Baiguan - China Insights, Data, Context

Baiguan - China Insights, Data, Context

Home
Podcast
China Context
Investment
Consumer
Newsletters
Leaderboard
About

Charts of the Week

A "decoupled" bull: Chinese equities opportunities in focus – Charts of the Week
Which consumer stocks deserve your attention beyond big tech?
 • 
Amber Zhang
 and 
Nina Chen
China reality check after the DeepSeek rally - Charts of the Week
China's economy stabilizing and finding a bottom, for now
 • 
Amber Zhang
3 key areas to watch out for in Q1 for Chinese equity investors - Charts of the Week
"Charts of the Week" is Baiguan's series that features key data points to help you quickly grasp the general state of affairs in China in just a few…
 • 
Amber Zhang
Is China's economic data telling the truth? - Charts of the Week
Gao Shanwen, chief economist at SDIC securities, on China's GDP abnormalities, true employment and consumption conditions
 • 
Amber Zhang
China's October recovery: time to bet again? - Charts of the Week
China’s domestic demand, real estate, and recruitment trends in 7 charts
 • 
Amber Zhang
The Chinese equities playbook after the recent rally - Charts of the Week
BABA, JD, Meituan, Pop Mart, and other investment opportunities in 12 charts
 • 
Amber Zhang
China's consumer confidence gets its first test after stock market rally: key data from National Day Holiday
Stock markets on the rise: what's next?
 • 
Amber Zhang
China's youth unemployment hits a new high again; Popmart gets a sales boost from "lipstick effect" – Charts of the Week
The latest updates on employment, e-commerce (Tmall, JD, Douyin, Kuaishou), Popmart's the "lipstick effect", and the real estate market in 9 charts.
 • 
Amber Zhang
Could China's exports continue to drive GDP growth? - Charts of the Week
China's latest export and real estate in 11 charts
 • 
Amber Zhang
 and 
Nina Chen
What gets Chinese consumers to spend - Charts of the Week
"Charts of the Week" is Baiguan's series that features key data points to help you quickly grasp the general state of affairs in China in just a few…
 • 
Amber Zhang
1
6 themes for Chinese equities in 2024 H2 - Charts of the Week
Themes and opportunities to watch in China's stock market for 2024 H2
 • 
Amber Zhang
5
Domestic demand in China, real estate, and job market trends - Charts of the Week
China's top trends in under 3 minutes; week of June 17, 2024
 • 
Amber Zhang
 and 
Nina Chen
© 2025 Baiguan
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture