Baiguan - China Insights, Data, Context
Baiguan, Amber Zhang, Robert Wu, Bob ChenActionable insights for anyone who has a real stake in China
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 392 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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baiguan.newsLatest Issues
The shift toward small employers in China - Charts of the Week
A quiet structural shift is reshaping the Chinese labor market
Our job postings data across major online recruitment platforms in China shows a quiet but structural shift that nobody is talking about.
What "lying flat" is really all about
”Lying flat”, or Tang Ping, is a concept that started to become popular around 2021 in China. At its simplest, Tang Ping means doing the bare minimum to get by. It is a rejection of the traditional Chinese rat-race culture. Instead of worki...
Total shareholder return: The new playbook for Chinese equities
This piece is the deep-dive follow-through on one of our Q2 themes: shareholder return and dividends in China, which we flagged in our first Pro issue.
This piece is the deep-dive follow-through on one of our Q2 themes: shareholder return...
An authentic look at China's AI and robotics industry
Last week, the Baiguan team successfully concluded our second-ever China Tour, focusing on the AI and robotics ecosystem in Shanghai.
19 investors, family offices, and entrepreneurs from the US, Germany, South Korea, Malaysia, and Austral...
Our View on Chinese Assets: April 2026
Dear Baiguan Pro readers,
Dear Baiguan Pro readers,
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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/
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