chinese cities in 6 charts
Jan 18, 2024
•
Amber Zhang
39
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Baiguan - China Insights, Data, Context
Did people return to Shanghai and Shenzhen post-COVID? - Charts of the week
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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
Jul 8
•
Nina Chen
30
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Baiguan - China Insights, Data, Context
China's food delivery price war: 0 yuan milk tea becomes reality
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Understanding China’s future potential by studying a small 4th-tier city (Part 1)
As China is no longer growing as fast, what can we learn from the story of one of its most ordinary cities.
Aug 22, 2023
•
Nina Chen
and
Robert Wu
37
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Baiguan - China Insights, Data, Context
Understanding China’s future potential by studying a small 4th-tier city (Part 1)
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A practical guide to 3rd Plenum’s Decision for investors and business leaders
Innovate more and consume more
Jul 25, 2024
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Robert Wu
33
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Baiguan - China Insights, Data, Context
A practical guide to 3rd Plenum’s Decision for investors and business leaders
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Why China won’t bow its head to the West
A historical, cultural and personal perspective from a Chinese venture capitalist
Apr 13, 2023
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Robert Wu
35
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Baiguan - China Insights, Data, Context
Why China won’t bow its head to the West
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