Baiguan publishes data-backed analysis of China's economy, markets, industry and policy, including a podcast and sector deep dives. Readers get context on consumer sentiment, trade, AI and industrial trends from people with on-the-ground exposure.

A podcast where economists Matt Klein and Michael Pettis discuss macroeconomics, trade imbalances, and financial crises, with recent episodes covering Argentina's dollarization debate, China's car export boom, and European imbalances. Readers get long-form, data-informed analysis of global economic structures, with transcripts available to paying subscribers.

Long-form essays and travelogues on China's economic development, covering topics such as household savings, the property market, energy infrastructure and regional life. The writer draws on 15 years in China and a background in the power sector, mixing data analysis with first-hand field visits.

Real Charts is a newsletter analysing U.S. and Chinese industrial capacity, manufacturing capabilities and economic complexity data for business people, investors and policy professionals. Issues combine data-driven framing with policy proposals and commentary on tooling, supply chains and industrial policy.