China Biz Talk - Baiguan Radio

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 on the ground in Brazil and across South America. We talk about why Chinese influence in the region looks very different from Europe or the US, how companies like BYD have quietly...

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 topic as well. João is a macro investor and a portfolio manager at Absolute Investments , Brazil’s largest hedge fund with $11bln in AUM. João lives in São Paulo, but has lived fo...

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 prevailing view is that the RMB is undervalued. This argument is primarily based on the trade and goods sector. Evidence includes the decline in China’s price levels relative to its t...

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 [14:00] Childbirth subsidies [19:25] The new mega project in Tibet Curate Transcript: Key Viewpoints and Insights The Anti-"Neijuan" (Anti-Involution) Campaign: A New Policy Paradigm...

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 getting closer [24:59] The new rules encouraging M&A activities This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, vis...

[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 policies in China [25:40] CIA’s promotion video [29:36] April’s surprisingly good trade data This is a public episode. If you'd like to discuss this with other subscribers or get access...

[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 for a bigger China-EU deal? [31:05] Labor Day holiday crowds This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www...

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 week. In this episode, we cover: [00:41] Robert’s experience of publishing an opinion piece on the New York Times discussing China’s resolve in the trade war. [06:32] Significance of...

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] Pessimism about China-EU relationship [23:10] Will China see Trump’s “electronic exemption” as a chance to soften its stance? [27:13] Who in the Trump team can actually call the Chinese...

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 Finance). We discussed last week's most important news item: Trump’s tariff war and its implications for China. Highlights [00:46] Tariff, first impressions [09:46] Is the US under...

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 efforts to improve the experience this time. We hope you enjoy it better! Summary [00:52] Xi met global CEOs [04:25] What’s more serious for foreign businesses in China, organic domestic...

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 improve the experience this time. We hope you enjoy it better! In this episode, you will hear about: [01:32] Zichen Wang ’s observations during his study at Princeton [04:40] The ongoi...

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 $100b investment in the US And a small announcement here. I have started a new newsletter called Paid Sub , where I will discuss China’s market intelligence, Data-as-a-Service, profe...

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 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.baiguan.news/subscribe

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 [2:43] Is DeepSeek China’s intentional attack against the US? [10:51] How involved is Beijing in all of this? [19:44] Investment strategies in a post-DeepSeek world [24:43] Effectiv...

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. Zichen is also a top-tier China policy analyst and writes prolifically at Pekingnology and The East is Read . The Pekingnology X Baiguan collaboration envisions an unscripted, high-f...

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 Group), an independent marketing and technology group with offices in Geneva, Shanghai, and New York. Max has 16 years of experience working in China, 13 of which are partnering w...

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-backed approach to improving collaboration between global teams – spanning both cultural as well as generational gaps, with a special focus on US-China. Dychtwald is also the autho...

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. Stanley Kee , a veteran market research leader for over 25 years. Stanley is a Singaporean and he was ex-Managing Director for APAC for Circana , one of the world’s largest market resea...

Welcome to the latest episode of Baiguan Radio. If you wish to listen to us on Apple Podcast or Spotify, just go to your favorite podcast app and search for “Baiguan”. We are glad to be joined today by Johnny Zou, a Hong Kong-based venture investor. Johnny holds a Bachelor of Arts in History from Yale University and a Master of Science in Economic History from the London School of Economics. He ma...

This is a free preview of a paid episode. To hear more, visit www.baiguan.news Welcome to China biz talk by Baiguan Radio. Two weeks ago I hosted an “Ask Me Anything” live webinar for paid subscribers of Baiguan, where many of you threw at me many interesting questions you have about China. Today, we are releasing the recording of the AMA webinar to paid subscribers like you. If you are a free sub...

Important reminder! Exclusive "Ask Me Anything" live webinar on China Sign up [ here ] before April 26 to secure your spot. As of now, more than 5,000 professionals and thought leaders like you subscribe to our newsletters. Many of you have deep domain knowledge, as well as your own questions and answers about China-related topics. From time to time, we will interview our subscribers like you to s...

In this episode, I had the honor to host Andrew Cainey , the founding director of the U.K. National Committee on China, a Senior Associate Fellow at the Royal United Services Institute and an expert on China's economic development and business environment. Andrew’s distinguished career spans over two decades of advising businesses and governments in China, Korea, and Japan. He has authored " Xicon...

Episode Overview In this enlightening episode, we delve into the heart of China's manufacturing industry with Mu’s UVA alumni and industry expert Shaojian Zhang ( His Linkedin ). With a rich background spanning 30 years in various sectors including industrial technology and manufacturing in China, Singapore, and the US, Shaojian offers a comprehensive view of the evolution, current state, and futu...

This is a free preview of a paid episode. To hear more, visit www.baiguan.news Highlights * The Binance case is significant (although the hefty penalty is only estimated to be ~1 year of profit of the crypto exchange). This case shows that US regulators are tough on crypto, but also do not want to crush it. * China has an interesting dual-system crypto regulatory regime, with total ban on anything...