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Baiguan - China Insights, Data, Context

China Context

RMB appreciation: why now, how far it can go, and will it boost domestic consumption?

Synthesizing analyses from Baiguan's experts and partners

Robert Wu's avatar
Robert Wu
Dec 19, 2025
∙ Paid

The recent RMB appreciation is a topic we’ve been closely tracking over the past two weeks. We’ve already published two podcast episodes on the subject (EP36 with Johnny Zou, EP37 with João Philippe de Orléans e Bragança), bringing in different perspectives from friends of the channel. At the same time, our partners — including CF40, Horizon Insights, a…

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