Baiguan - China Insights, Data, Context
Baiguan, Amber Zhang, Aaron, Olivia Plotnick, Robert Wu, David Fishman, Baiguan China Tour, Bob Chen, PandawatchActionable insights for anyone who has a real stake in China
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 454 | Founded | 4 years ago | Last Issue | 3 days ago |
| Active | |||||
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baiguan.newsLatest Issues
2027 Spring Baiguan China Tour Survey
We’re currently designing the next Baiguan China Tour for spring 2027 — and before we lock in cities, companies, and dates, we want to hear from you.
This short poll helps us shape the itinerary around what you actually want to see: themes...
Data Update — September 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...
China’s Economy, Heard on the Street - October
“Are there any real bright spots in the economy?
“Are there any real bright spots in the economy? Apart from AI?”
Golden Week Spending, China’s Housing Affordability Push, EU Trade, Manus After Meta, and the AI Access Fight - Baiguan Radio #44
Episode in brief
- Golden Week was healthier than the headlines. Total trips and spending both rose. Only spending per trip fell, by about 2%. Robert reads that as money spreading to smaller towns and to services, not as weak demand....
Beyond AI and Semi: Shipbuilding’s “Quiet" Global Supercycle
China holds ~76% share of global new shipbuilding orders amid a global superboom
In the first nine months of 2026, Chinese shipyards took 53.91 million compensated gross tonnes (CGT) of new shipbuilding orders — roughly 76% of everything t...
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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
Co-Editor of VoC & Baiguan. Experienced investor. Be bold, at the right timing.
10+ yrs in China. On-the-ground observations of retail, consumer behavior, digital platforms and coffee shops. Lots and lots of coffee shops ☕️
CEO of BigOne Lab, 🇨🇳's leading alt data company. Write 1) Baiguan, data-driven insights about 🇨🇳 biz 2) China Translated, a practical review of events with long-term impact, 3) Robert Wu’s Portfolio, my personal portfolio
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
Baiguan China Tour
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 MD. Public portfolio, see my biases and discount accordingly. Wine reviews to add sophistication. In Hong Kong since 2007.
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