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 cross-border opportunities. Johnny has a unique background. He worked at elite financial institu ..read more

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 subscriber, you can listen to a preview that lasts for about 10 minutes. While the full version is more than an hour. You can also check out what are the questions being asked in this recording, at the ..read more

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 share with us your thoughts about China and the world. Today, we are pleased to have a long-time subscriber of us, Han. Han is a Singaporean lawyer with over 15 years of experience specializing in techno ..read more

* Stimulus Policies * Economic and Societal Trend in Another Representative Lower Tier City - Leshan Highlights Part 1:Stimulus Policies * Which part of the CSRC’s(China Securities Regulatory Commission) Aug 28 2023 policies really matters * “On the surface, it's the stamp duty tax that most people pay attention to because it's the simplest one and carries a lot of historical connotations.” * “The most important thing is this specific restriction on controlling shareholder sell-down. This is the first time that, in China, for a controlling shareholder to sell down shares, you have to first be ..read more

Welcome to debut episode of Baiguan Radio. In today's rapidly changing global landscape, questions abound. How is the business environment in China adapting amidst geopolitical tensions such as evolving China-US dynamic? As Hong Kong undergoes significant shifts, what is its impact on the broader investment and business sectors? And, beyond the conventional narratives, what is the real experience within China's state-owned enterprises? Are they as bureaucratically entrenched as perceived, or is there a more complex reality? Today, we're joined by Jay, a seasoned investment banker and native Ho ..read more

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 "Xiconomics: What China’s Dual Circulation Strategy Means for Global Business," providing deep insights into China's economic policies under Xi Jinping. The conversation delves into Andrew’s experiences in Ch ..read more

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 future prospects of Chinese manufacturing. Key Highlights * Introduction and Background * Shaojian Zhang introduces his extensive background (Haier, Rockwell, GE, CITIC) in the industrial and technology sec ..read more

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 crypto in mainland China, but very encouraging policies in Hong Kong, effectively protecting mainland citizens against scams but also keeping a foot at the forefront of innovation. "One country, two ..read more

Highlights New positive development of China’s data market * China's recent approval for cross-border data transmission, notably with players like Qichacha in the landscape, signifies China’s commitment to nurturing a resilient data market. * Dispelling misconceptions, our outlook on this development remains one of optimism. Far from a data conspiracy, this move serves as tangible proof of China's attempts to refining its data regulatory framework for the build up of a market and economy on data. * There’s a need to distinguish bureaucratic processes from deliberate secrecy, fostering a nuance ..read more

This is a free preview of a paid episode. To hear more, visit www.baiguan.news Highlights * Global capital is skeptical of China now. But that China's growth story has not ended. There is actually a way to invest in China without investing in China. * The world ex-China is experiencing inflation, while China is going through deflation. This setup gives unique opportunities. * Chinese entrepreneurs are expanding globally and they would like to know their customers directly and jump over the traders and also the buyers, so that the whole supply chain is more efficient. * Shein and Temu are good ..read more