Welcome!
GMMA
China Focus
Time for Mid-Autumn reflection
"The objective of sustained attack on Huawei was to drive it out of the global market." - Daryl Guppy
October 02, 2020
China Focus
The China factor
What was once perhaps unthinkable must now be included in our immediate investment and business calculations. China is not sitting back in the face of this bully behaviour, so the investment horizon is still wide.
May 15, 2020
China Focus
Primary consumer concern in China is price of pork, not trade war
(Sept 23): Trade wars and tariffs may keep many in the China politburo awake at night, but this is not the issue that keeps people awake in China. President Xi Jinping famously stopped by a local QingFeng steamed dumpling shop several years ago and shared
September 20, 2019
Tech
Debunking forced technology transfer myths
(Sept 16): Forced technology transfer — this has become an article of faith in the litany of complaints that underpin US President Donald Trump’s trade war with China. It makes for a great slogan, but is it true? If it is correct, businesses should be
September 13, 2019
US-China trade war
China presented with three opportunities
Technical outlook for the Shanghai market
The Shanghai Index has recovered rapidly from the external shock delivered by Trump’s most recent Twitter broadside, but then succumbed to the broader market fear about bond yields that drove down the D
August 16, 2019
China Focus
China's changing trade and market opportunities
Technical outlook for the Shanghai market
Consolidation, fresh downtrend or oscillation? The question is a little easier to answer this week than it was last week. The evidence suggests that a fresh downtrend has come to an end. The short-term down
August 06, 2019
China Focus
China’s changing trade and market opportunities
Technical outlook for the Shanghai market
Consolidation, fresh downtrend or oscillation? The question is a little easier to answer this week than it was last week. The evidence suggests that a fresh downtrend has come to an end. The short-term down
August 01, 2019
US-China trade war
Nobody wins in a trade war
Daryl Guppy is an international financial technical analysis expert and special consultant to AxiCorp. He has provided weekly Shanghai Index analysis for mainland Chinese media for more than a decade. Guppy appears regularly on CNBC Asia and is know
July 12, 2019