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

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.

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

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

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

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

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

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
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