Sitemap - 2024 - Baiguan - China Insights, Data, Context
Personal narratives of disillusioned Chinese people settling in Kunming
EP19. Max Peiro, CEO of Rehub, on luxury industry's past and future in China
The pink tax and period stigma in China
Is China's local government stimulus effective in boosting consumption?
EP18. CEWC, consumption, stimulus, personal pension fund
China is serious about boosting domestic consumption
Is China's economic data telling the truth? - Charts of the Week
A ¥2 billion ghost town: China's oversupply problems in tourism
Baiguan is not just a newsletter #2
The secret: sell Chinese VICs expensive but useless stuff
China's October recovery: time to bet again? - Charts of the Week
How foreign companies' 'easy money' era in China came to an end
The new 'rich people' sports in China
Laopu Gold(6181.HK): Handcrafted Chinese gold thrives despite sluggish luxury sales
China's war on pollution started here in this small county, what does it mean for China's future?
Gender antagonism? Chinese comedian ignites major feminism controversy
China's real estate: on the mend, but what's next?
The Chinese equities playbook after the recent rally - Charts of the Week
How many trillions are enough to appease the market?
Contextualizing the NDRC presser: is it communication error or an intentional act?
Has China's younger generation really chosen to 'lie flat'?
China market's epic rally: how sustainable will it be?
Chinese enterprises in Mexico: Innovating on new soil
Can Lululemon's China bet propel growth amid slowing global sales?
How is inland migration reshaping China's economy?
Can Luckin Coffee improve its profit margin amid "consumption downgrade" in China
Baiguan is not just a newsletter
China equities investment opportunities from summer consumer trends
How Black Myth Wukong rose from a "worst" business model
BABA, PDD, Tencent, Meituan, NetEase, JD - Key Drivers, Debates and Baiguan Non-Consensus Views #1
How did China's urban-rural divide emerge?
EP 16. Do Chinese leaders actually know what is going on with the economy?
What the 2024 Paris Olympics reveal about the changing values of Chinese athletes and society
Could China's exports continue to drive GDP growth? - Charts of the Week
How does Nongfu Spring rescue itself amidst the storm of nationalism?
Will Pop Mart (9992.HK) become China's Disney?
What gets Chinese consumers to spend - Charts of the Week
Why is market unimpressed by 3rd Plenum?
Exclusive Invitation: "Ask Me Anything" on China next Wednesday Jul 31
A practical guide to 3rd Plenum’s Decision for investors and business leaders
Why New York professionals are crazy for this Chinese commute shoe?
Evaluating China's economic strength through tax revenue
The resentment faced by Baidu's Apollo Go robotaxi: unjust or deserved?
Who are the silent winners in China's structural tranformation?
6 themes for Chinese equities in 2024 H2 - Charts of the Week
China's higher education disillusionment: practicality over idealism
How Japanese "soft power" is influencing China's Gen Z consumers
China's first major policy response to its VC crisis
The silent crisis: China's pharmaceutical industry in need of policy revamp
Domestic demand in China, real estate, and job market trends - Charts of the Week
How a young venture capitalist stays confident about China's future despite challenges
China's labor market: silver linings in the fog
China's EV boom faces a reality check: recent layoffs signal industry challenges
EP14. Johnny Zou, Yale-educated top venture capitalist and fellow substacker
How to understand Chinese real estate optimization policies on May 17th?
Can China catch up with the US in AI?
Chinese consumers' "domestic pride," real estate market, and job market trends - Charts of the week
Unraveling China's luxury watch decline: high-end consumption is diverging
EP13. Baiguan AMA - TikTok, Elon Musk, venture capital, capital market
Nationalism in China: A business strategy over political discourse
China's May Day holiday winner: County-level destinations - Charts of the Week
Are Chinese consumers heading into a "Lost Decade" similar to Japan's?
Exclusive Invitation: "Ask Me Anything" on China - Sign up before April 26 to secure your spot
"Overcapacity" or "involution"? How China's manufacturing suffers from over-competition
China's venture capital industry is dying
Luckin Coffee's greatest challenge: outpacing its own shadow
Optimism despite challenges: a Malaysian-Chinese family's trip to find roots in China's hinterland
China’s AI at the crossroad: dream less, profit more!
How can Chinese companies manage their brand reputation in turbulent times?
PDD's secretive founder, his mentor and Warren Buffet - and why Financial Times was clueless
Consumption downgrade? China’s national liquor baijiu reveals recent consumer sentiment
Grassroots insights unveil trends in China’s consumption, real estate, industry, and employment
🎉 Special Offer Inside! Celebrating One Year Together
What does China's “hometown of fireworks” tell about its county-level economy?
China's Spring Festival tourism revenue surpassed 2019, reaching a record high — Charts of the Week
What the “Capital of Porcelain” foretells about China's future
China consumer market opportunities 2024 - Charts of the Week
Trends in 2024 of data regulation - China Tech Governance Review Vol.3
Insights into the current Chinese real estate market: will China's real estate bubble burst?
The world tastes the sweetness of US-China decoupling
How wealthy Chinese shop for home decor in 2024
Top hidden consumer trends in China for Q4 2023
Chinese investors frantically invest in overseas assets: An outburst of collective sentiments
China’s plummeting fertility rate: a family affair or national concern?
Did people return to Shanghai and Shenzhen post-COVID? - Charts of the week
Semaglutide for China's wealthy: not just weight loss, but power and hope
EP 11. Decades of Navigating China's Evolving Business Landscape with Andrew Cainey
Decathlon's effortless win in China's sporting goods market