*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 s...

12 days ago

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David Fishman on Power, Politics, and a Mega-Dam: Inside China's Energy Sector - Baiguan Radio #43

About the Guest

is a principal consultant in the China practice of The Lantau Group, an energy economics and policy advisory that works with industrial power buyers and investors across solar, wind, nuclear and coal assets. He writes Cross...

15 days ago

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How to Avoid Regulatory Blowups in China Stocks

Regulatory risk is one of the biggest concerns for investors in China. Pandawatch, friend of Baiguan and long term investor in China, recently gave a presentation on this topic discussing common patterns across precedents, with the goal of...

19 days ago

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Baiguan

Baiguan - China Insights, Data, Context Your trusted source for credible, multi-faceted and actionable insights about China.

David Fishman

Sharing stories from China, as told by Chinese people. Work in the power sector, and tweet about China electricity and energy, especially energy economics, policy, and news for renewables, nuclear power, and grid issues at @pretentiouswhat

Amber Zhang

Follow me for data-driven insights on China

Robert Wu

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

Bob Chen

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/

Pandawatch

Investing in China. Fortune cookie purveyor. Reformed investment banking MD. Public portfolio, see my biases and discount accordingly. Wine reviews to add sophistication. In Hong Kong since 2007.

Olivia Plotnick

10+ yrs in China. On-the-ground observations of retail, consumer behavior, digital platforms and coffee shops. Lots and lots of coffee shops ☕️

Aaron

Co-Editor of VoC & Baiguan. Experienced investor. Be bold, at the right timing.

Baiguan China Tour

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