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China focus
China Focus
Investment insights from China’s Two Sessions
The Two Sessions in Beijing, which concluded on March 11, outline the investment plans for the coming year.
March 17, 2024
China Focus
The struggles of China’s ‘Two Sessions’
There is vigorous debate about policy directions in China but they do not take place on the streets, says Daryl Guppy.
March 08, 2024
China Focus
When China teams fold and champs walk away
More than ever, now is the time for top levels of company management and the board to share this commitment to its China business.
March 01, 2024
China Focus
China deflation spurs spending
My experience in four major cities in China in December certainly did not support the deflation narrative.
February 23, 2024
China Focus
China tightens grip on stocks with net sale ban at open, close
The latest move is part of the government’s most forceful attempt yet to prop up the nation’s US$8.6 trillion stock market.
February 22, 2024
China Focus
Four more reasons to get excited about China
One of the reasons includes the expansion of the ETF environment and the widening of ETF offerings, says Guppy.
February 09, 2024
China Focus
The Evergrande mosquito
"The [Evergrande] order was not unexpected and it did not send 'shockwaves through the country’s financial system'": Guppy.
February 03, 2024
China Focus
Eight reasons why I am still in favour of China stocks
Chinese stocks have been languishing in an extended bear market, says Daryl Guppy.
January 26, 2024
China Focus
Chinese tea, coffee or ice cream?
The most popular beverage brands in China according to the number of outlets are MiXue Ice Cream and Tea and Luckin Coffee.
January 18, 2024
China Focus
Spending China’s household savings
It is estimated that Chinese households deposited a record of around RMB135 trillion into their bank accounts last year.
January 13, 2024