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Discover more/Create at: @skystack.xyz
Do Chinese households feel confident again? • Rounding up recent data points that are still largely ignored by the market
Do Chinese households feel confident again?
Rounding up recent data points that are still largely ignored by the market
www.baiguan.news
February 9, 2026 at 12:42 PM
Do Chinese households feel confident again? • Rounding up recent data points that are still largely ignored by the market
"Going abroad": China's investment upside optionality for 2026 - Charts of the Week • Overseas exposure is the hedge for domestic "involution"
"Going abroad": China's investment upside optionality for 2026 - Charts of the Week
Overseas exposure is the hedge for domestic "involution"
www.baiguan.news
February 5, 2026 at 12:42 PM
"Going abroad": China's investment upside optionality for 2026 - Charts of the Week • Overseas exposure is the hedge for domestic "involution"
After Maduro, how does Latin America really see China today - Baiguan Radio #38 • A conversation with a macro investor from Brazil's largest hedge fund
After Maduro, how does Latin America really see China today - Baiguan Radio #38
A conversation with a macro investor from Brazil's largest hedge fund
www.baiguan.news
February 3, 2026 at 12:42 PM
After Maduro, how does Latin America really see China today - Baiguan Radio #38 • A conversation with a macro investor from Brazil's largest hedge fund
My constructive view on Pop Mart: Why I think it doesn’t look expensive now • What social media and sales data say about post-Labubu demand
My constructive view on Pop Mart: Why I think it doesn’t look expensive now
What social media and sales data say about post-Labubu demand
www.baiguan.news
January 27, 2026 at 12:43 PM
My constructive view on Pop Mart: Why I think it doesn’t look expensive now • What social media and sales data say about post-Labubu demand
The Rise of "Ugly Cute" IPs: Why Young Chinese Have Become Obsessed with "Ugly" Things • In a high-pressure era, imperfect, empathetic items are outpacing luxury
The Rise of "Ugly Cute" IPs: Why Young Chinese Have Become Obsessed with "Ugly" Things
In a high-pressure era, imperfect, empathetic items are outpacing luxury
www.baiguan.news
January 27, 2026 at 12:43 PM
The Rise of "Ugly Cute" IPs: Why Young Chinese Have Become Obsessed with "Ugly" Things • In a high-pressure era, imperfect, empathetic items are outpacing luxury
Why is China cooling the market, for now? • The difficult task of shepherding a "slow bull"
Why is China cooling the market, for now?
The difficult task of shepherding a "slow bull"
www.baiguan.news
January 27, 2026 at 12:43 PM
Why is China cooling the market, for now? • The difficult task of shepherding a "slow bull"
Space Race 2.0? 2026 is China’s "SpaceX Moment" • The much-anticipated IPO wave in China’s satellite and commercial space sector
Space Race 2.0? 2026 is China’s "SpaceX Moment"
The much-anticipated IPO wave in China’s satellite and commercial space sector
www.baiguan.news
January 27, 2026 at 12:43 PM
Space Race 2.0? 2026 is China’s "SpaceX Moment" • The much-anticipated IPO wave in China’s satellite and commercial space sector
Hainan's "Customs Closure": Is China Building a Next Hong Kong — in Hainan? • The Hainan Free Trade Port (FTP) explained
Hainan's "Customs Closure": Is China Building a Next Hong Kong — in Hainan?
The Hainan Free Trade Port (FTP) explained
www.baiguan.news
January 27, 2026 at 12:43 PM
Hainan's "Customs Closure": Is China Building a Next Hong Kong — in Hainan? • The Hainan Free Trade Port (FTP) explained
Baiguan’s Favorite Charts and Articles of the Year • 2025 in Retrospect
Baiguan’s Favorite Charts and Articles of the Year
2025 in Retrospect
www.baiguan.news
January 27, 2026 at 12:43 PM
Baiguan’s Favorite Charts and Articles of the Year • 2025 in Retrospect
Winners and Losers of China’s Delivery Platform Price War - Charts of the Week • Luckin, Starbucks, Mixue, Chagee, Guming—Who Takes the Lead?
Winners and Losers of China’s Delivery Platform Price War - Charts of the Week
Luckin, Starbucks, Mixue, Chagee, Guming—Who Takes the Lead?
www.baiguan.news
January 27, 2026 at 12:43 PM
Winners and Losers of China’s Delivery Platform Price War - Charts of the Week • Luckin, Starbucks, Mixue, Chagee, Guming—Who Takes the Lead?
