EP 23. Two Sessions, birth subsidies, tariffs, TSMC - Baiguan X Pekingnology

Timeline

[00:56] Two Sessions

[03:31] Birth subsidies

[06:33] 1-trillion-yuan state VC fund

[11:33] China’s new tariff on US agriculture

[17:32] Trump’s impact on stock market confidence

[19:47] Significance of TSMC’s $100b investment in the US

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And a small announcement here. I have started a new newsletter called

Paid Sub

, where I will discuss China’s market intelligence, Data-as-a-Service, professional knowledge and paid content industry in China - basically the industry I work for and have dedicated my life to. It will be an interesting industry publication if you are also working in our industry.

In the first article just published today, I discussed the main difference between China and the West in our industry:

One of very few Chinese industries that is still ~1/100 of the West