Baiguan - China Insights, Data, Context
Baiguan, David Fishman, Amber Zhang, Robert Wu, Bob Chen, Olivia Plotnick, ReadChina, China Engine RoomActionable insights for anyone who has a real stake in China
| Platform |  | Pricing | Freemium | Publishes | Daily |
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| Issues | 426 | Founded | 3 years ago | Last Issue | 7 days ago |
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Unitree’s IPO, Chinese Premier, Chinese Mayor - Baiguan Radio #40
Welcome to the new episode of Baiguan Radio, hosted by .
Episode in brief
- Unitree had a blockbuster IPO, confirming intense demand for a sector Robert Wu calls “a necessary bubble”: capital has to fund years of loss-making data col...
The Experience Trade: what China buys when it stops buying things
Before today’s post — a quick note. Applications are open for the 2026 Autumn Baiguan China Tour, a month-long “marathon” of modular expeditions across October and November: Robotics & AI in Beijing, advanced manufacturing from Foshan to Sh...
RSVP Now: 2026 Autumn Baiguan China Tour “Marathon”
We are witnessing a paradigm shift in global interest around China.
For many years, China was only understood through the lens of a “big market.” Tales and books were written about how foreign executives came to China seeking the adventure...
Eel, Caviar and Electricity: China’s Answer to Guns, Germs, and Steel
This is the second guest writing piece by , longtime friend of Baiguan and a C-level executive at a top healthcare company in China with a career of more than 2 decades spanning healthcare, internet platforms, and AI in China. He writes abo...
The “Grandma Economy”: Young Chinese Turn Nostalgia into a Cultural Force
From elderly influencers on Douyin to Dulong River weavers, Gen Z and millennials are finding warmth and luxury in the hands of the elderly.
A few weeks ago, a phrase kept appearing in my social feeds: “姥姥经济” — literally, “Grandma Economy....
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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.
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
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/
10+ yrs in China. On-the-ground observations of retail, consumer behavior, digital platforms and coffee shops. Lots and lots of coffee shops ☕️
Track and interpret China’s macro economy, tech policies, investment opportunities and risks. Try to cut through the noise to spotlight what truly matters.
Engineer-operator intelligence on China's industrial and technology system, covering AI, biotech, advanced manufacturing, and the companies shaping China's next economy.
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