Pregnancy Tests Aren't Selling, But Sex Toys Are Booming • China’s New Consumer Trend - What This Means for Investors
Pregnancy Tests Aren't Selling, But Sex Toys Are Booming
China’s New Consumer Trend - What This Means for Investors
www.baiguan.news
January 27, 2026 at 12:43 PM
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
Domestic demand as "strategy": why this time may be different for China
www.baiguan.news
January 27, 2026 at 12:43 PM
Domestic demand as "strategy": why this time may be different for China
2026 China Equity Outlook: 6 Long-term Themes for Investors • What comes after the "easy money"?
2026 China Equity Outlook: 6 Long-term Themes for Investors
What comes after the "easy money"?
www.baiguan.news
January 27, 2026 at 12:43 PM
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
RMB appreciation: why now, how far it can go, and will it boost domestic consumption?
Synthesizing analyses from Baiguan's experts and partners
www.baiguan.news
January 27, 2026 at 12:43 PM
RMB appreciation: why now, how far it can go, and will it boost domestic consumption? • Synthesizing analyses from Baiguan's experts and partners
China re-inflation? - Charts of the Week • CPI turns positive, but real estate and retail data show the "sugar high" of October is fading.
China re-inflation? - Charts of the Week
CPI turns positive, but real estate and retail data show the "sugar high" of October is fading.
www.baiguan.news
January 27, 2026 at 12:43 PM
China re-inflation? - Charts of the Week • CPI turns positive, but real estate and retail data show the "sugar high" of October is fading.
RMB appreciation: why it’s happening, why now, and why it matters - Baiguan Radio #37 • A conversation with João Philippe de Orléans e Bragança, a macro investor from Brazil's largest hedge fund
RMB appreciation: why it’s happening, why now, and why it matters - Baiguan Radio #37
A conversation with João Philippe de Orléans e Bragança, a macro investor from Brazil's largest hedge fund
www.baiguan.news
January 27, 2026 at 12:43 PM
RMB appreciation: why it’s happening, why now, and why it matters - Baiguan Radio #37 • A conversation with João Philippe de Orléans e Bragança, a macro investor from Brazil's largest hedge fund
China's Next "Rare Earth-Level" Secret Weapon: Burning "Inexhaustible Stones" in the Desert • How a breakthrough in the Gobi Desert turns radioactive waste into a strategic resource for energy security
China's Next "Rare Earth-Level" Secret Weapon: Burning "Inexhaustible Stones" in the Desert
How a breakthrough in the Gobi Desert turns radioactive waste into a strategic resource for energy security
www.baiguan.news
January 27, 2026 at 12:43 PM
China's Next "Rare Earth-Level" Secret Weapon: Burning "Inexhaustible Stones" in the Desert • How a breakthrough in the Gobi Desert turns radioactive waste into a strategic resource for energy security
Service consumption in China - Why, How and When? • Four recent pieces from CF40, taken together, offer one of the clearest pictures yet of China’s service-economy challenge
Service consumption in China - Why, How and When?
Four recent pieces from CF40, taken together, offer one of the clearest pictures yet of China’s service-economy challenge
www.baiguan.news
January 27, 2026 at 12:43 PM
Service consumption in China - Why, How and When? • Four recent pieces from CF40, taken together, offer one of the clearest pictures yet of China’s service-economy challenge
The 'iPhone moment' for smartglasses? • China's exponential growth of AR/AI smartglasses sales is here
The 'iPhone moment' for smartglasses?
China's exponential growth of AR/AI smartglasses sales is here
www.baiguan.news
January 27, 2026 at 12:43 PM
The 'iPhone moment' for smartglasses? • China's exponential growth of AR/AI smartglasses sales is here
China's November Second-Hand Housing Market Trends - Charts of the Week • When more data goes dark
China's November Second-Hand Housing Market Trends - Charts of the Week
When more data goes dark
www.baiguan.news
January 27, 2026 at 12:43 PM
China's November Second-Hand Housing Market Trends - Charts of the Week • When more data goes dark
China's New Luxury Product: The $100,000 Postpartum Center • Case Studies of China’s Service Consumption Upgrade Amid Declining Birth Rates and an Aging Population
China's New Luxury Product: The $100,000 Postpartum Center
Case Studies of China’s Service Consumption Upgrade Amid Declining Birth Rates and an Aging Population
www.baiguan.news
January 27, 2026 at 12:43 PM
China's New Luxury Product: The $100,000 Postpartum Center • Case Studies of China’s Service Consumption Upgrade Amid Declining Birth Rates and an Aging Population