Shows
China Biz Talk - Baiguan RadioThe multi-trillion dollar question: Should RMB appreciate? - Baiguan Radio #36Welcome 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.The Argument for RMB Appreciation (00:00:16)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...
2025-11-3023 min
China Biz Talk - Baiguan RadioAnti-involution, birth subsidies, mega projects in Tibet - Baiguan Radio #35Welcome 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 "anti-neijuan" (anti-involution) as a major government focus. The term "neijuan," originally internet slang describing excessive competition that le...
2025-08-0327 min
China Biz Talk - Baiguan RadioBaiguan Radio #28: Trade war, Boeing, Jensen Huang, high-sea fishing, Xi's Southeast Asia tripWelcome 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 Jensen actually the “go-between”?[17:13] Bloomberg’s st...
2025-04-2036 min
Peking PlaybookTariff, preconditions to talk, Jensen Huang's China visit, Xi in Southeast AsiaHello! Welcome to the 9th episode of the podcast “Peking Playbook,” featuring me (Zichen Wang), Robert Wu of Baiguan and China Translated substacks, and Johnny Zou of East8. [00:41] Robert’s experience of publishing a guest essay 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 could the Nvidia be some sort of “go-between”?[17:13] Bloomberg’s scoop about China’s willingness to talk, with certain preconditions. How to take it?[19:1...
2025-04-2036 min
Peking PlaybookTrump's Tariff on China 20250413Hello! Welcome to the 8th episode of the podcast “Peking Playbook,” featuring me (Zichen Wang), Robert Wu of Baiguan and China Translated substacks, and Johnny Zou of East8. [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 sexemption for consumer electronics 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 stimulation[35:11] What’s the right policy to boost dome...
2025-04-1348 min
China Biz Talk - Baiguan RadioTariff war - Week 2 - Baiguan Radio #27Welcome 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 demand?[39:58] Where does the money to boost domestic deman...
2025-04-1348 min
Peking PlaybookPeking Playbook Unscripted 20250406Hello! Welcome to the 7th episode of the podcast “Peking Playbook,” mainly featuring me (Zichen Wang) and Robert Wu of Baiguan and China Translated substacks, just talking about recent news. Today, we have Johnny Zou of East8 join us as well. Johnny was with us on the January 28 episode.In the following 43-minute conversation recorded on Sunday morning ET, April 6, 2025, we talked about:[00:46] Tariff, first impressions[09:46] Is the US underestimating China?[15:00] How would countries from Japan to Vietnam respond?[22:44] Will China have closer integration with the rest of the worl...
2025-04-0743 min
China Biz Talk - Baiguan RadioEP26. TARIFF!!! - With Zichen Wang and Johnny ZouThis 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 integration with the rest of the world or more trade friction?[29:27] Invest...
2025-04-0643 min
2022-10-2600 min