Baiguan - China Insights, Data, Context
Baiguan, Mu Chen, Amber Zhang, Robert Wu, Joy Wei, CFA, Wenni Ruan, Nina Chen, Elena Wang, AaronActionable insights for anyone who has a real stake in China
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 359 | Subscribers | Read | baiguan.news |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Pregnancy Tests Aren't Selling, But Sex Toys Are Booming
China’s New Consumer Trend - What This Means for Investors
Domestic demand as "strategy": why this time may be different for China
Last year, right before 2024’s Central Economic Work Conference, we wrote an essay arguing that domestic consumption had finally been elevated to a high priority in China’s policy hierarchy.
2026 China Equity Outlook: 6 Long-term Themes for Investors
What comes after the "easy money"?
RMB appreciation: why now, how far it can go, and will it boost domestic consumption?
Synthesizing analyses from Baiguan's experts and partners
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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.
CEO of Canopy Founder of BigOne Lab
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) Paid Sub, the ONLY newsletter on CN’s paid intelligence industry
dedicated to uncovering investment opportunities in China
Covered Internet sector. Trying to be an independent thinker.
Driven by deep compassion for humanity and an enduring bond with ethnic memories; MS Finance at Boston College
Be a critical learner!
Co-Editor of VoC & Baiguan A Chinese investor who started in Russia and fought into the US market
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