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WorldAsia
“Honest Industrial Meals”: Why Instant Noodles and Sausage Are Premiumizing Amid Weak China Consumption
When delivery feels less trustworthy, branded pantry dinners start to make sense
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Baiguan
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View all“Honest Industrial Meals”: Why Instant Noodles and Sausage Are Premiumizing Amid Weak China ConsumptionBaiguan · 2026-10-30 10:03 UTC2027 Spring Baiguan China Tour SurveyBaiguan · 2026-10-29 10:03 UTCData Update — September 2026Baiguan · 2026-10-27 10:03 UTCBeyond AI and Semi: Shipbuilding’s “Quiet" Global SupercycleBaiguan · 2026-10-19 10:03 UTCWhat China's 2026 “Golden Week” Consumption Reveals — Charts of the WeekBaiguan · 2026-10-13 10:02 UTCChina's Hackathon BoomBaiguan · 2026-10-07 10:02 UTC
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View allGolden Week Spending, China’s Housing Affordability Push, EU Trade, Manus After Meta, and the AI Access Fight - Baiguan Radio #44Baiguan · 2026-10-20 09:57 UTCBeyond AI and Semi: Shipbuilding’s “Quiet" Global SupercycleBaiguan · 2026-10-19 10:03 UTCField notes from Hefei, China’s center of deep techBaiguan · 2026-09-23 10:10 UTCXi's Busy Travel Schedule, Long-Form AI Video, Dating Scam Bust by Anthropic, Moonshot IPO - Baiguan Radio #42Baiguan · 2026-09-14 10:05 UTCChina aired the country’s first AI long-form dramaBaiguan · 2026-09-09 10:02 UTCAlibaba's $10B AI Equity Raise, Niu Lai, and Beijing's ‘Going Global’ Support Plan - Baiguan Radio #41Baiguan · 2026-09-04 09:59 UTC
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WorldAsia
2027 Spring Baiguan China Tour Survey
We’re currently designing the next Baiguan China Tour for 2027 spring — and before we lock in cities, companies, and dates, we want to hear from you.
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World
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.
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BusinessAsia
China’s Economy, Heard on the Street - October
“Are there any real bright spots in the economy?
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AI
Beyond AI and Semi: Shipbuilding’s “Quiet" Global Supercycle
China holds ~76% share of global new shipbuilding orders amid a global superboom
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BusinessAsia
What China’s Markets Are Really Saying
Two Years After 9/24: China’s Growth Story Has Changed— oct 2026
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WorldAsia
What China's 2026 “Golden Week” Consumption Reveals — Charts of the Week
More trips, thinner wallets at home, fuller ones abroad
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WorldAsia
China's Hackathon Boom
How China's AI hackathons became a launchpad, a job interview and a Saturday night out
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WorldAsia
After the Leopard Changed Its Spots - Two Years After China’s Great Policy Shift
Before today’s post — applications are still open for the 2026 Autumn Baiguan China Tour:
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WorldAsia
Our view on Chinese assets: 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.
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WorldAsia
How to Avoid Regulatory Blowups in China Stocks
A practical framework for spotting policy risk before it hits the share price.
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World
Data Update — August 2026
On April 1, we officially launched Baiguan Pro, our professional-tier subscription designed for investors seeking deeper, more specific coverage of Chinese equities.