Baiguan - China Insights, Data, Context
Baiguan, Amber Zhang, Robert Wu, Pandawatch, AaronActionable insights for anyone who has a real stake in China
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 401 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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baiguan.newsLatest Issues
One Micron Can Buy Virtually the Entire Chinese Internet Sector
What’s Behind the Giants' Bizarre Cash-Burn?
In our previous article, we highlighted key signals indicating that the destructive, heavy-subsidy food delivery wars among China’s internet platforms were finally drawing to a close (see Is the...
Our View on Chinese Assets: May 2026
Dear Baiguan Pro readers,
Dear Baiguan Pro readers,
Is delivery war drawing to an end?
A data-driven look looking at top tea and coffee chains
On April 1, we officially launched Baiguan Pro, our professional-tier subscription designed for investors seeking deeper, more specific coverage of Chinese equities. Baiguan Pro deliv...
Reconsidering Risk, Reward, and Allocation to China
If it’s zero, at least let's make it an informed zero
Beijing’s regulatory decision against online brokers last week, which we just wrote a note about, once again put the policy risk of investing in China in sharp focus.
After Futu and Tiger, what else are attracting Beijng's attention?
On Friday, May 22, Chinese regulatory authorities launched a sweeping crackdown on illegal cross-border securities trading, targeting major online brokerages Futu Holdings, Tiger Brokers, and Longbridge Securities.
On Friday, May 22, Chine...
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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
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.
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