Baiguan - China Insights, Data, Context
Baiguan, David Fishman, 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 | 414 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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baiguan.newsLatest Issues
Data Update — June 2026
Sportswear, Gold & Jewelry, Luxury, E-commerce & 618, Pop Mart, and Tea & Coffee
A Note From Baiguan
The "Hefei Model" behind CXMT: a rule or an exception?
Is China's government venture capital patient?
On July 15, ChangXin Memory Technologies, better known as CXMT, is scheduled to begin book-building for what may become China’s largest semiconductor IPO. Investor subscriptions will follow on...
The Token Export
China turning inference into a good trade
Start with one number that does not feel possible: In late 2024, Chinese open-weight models were under 1.2% of the tokens flowing through OpenRouter, the largest neutral marketplace where developer...
China Global Champions 30 is here, but it is not easy to trade them
China’s vast and still-fast export engine has produced a large class of companies with real global influence.
China’s vast and still-fast export engine has produced a large class of companies with real global influence. We screened Chinese...
Our View on Chinese Assets: June 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...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Baiguan.
| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where Baiguan ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 585 | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #56 |
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/
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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