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WorldAsia
When exactly will China’s semiconductor industry catch up with the West?
A conversation with a true industry insider
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Baiguan
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World
View allXi's Busy Travel Schedule, Long-Form AI Video, Dating Scam Bust by Anthropic, Moonshot IPO - Baiguan Radio #42Baiguan · 1d agoWhen exactly will China’s semiconductor industry catch up with the West?Baiguan · 5d agoLast Call: Early-Bird Ends Sept 13 — 2026 Autumn Baiguan China TourBaiguan · 7d agoAlibaba's $10B AI Equity Raise, Niu Lai, and Beijing's ‘Going Global’ Support Plan - Baiguan Radio #41Baiguan · 11d agoWhat does the “most capitalist” city in China tell about the future of globalizationBaiguan · 12d agoOur view on Chinese assets: August 2026Baiguan · 14d ago
Business
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View allXi's Busy Travel Schedule, Long-Form AI Video, Dating Scam Bust by Anthropic, Moonshot IPO - Baiguan Radio #42Baiguan · 1d agoChina aired the country’s first AI long-form dramaBaiguan · 6d agoAlibaba's $10B AI Equity Raise, Niu Lai, and Beijing's ‘Going Global’ Support Plan - Baiguan Radio #41Baiguan · 11d agoHow would Chinese technology look like five years from now?Baiguan · 20d ago
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WorldAsia
Last Call: Early-Bird Ends Sept 13 — 2026 Autumn Baiguan China Tour
This is the last call for the 2026 Autumn Baiguan China Tour early-bird discount (10% off all tour programs), valid only until 11:59 PM Beijing Time on September 13, 2026. After that, standard pricing applies and remaining seats will be released on a first-come, first-served basis.
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AI
Alibaba's $10B AI Equity Raise, Niu Lai, and Beijing's ‘Going Global’ Support Plan - Baiguan Radio #41
Notice: Early bird pricing for Baiguan China Tour will end on September 13.
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WorldAsia
What does the “most capitalist” city in China tell about the future of globalization
A conversation with David Fishman
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BusinessAsia
What China’s Markets Are Really Saying
Micro Evidence & Non-Consensus Observations — August 2026
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WorldAsia
Our view on Chinese assets: 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.
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TechnologyAsia
How would Chinese technology look like five years from now?
A Q&A with a true industry insider
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World
Field notes from the World Robot Conference in Beijing
I spent some time at the World Robot Conference (August 19–23) in Beijing.
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World
Data Update — 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.
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WorldAsia
Unitree’s IPO, Chinese Premier, Chinese Mayor - Baiguan Radio #40
And what you can expect to see in our upcoming robotics tour
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WorldAsia
The Experience Trade: what China buys when it stops buying things
Before today’s post — a quick note. Applications are open for the 2026 Autumn Baiguan China Tour, a month-long “marathon” of modular expeditions across October and November: Robotics & AI in Beijing, advanced manufacturing from Foshan to Shenzhen, the next energy cycle across Shanghai–Suzhou–Hangzhou, and premium consumption in Shanghai — plus weekend immersions in Datong, Yiwu and Nanjing.