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- Indexed pieces, last 90 days
- 18
- Latest publication
- Oct 1, 2026
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- By platform
- Earliest in this view
- Aug 21, 2026
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They share a verified publisher identifier or are linked from the publication’s official site. People stay separate from their publications.
Latest pieces
Our view on Chinese assets: September 2026 (opens the original)
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*On April 1, we officially launched Baiguan Pro, our profess
David Fishman on Power, Politics, and a Mega-Dam: Inside China's Energy Sector - Baiguan Radio #43 (opens the original)
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About the Guest is a principal consultant in the China practice of The Lantau Group, an energy economics and policy advisory that works with industrial power buyers and investors across solar, wind, nuclear and coal assets. He writes Crossing the River by Feeling the Stones, a Substack on China’s emerging and lower-tier cities. Episode in BriefChina’s “clean energy leadership” claim rests on a different de
How to Avoid Regulatory Blowups in China Stocks (opens the original)
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Regulatory risk is one of the biggest concerns for investors in China. Pandawatch, friend of Baiguan and long term investor in China, recently gave a presentation on this topic discussing common patterns across precedents, with the goal of offering a practical framework for spotting danger in a portfolio.He also looks at the opportunity side: can the correction that follows regulatory action create good entry points? Moutai’s share price rose 10x in the six years after the Eight-point regulation
Field notes from Hefei, China’s center of deep tech (opens the original)
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A few months ago, we wrote a piece explaining the “Hefei Model” lying behind the success story of Chinese memory giant CXMT. In Hefei, the local government acts as a provider of long-term venture capital for strategic high-tech sectors. The model has thrived and now sits behind moonshot technologies such as controlled nuclear fusion and quantum computing, making Hefei a center of China’s deep tech.One small, embarrassing detail about that article was that although we can apply our common-sense u
Data Update — August 2026 (opens the original)
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On April 1, we officially launched Baiguan Pro, our professional-tier subscription designed for investors seeking deeper, more specific coverage of Chinese equities. Baiguan Pro delivers the Baiguan team’s monthly outlook on overall Chinese equity assets, our quarterly focus on themes and sectors, richer company-level analysis, and follow-ups on the ideas and companies previously presented in the newsletter.We update key performance metrics of a variety of companies we cover every month through
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