🎉 Last 3 Days – 40% off Annual Baiguan Subscription

Baiguan Anniversary Sale — 40% Off

Dear Baiguan readers,

Baiguan is turning two!

What started as a small project in March 2023 to make sense of China beyond the headlines, and has grown into a trusted resource for thousands of investors, business leaders, researchers, and globally curious minds like you.

Whether you've been reading from day one or recently joined the journey, thank you for being part of this growing community diving deep into China’s economy, society, and global impact.

To celebrate our anniversary, we're offering 40% off our annual subscription — until May 10th. Don't miss this opportunity!

Paid subscribers enjoy exclusive perks beyond paywalled content within our Discord community, including:

• Daily Digest of China Equity Research:

  • Macro insights on the evolution of China's real estate, consumer trends, and policy shifts, and their implications for the equities market.

  • Analysis of specific stocks presenting investment opportunities.

  • Explanations of emerging opportunities in China's high-tech industries such as humanoid robots, robotaxis, semiconductors, and AI.

• Direct Interaction with Top China Experts: Ask questions and exchange ideas with a selective group, including:

  • Glenn Luk, renowned for his deeply data-driven takes at reading, writing & investing

  • David Fishman, a power sector expert and great writer of China anecdotes at Crossing the River by Feeling the Stones David Fishman

  • Moatless Capital, a Greater China-based investor who writes at Moatless Musings

  • Bob Chen, an old friend of Baiguan who has a unique background spanning state-run think tank and venture capital who writes at Bob Chen

  • MJFinance, a top venture capitalist of MJFinance’s Newsletter

  • An anonymous expert who is one of the best China TMT research analysts in the market

• Timely sharing and discussion of market sentiment, trade ideas, and equity allocation strategies, including early identification of promising names like Laopu Gold, Popmart, Mixue, and China Mobile, as well as early warnings and profit-taking suggestions for overheated China tech stocks.

  For instance, here's my latest sharing with our subscribers on what I did with China's banking stocks:

  

  Baiguan Discord

• Engaging Community Discussions: Participate in discussions on geopolitics, policies, and book recommendations with an inquisitive and intellectual global community.

Here's a glimpse of our Discord channel for happy paid subscribers – over 50% of all paid Baiguan subscribers have joined!

Coming Up in Our Newsletter: We will feature data insights on China’s latest consumer confidence following the Labor Day Holiday, the recent real estate and job market (including the potential impact on export-reliant regions) in our "charts of the week" series, and my thoughts on how to invest next.

Whether you're investing in China, running a business, exploring the consumer market, or simply trying to make sense of China's evolving economy, Baiguan is built to be your actionable, trusted guide. If you’ve found our work valuable, consider upgrading — or share it with someone who would benefit.

Thank you for reading, supporting, and growing with us.

— Amber & the Baiguan team