EP 23. Two Sessions, birth subsidies, tariffs, TSMC - Baiguan X Pekingnology
EP 23. Two Sessions, birth subsidies, tariffs, TSMC - Baiguan X PekingnologyUpdate: 2025-03-09
Description
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
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