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Discover more/Create at: @skystack.xyz
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