Baiguan - China Insights, Data, Context
Baiguan, Amber Zhang, Robert Wu, Bob Chen, Pandawatch, Aaron, ReadChinaActionable insights for anyone who has a real stake in China
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 408 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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baiguan.newsLatest Issues
Lululemon's Great Wall Drum Scandal
What the marketing disaster reveals about China's changing national identity
On May 30, 2026, Lululemon staged a yoga festival on a stretch of the Great Wall in Huairou District, Beijing. The production was lavish: a thousand participants,...
China's OPC Surge: entrepreneurial revolution or unemployment in disguise?
How one-person companies are rewriting the vibes of entrepreneurship in China
In early 2024, Sam Altman told Reddit co-founder Alexis Ohanian that he and his tech CEO friends had a running bet going — a pool for the year the first one-pers...
Data Update - May 2026
On April 1, we officially launched Baiguan Pro, our professional-tier subscription designed for investors seeking deeper, more specific coverage of Chinese equities.
On April 1, we officially launched Baiguan Pro, our professional-tier sub...
Some details of DeepSeek fundraising
This is an emergency translation of an account of the recently closed DeepSeek fundraising. We think this offers a unique glimpse of what type of company DeepSeek is and what type of person Liang Wenfeng is.
The original article was writte...
The Real China AI Bull Market the World Missed: But Is the Bubble Already Too Big?
But Is the Bubble Already Too Big?
On April 1, we officially launched Baiguan Pro, our professional-tier subscription designed for investors seeking deeper, more specific coverage of Chinese equities. If you missed our launch piece, you ca...
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Authors
The writers behind this newsletter.
Baiguan - China Insights, Data, Context Your trusted source for credible, multi-faceted and actionable insights about China.
Follow me for data-driven insights on China
CEO of BigOne Lab, \ud83c\udde8\ud83c\uddf3's leading alt data company. Write 1) Baiguan, data-driven insights about \ud83c\udde8\ud83c\uddf3 biz 2) China Translated, a practical review of events with long-term impact, 3) Robert Wu’s Portfolio, my personal portfolio
Currently a venture capitalist and a former macroeconomist based in China. University of Chicago alumni, so you know how much I favor free market and Gothic. https://www.linkedin.com/in/bob-chen-96bb9521/
Investing in China. Fortune cookie purveyor. Reformed Investment Banking Managing Director. Public portfolio to show you my biases. Discount accordingly. Wine reviews to add much needed sophistication to this blog. Hong Kong since 2007.
Co-Editor of VoC & Baiguan. Experienced investor. Be bold, at the right timing.
Track and interpret China’s macro economy, tech policies, investment opportunities and risks. Try to cut through the noise to spotlight what truly matters.
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