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.
Please check out the Intrinsic Value column for the ranking of value and the Intrinsic Risk column for the ranking of risk – based on the Residual Income Model.
Global markets are at an unusually sharp inflection point reflecting an equally unusual convergence of uncertain geopolitical and public health outcomes markedly affecting economic activity and policy stances across advanced and emerging economies alike.
Read on to see why we believe an aggressive stance is justified.
