Baiguan - China Insights, Data, Context
Baiguan, Amber Zhang, Robert Wu, Bob Chen, Winslow GaoActionable 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.
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
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/
Anthropology, Business, Product Design.
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