Sitemap - 2026 - Baiguan - China Insights, Data, Context
Can China's Export Boom Last Into 2027? — Charts of the Week
The Post-80s: From Carrying the Load to Reallocating the Money
Pane: foreigners’ new China must-buy that does not look Chinese
Field Notes: AI, Robotics, Commercial Space and the Case for Niches - Baiguan Radio #45
Our view on Chinese assets: October 2026
2027 Spring Baiguan China Tour Survey
China’s Economy, Heard on the Street - October
Beyond AI and Semi: Shipbuilding’s “Quiet" Global Supercycle
What China’s Markets Are Really Saying
What China's 2026 “Golden Week” Consumption Reveals — Charts of the Week
After the Leopard Changed Its Spots - Two Years After China’s Great Policy Shift
Our view on Chinese assets: September 2026
David Fishman on Power, Politics, and a Mega-Dam: Inside China's Energy Sector - Baiguan Radio #43
How to Avoid Regulatory Blowups in China Stocks
Field notes from Hefei, China’s center of deep tech
The power grid trade: China's most certain spending
How U.S. Tech Restrictions Helped Build China’s Most Valuable Company
When exactly will China’s semiconductor industry catch up with the West?
China aired the country’s first AI long-form drama
Last Call: Early-Bird Ends Sept 13 — 2026 Autumn Baiguan China Tour
What does the “most capitalist” city in China tell about the future of globalization
What China’s Markets Are Really Saying
Our view on Chinese assets: August 2026
After solar and EV, what’s next for China’s energy sector?
How would Chinese technology look like five years from now?
Field notes from the World Robot Conference in Beijing
What you will actually learn in Baiguan China Tour?
Unitree’s IPO, Chinese Premier, Chinese Mayor - Baiguan Radio #40
The Experience Trade: what China buys when it stops buying things
Live Q&A: Baiguan China Tour Info Session
RSVP Now: 2026 Autumn Baiguan China Tour “Marathon”
Eel, Caviar and Electricity: China’s Answer to Guns, Germs, and Steel
The “Grandma Economy”: Young Chinese Turn Nostalgia into a Cultural Force
DeepSeek, LVMH vs Molly Tea, state of economy - Baiguan Radio #39
Our view on Chinese assets: July 2026
Louis Vuitton won. But Chinese netizens now call it a "toilet bag."
The Market Holds Its Breath for CXMT
China may attain healthcare’s Holy Grail: cracking the "impossible trinity"
Will China's RMB 60 trillion retail target unlock a consumption beta trade? Charts of the Week
China’s AI Bubble Checkup, CXMT’s IPO, and Beijing’s Market Calculus
The "Hefei Model" behind CXMT: a rule or an exception?
China Global Champions 30 is here, but it is not easy to trade them
Our View on Chinese Assets: June 2026
Is "Hukou" still a thing in China now?
Lululemon's Great Wall Drum Scandal
China's OPC Surge: entrepreneurial revolution or unemployment in disguise?
Some details of DeepSeek fundraising
The Real China AI Bull Market the World Missed: But Is the Bubble Already Too Big?
Is CXMT’s IPO a Black Swan Moment for the DRAM Giants?
The floodgate of locked-up shares is about to open in Hong Kong
One Micron Can Buy Virtually the Entire Chinese Internet Sector
Our View on Chinese Assets: May 2026
Is delivery war drawing to an end?
Reconsidering Risk, Reward, and Allocation to China
After Futu and Tiger, what else are attracting Beijng's attention?
China's latest credit data looks terrible. Why isn't Beijing panicking?
China's organic consumer growth has moved into the "what-on-earth-is-that" niches
China's data center: a primer on who's building it and who's cashing in
The shift toward small employers in China - Charts of the Week
What "lying flat" is really all about
Total shareholder return: The new playbook for Chinese equities
An authentic look at China's AI and robotics industry
Our View on Chinese Assets: April 2026
Real estate recovery broadens, salary bounces back — Charts of the Week
In China, car factories are becoming the new classrooms
The "Involution" of Autonomy: Why China’s Robotaxi War Is Just Getting Started
The Commercialization of China's Intangible Heritage
POP MART: no longer a playground for hedge funds, but interesting for long money?
Introducing Baiguan Pro — Our View on Chinese Assets, Starting Now
When a handbag brand makes better podcasts than podcasters
China macro: is the strong Jan & Feb data organic?
Baiguan China Tour Invite to RSVP: 2026 Shanghai AI & Robotics Innovation Tour
2026: Year One of China's AI Film Industry
Invite to RSVP: 2026 Shanghai AI & Robotics Innovation Tour
Invitation to RSVP: Baiguan 2026 Shanghai AI & Robotics Innovation Tour
China’s Growing Appetite for Low-Sugar Living: From Happy Fat-Boy Water to Health-Conscious Choices
Key Trends from Chinese New Year 2026 and What They Mean for Investors
Has China's “Old” to “New” Economic Transformation Happened?
Five observations about AI in China: a status check
Do Chinese households feel confident again?
"Going abroad": China's investment upside optionality for 2026 - Charts of the Week
After Maduro, how does Latin America really see China today - Baiguan Radio #38
My constructive view on Pop Mart: Why I think it doesn’t look expensive now
The Rise of "Ugly Cute" IPs: Why Young Chinese Have Become Obsessed with "Ugly" Things
Why is China cooling the market, for now?
Space Race 2.0? 2026 is China’s "SpaceX Moment"
Game of Beans: How's a Humble Soybean Weaponized in Trade War
Why is Chagee Failing at Home but Winning Overseas?
Hainan's "Customs Closure": Is China Building a Next Hong Kong — in Hainan?