Tag: <span>Intrinsic Valuation</span>

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 it?

See our view via this Tableau viz.

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

Contact us for more information.

Ranking of World Sectors Using the Residual Income Model, based on Lumen’s calculated Cost of Equity – June 2022

Global Sectors Outlook as of June 2022 using the Residual Income Model and Lumen calculated Cost of Equity