Baiguan - China Insights, Data, Context
Baiguan, David Fishman, Amber Zhang, Robert Wu, Bob Chen, Pandawatch, Aaron, ReadChina, China Engine RoomActionable insights for anyone who has a real stake in China
| Platform |  | Pricing | Freemium | Publishes | Daily |
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| Issues | 422 | Founded | 3 years ago | Last Issue | 4 days ago |
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baiguan.newsLatest Issues
The “Grandma Economy”: Young Chinese Turn Nostalgia into a Cultural Force
From elderly influencers on Douyin to Dulong River weavers, Gen Z and millennials are finding warmth and luxury in the hands of the elderly.
A few weeks ago, a phrase kept appearing in my social feeds: “姥姥经济” — literally, “Grandma Economy....
DeepSeek, LVMH vs Molly Tea, state of economy - Baiguan Radio #39
Episode in brief
• Louis Vuitton won in court but may be losing with consumers. Robert says BigOne Lab’s transaction data show a major sales decline after the Molly Tea dispute, making this a materially different episode from many shor...
Our view on Chinese assets: July 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 s...
Louis Vuitton won. But Chinese netizens now call it a "toilet bag."
LVMH’s trademark verdict against Molly Tea
On Jul 2, 2026, the Suzhou Intermediate People’s Court ruled that Molly Tea (茉莉奶白), a Shenzhen-based tea chain with roughly 2,500 stores, infringed seven of Louis Vuitton’s quatrefoil graphic trad...
The Market Holds Its Breath for CXMT
This is an analysis of CXMT’s listing impact on the Chinese market, with a scenario analysis of Day-1 outcomes. One month past the peak, China’s two tech boards have given back a chunk of their 2025 gains. The trigger is partly global -- Ko...
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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.
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 MD. Public portfolio, see my biases, discount accordingly. Wine reviews to add sophistication. In 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.
Engineer-operator intelligence on China's industrial and technology system, covering AI, biotech, advanced manufacturing, and the companies shaping China's next economy.
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