Our View towards China (A) Market – Intrinsic Value vs. Intrinsic Risk

Our View towards China (A) Market – Intrinsic Value vs. Intrinsic Risk

Have you missed the strong rally in the Chinese market since Fall of 2022 and wonder if you should get in now?

See our view via this Tableau viz.

We are cautious though there are specific sectors like the financials that have intrinsic value.

Contact us if you would like to find out more about more details how we formed our views.

Source: Lumen Global Investments, Lumen Global Value Compass, data as of end-January 2023