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China Biz Talk - Baiguan Radio

www.baiguan.news

Actionable insights for successful China-related business and investment, with a human touch www.baiguan.news

business investing

All Episodes

27:33

Anti-involution, birth subsidies, mega projects in...

China Biz Talk - Baiguan Radio ·

2025/08/03

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 TibetCurate Transcript: Key Viewpoints and InsightsThe Anti-"Neijuan" (Anti-Involution) Campaign: A New Policy Paradigm[00:01 - 00:03]China is experiencing an unprecedented shift in economic policy with the emergence of

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30:03

US-China "truce", AI diffusion, China-Latin America,...

China Biz Talk - Baiguan Radio ·

2025/05/18

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, visit www.baiguan.news/subscribe

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31:21

US-China trade talks, India-Pak conflict, new...

China Biz Talk - Baiguan Radio ·

2025/05/11

[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 to bonus episodes, visit www.baiguan.news/subscribe

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34:33

China's openness to talk, Xi on AI, 15th Five Year...

China Biz Talk - Baiguan Radio ·

2025/05/04

[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.baiguan.news/subscribe

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36:10

Baiguan Radio #28: Trade war, Boeing, Jensen Huang,...

China Biz Talk - Baiguan Radio ·

2025/04/20

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 China halting Boeing deliveries[8:08] Jensen Huang’s China visit: Is it a slap on Trump’s face, or is

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48:25

#27. Tariff war - Week 2

China Biz Talk - Baiguan Radio ·

2025/04/13

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 side now?[30:31] The hope for China’s domestic demand policies[35:11] What’s the right policy to boost domestic

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43:15

EP26. TARIFF!!! - With Zichen Wang and Johnny Zou

China Biz Talk - Baiguan Radio ·

2025/04/06

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 underestimating China?[15:00] How would middle-powers from Japan to Vietnam respond?[22:44] Will China have closer

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39:35

EP25. Xi met CEOs, foreign businesses in China, EVs,...

China Biz Talk - Baiguan Radio ·

2025/03/30

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 competition or the alleged policy discrimination?[10:00] Some Western firms (such as top consulting firms)

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34:39

EP24. Li Ka Shing, domestic consumption, Xi-Trump...

China Biz Talk - Baiguan Radio ·

2025/03/24

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 ongoing controversy regarding CK Hutchison’s Panama ports sale [20:16] New top-level policy on boosting domestic

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29:48

EP 23. Two Sessions, birth subsidies, tariffs, TSMC -...

China Biz Talk - Baiguan Radio ·

2025/03/09

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, professional knowledge and paid content industry in China - basically the industry I work for and have dedicated my

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31:09

EP22. Private sector symposium, China market rallies,...

China Biz Talk - Baiguan Radio ·

2025/02/23

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

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35:33

EP21. On DeepSeek - Baiguan X Pekingnology, with...

China Biz Talk - Baiguan Radio ·

2025/01/28

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] Effectiveness of US export controls[31:02] Censorship on DeepSeek This is a public episode. If you’d like to discuss

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27:25

EP20. Baiguan X Pekingnology podcast collab - pilot...

China Biz Talk - Baiguan Radio ·

2025/01/24

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-frequency, 20-minute-ish commentary on events of the day in China, combining Zichen’s deep knowledge of

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47:44

EP19. Max Peiro, CEO of Rehub, on luxury industry's...

China Biz Talk - Baiguan Radio ·

2024/12/23

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 with global brands to support their digital and innovation strategies.In this interview, you will hear Max,

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74:26

EP17. Zak Dychtwald, CEO of Young China Group on...

China Biz Talk - Baiguan Radio ·

2024/12/06

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 author of critically acclaimed Young China: How the Restless Generation Will Change Their Country and the World,

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19:02

EP 16. Do Chinese leaders actually know what is going...

China Biz Talk - Baiguan Radio ·

2024/08/20

This is a free preview of a paid episode. To hear more, visit www.baiguan.newsToday, 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 political scientist and economist. Bob started his career at one of China’s leading state-run think tanks, before changing his career to become a venture capitalist.We at Baiguan translated many articles from him, including a very popular one on how the rest of the world can actually

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39:41

Stanley Kee - veteran APAC market research leader on...

China Biz Talk - Baiguan Radio ·

2024/07/17

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 research companies after the merger of IRI and NPD. Before Circana, Stanley was ex Managing Director for

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60:22

EP14. Johnny Zou, Yale-educated top venture...

China Biz Talk - Baiguan Radio ·

2024/06/04

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, the Head of Primavera Venture Partners春华创投. 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. At Primavera, he mainly focuses on investments in AI, medical technology, cloud, shared economy, and

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11:37

EP13. Baiguan AMA - TikTok, Elon Musk, venture...

China Biz Talk - Baiguan Radio ·

2024/05/17

This is a free preview of a paid episode. To hear more, visit www.baiguan.newsWelcome 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 subscriber, you can listen to a preview that lasts for about 10 minutes. While the full version is more than

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43:06

EP12. China Inc.'s overseas strategy after TikTok...

China Biz Talk - Baiguan Radio ·

2024/04/23

Important reminder! Exclusive "Ask Me Anything" live webinar on ChinaSign 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 share with us your thoughts about China and the world. Today, we are pleased to have a long-time subscriber

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31 results

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