EP 23. Two Sessions, birth subsidies, tariffs, TSMC - Baiguan X Pekingnology

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 life to. It will be an interesting industry publication if you are also working in our industry.In the first article just published today, I discussed the main difference between China and the West in our industry: 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