Hosted by www.baiguan.news · 🇺🇸 US · EN · 33 episodes
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Actionable insights for successful China-related business and investment, with a human touch www.baiguan.news
www.baiguan.news hosts China Biz Talk - Baiguan Radio, a business show with 33 episodes published.
In this episode of Baiguan Radio, I speak again with Mr. João Philippe de Orléans e Bragança, a Brazilian macro hedge fund manager with long experience living and working in China, about how China is actually perceived o
After we published the last Baiguan Radio episode on RMB appreciation, we were approached by Mr. João Philippe de Orléans e Bragança, a long-time reader and listener of Baiguan, who would love to share his take on this t
Welcome to a new episode of Baiguan Radio. Today, we welcome Johnny Zou of East8’s Newsletter again to talk about the very important question of the RMB exchange rate. The Argument for RMB Appreciation (00:00:16) The pre
Welcome to Episode 35 of Baiguan Radio. Today, Robert had another chat with Johnny of East8’s Newsletter again to talk about several important issues including: [01:00] Anti-involution campaign: a new policy paradigm [14
For a curated, reader-friendly transcript, read here. Highlights [00:56] US-China "truce" and the aftermath [09:31] Roll-back of Biden's AI Diffusion with warning letters against China [19:28] China and Latin America are
[01:16] US-China trade talks [08:06] US-UK trade deal and rewiring of global trade systems [09:39] India-Pakistan air combat and the role of Chinese weapons [16:45] Victory Day parade in Moscow [19:38] New stimulus polic
[01:23] China’s openness to talk about tariffs [12:18] Top leadership on AI [19:24] “Five-Year Plan” as China’s industry policy and the upcoming 15th FYP [27:01] China lifted sanctions on the EU’s MEPs, paving the way fo
Welcome to a new collaboration episode between Baiguan, Zichen Wang of Pekingnology and Johnny Zou of East8’s Newsletter. It has been several weeks now since we shared our thoughts on the important events of the past wee
Welcome to another collaboration episode between Baiguan, Pekingnology’s Zichen Wang and East8’s Johnny Zou. Highlights [3:30] Did Trump plan for all of this? [12:42] Optimism about China-EU relationship [21:06] Pessimis
This week, Zichen Wang of Pekingnology and I are joined by Johnny Zou, a leading Hong Kong-based venture capitalist who also writes at East8’s Newsletter (#97 rising business Substack right now, previously known as MJ Fi
Hi everyone, welcome to another collaboration episode between Pekingnology and Baiguan. Quick notice: we heard some complaints about the audio quality of our previous episodes recently, and so we have made special effort
Hi everyone, welcome to another collaboration episode between Pekingnology and Baiguan. Quick notice: we heard some complaints about the audio quality of our episodes recently, and so we have made special efforts to impr
Timeline [00:56] Two Sessions [03:31] Birth subsidies [06:33] 1-trillion-yuan state VC fund [11:33] China’s new tariff on US agriculture [17:32] Trump’s impact on stock market confidence [19:47] Significance of TSMC’s $1
Timeline [01:14] The symposium with private entrepreneurs [15:49] Market rallies in Hong Kong and China ADRs [21:29] New White House memo on restricting Chinese investors into the US [27:22] China’s stance on Ukraine Thi
We have to talk about DeepSeek. Today, I am joined by Zichen Wang of Pekingnology and Johnny Zou of MJFinance’s Newsletter. Johnny is a Hong Kong-based venture capitalist that I interviewed for Episode 14. Highlights [2:
This is a pilot episode as a collaboration between Zichen Wang and Baiguan. Zichen is a former Xinhua journalist and is currently a Research Fellow & Director for Int'l Comms of the Center for China and Globalization. Zi
Today we are honored to invite Mr. Max Peiro. Max is the Founder and CEO of Re-Hub, a Business Intelligence SaaS provider specializing in the Chinese luxury ecosystem. Re-Hub was recently acquired by DLG (Digital Luxury
Zak Dychtwald is the Founder and CEO of Young China Group, a market insights firm and consultancy based between China and the US. He leads “YCG Bridgeworks: A Global Collaboration Lab” focused on a people-first, data-bac
This is a free preview of a paid episode. To hear more, visit www.baiguan.news Today, we are excited to invite our old friend, Bob Chen again to our program. For those of you who don’t know, Bob is a UChicago-educated po
Welcome to Baiguan Radio, where we regularly chat with our diverse subscribers like you with unique domain knowledge related to China to share your experience with other members. Today I am pleased to chat with Mr. Stanl
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China Biz Talk - Baiguan Radio is hosted by www.baiguan.news. The show is categorised under business (investing) and has published 33 episodes.
China Biz Talk - Baiguan Radio has published 33 episodes.
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