China Biz Talk - Baiguan Radio

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

China Biz Talk - Baiguan Radio is a business podcast hosted by www.baiguan.news, with 33 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

www.baiguan.news hosts China Biz Talk - Baiguan Radio, a business show with 33 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  China Biz Talk - Baiguan Radio

  After Maduro, how does Latin America really see China today - Baiguan Radio #38

  Feb 3, 202631 minS0

  <p>In this episode of Baiguan Radio, I speak again with Mr. João Philippe de Orléans e Bragança, a Brazilian macro hedge fund manager with long experience living and working in China, about how China is actually perceived on the ground in Brazil and across South America. </p><p>We talk about why Chinese influence in the region looks very different from Europe or the US, how companies like BYD have quietly reshaped public opinion, why Latin America is more complementary than competitive with China, and what Chinese investors often misunderstand about Brazil. This is a conversation abo...

  ListenShow Notes
• 

  China Biz Talk - Baiguan Radio

  RMB appreciation: why it’s happening, why now, and why it matters - Baiguan Radio #37

  Dec 17, 202533 minS0

  <p>After we published the last Baiguan Radio episode on RMB appreciation, we were approached by Mr. João Philippe de Orléans e Bragança, a long-time reader and listener of Baiguan, who would love to share his take on this topic as well.</p><p>João is a macro investor and a portfolio manager at Absolute Investments, Brazil’s largest hedge fund with $11bln in AUM. João lives in São Paulo, but has lived for many years in Asia, mostly in Singapore, but also in Shanghai, which is his favourite city.</p><p>We are thrilled...

  ListenShow Notes
• 

  China Biz Talk - Baiguan Radio

  The multi-trillion dollar question: Should RMB appreciate? - Baiguan Radio #36

  Nov 29, 202524 minS0

  <p>Welcome to a new episode of Baiguan Radio. Today, we welcome Johnny Zou of East8’s Newsletter again to talk about the very important question of the RMB exchange rate.</p><p>The Argument for RMB Appreciation (00:00:16)</p><p>The prevailing view is that the RMB is undervalued. This argument is primarily based on the trade and goods sector. Evidence includes the decline in China’s price levels relative to its trading partners since 2019, despite productivity growth. Appreciation is seen as a tool to boost domestic consumption and reduce international trade disputes. (For instance, as championed by Mr. Shan Weij...

  ListenShow Notes
• 

  China Biz Talk - Baiguan Radio

  Anti-involution, birth subsidies, mega projects in Tibet - Baiguan Radio #35

  Aug 3, 202528 minS0

  <p>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:</p><p>[01:00] Anti-involution campaign: a new policy paradigm</p><p>[14:00] Childbirth subsidies</p><p>[19:25] The new mega project in Tibet</p><p>Curate Transcript: Key Viewpoints and Insights</p><p>The Anti-"Neijuan" (Anti-Involution) Campaign: A New Policy Paradigm</p><p>[00:01 - 00:03]</p><p>China is experiencing an unprecedented shift in economic policy with the emergence of "anti-neijuan" (anti-involution) as a major government focus. The term "neijuan," originally internet slang describing excessive competition that le...

  ListenShow Notes
• 

  China Biz Talk - Baiguan Radio

  US-China "truce", AI diffusion, China-Latin America, new M&A rules - Baiguan Radio #31

  May 18, 202530 minS0

  <p>For a curated, reader-friendly transcript, read here.</p><p>Highlights</p><p>[00:56] US-China "truce" and the aftermath</p><p>[09:31] Roll-back of Biden's AI Diffusion with warning letters against China</p><p>[19:28] China and Latin America are getting closer</p><p>[24:59] The new rules encouraging M&A activities</p> <br/><br/>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

  ListenShow Notes

Recent guests on China Biz Talk - Baiguan Radio. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.