Sitemap - 2025 - Baiguan - China Insights, Data, Context
Where does China rank in global arms exports?
China's food delivery war: Why the market is betting on Alibaba
Sign Up Now: 2025 Baiguan China Tour Officially Open
How China’s hotel industry is transforming into a lifestyle business
August RatingDog China Manufacturing PMI rose to 50.5, returning to the expansion zone
Have China’s job postings been bottom out?
Five structural forces that could extend China's "Quiet Bull" into a generational shift
What’s Pushing China’s Stocks to Decade Highs?
The deep transformation of China’s consumption structure: a complex picture beyond “downshifting”
Best moments from the 1st World Humanoid Robotics Games in Beijing
The Broken Dreams of China's Village Cafés
Ebb and flow of China's middle-class "cool sports" China New Consumption #5
Why do policies decide your returns in China education stocks?
How has macroeconomic research misjudged China?
Anti-involution, birth subsidies, mega projects in Tibet - Baiguan Radio #35
The fall of China's iconic national brand
Why China is building the world's largest hydropower station in Tibet
RSVP Now: Baiguan China Tour – Itinerary Released (Oct 26–29)
China's End-of-Q2 Consumer Pulse – Charts of the Week
China's anti-extravagance mandates hit restaurants and liquor sectors
Baiguan Discord Digest | Mid-July 2025 Edition
Insta360: how it grew without chasing the "next big thing" - China New Consumption #4
China's "boom-era vibe" amid a deflationary reality
China's food delivery price war: 0 yuan milk tea becomes reality
Can IFBH(6603.HK) sustain its impressive growth momentum?
Chagee - next Starbucks but for tea? China New Consumption #3
Will China's surprising consumption growth in May last?
What is the quality of China's economic recovery? - Charts of the week
China's role in Iran, chips for rare earths, consumption data, RMB stablecoins - Baiguan Radio #34
Pop Mart — China’s Disney, or a manipulated hype? China’s New Consumption #2
Experiencing the Real “Belt and Road”
Help us design the Baiguan China tour
China’s New Consumption: #1 Laopu Gold, a scam or real luxury?
Xi-Trump call, Trump-Musk feud, Harvard girl's speech, Jiangsu City League - Baiguan Radio #33
Why IF Coconut Water won China by not acting like a beverage company
Xiaomi's 3nm mobile SoC chip: 5 controversies, unpacked
China's self-sufficiency in 35 critical "stranglehold" technologies
China: Back to Reality – Charts of the Week
China's consumer market: A nuanced recovery (Part II)
China's consumer market: A nuanced recovery (Part I)
Why Starbucks is failing big in China
US-China "truce", AI diffusion, China-Latin America, new M&A rules - [curated podcast transcript]
US-China "truce", AI diffusion, China-Latin America, new M&A rules - Baiguan Radio #31
China's Real Estate Market Post-Liberation Day - Charts of the Week
China’s real consumer strength—What Labor Day travel reveals
How this PE Firm won big in China – It didn’t bet on tech or AI
What happens when a nation built on growth runs short of babies?
JD vs. Meituan: Are consumers switching over?
Is there any incremental information from this week's econ-focused Politburo meeting?
China’s Q1 Growth: Solid Start, But What's Next? – Charts of the Week
Baiguan Radio #28: Trade war, Boeing, Jensen Huang, high-sea fishing, Xi's Southeast Asia trip
Where to invest amid the US-China trade war 2.0
A firsthand look at how China’s exporters are reacting to US tariffs
Tariff war - Week 2 - Baiguan Radio #27
Why Baidu is facing its biggest crisis in the AI age
How big of a problem are tariffs for China's economy?
EP26. TARIFF!!! - With Zichen Wang and Johnny Zou
Three "bad news" for Chinese tech stock
The coffee wave: Gen Z's impact on China's rural lifestyle
EP25. Xi met CEOs, foreign businesses in China, EVs, boosting income
Investment opportunities of China's FMCG market: the dawn of a recovery?
China's demographic paradox: empty cribs and full pet beds
EP24. Li Ka Shing, domestic consumption, Xi-Trump meeting rumors - Baiguan X Pekingnology
A "decoupled" bull: Chinese equities opportunities in focus – Charts of the Week
I tried Manus: it's not the tech breakthrough you think it is
How do Chinese cities beat population decline?
Is Manus a technological breakthrough or a marketing bubble?
Bob Chen on implication for China after Trump-Zelenskyy spat
EP 23. Two Sessions, birth subsidies, tariffs, TSMC - Baiguan X Pekingnology
Where does China stand on the global humanoid value chain?
Investment opportunities in Chinese consumer equities: MAOGEPING (1318.HK)
China reality check after the DeepSeek rally - Charts of the Week
Why is it much harder to track China's tech disruptors for global investors after decoupling
How Nezha 2 achieved legendary success amidst Chinese film industry's winter
Bumpy ride ahead in Hong Kong and China ADRs
DeepSeek is a soul-searching moment for China's struggling VC industry
A panoramic view of Spring Festival consumption
Hangzhou: The city behind DeepSeek’s rise and why it’s just the beginning
Four stories of Chinese youth breaking through high unemployment
Are imported brand-name drugs vanishing from China’s public hospitals?
DeepSeek implications for China equities
"The story behind Baiguan" (reprinted) and our recommended writings - CNY Special Edition
EP21. On DeepSeek - Baiguan X Pekingnology, with Johnny Zou
EP20. Baiguan X Pekingnology podcast collab - pilot episode
3 key areas to watch out for in Q1 for Chinese equity investors - Charts of the Week
Chinese central banker's HK speech is important
TikTok refugees flocking to Red Note: what it signifies for China's global "soft power" and economy
Where do investment opportunities lie in China's after-school tutoring sector in the new era?
Why are China's venture capital funds acquiring publicly listed companies?
DeepSeek: The low-profile Chinese AI startup shaking up the LLM price war