
Chinese stocks have reached their highest prices in three years, sparking discussions about the investability of the Chinese market. Over the past couple of months, the Consumer Discretionary sector has declined by approximately 9% relative to the S&P 500. In the last 20 days, the S&P index has underperformed global asset signals correlated to risk sentiment by 2.63%. Analysts are noting that Chinese equities have outperformed Indian equities by 40% over the past year, raising questions about potential shifts in investment patterns between the S&P 500 and the Hang Seng Index. There is a growing sentiment that valuations of Chinese tech stocks are becoming reasonable compared to historical data, suggesting that it may be time to reconsider investments in this sector.



Growth stocks rarely come cheap, but they exist, writes @shuli_ren. Time to look at China’s big tech again https://t.co/jOL1TBK0bc via @opinion
Growth stocks rarely come cheap, but they exist, writes @shuli_ren. Time to look at China’s big tech again https://t.co/9pbfLUP06w
A year ago, we noted China’s underperformance versus India. Since then, Chinese equities have outpaced Indian equities by 40%. A similar pattern may now be emerging between the S&P 500 and the Hang Seng Index. https://t.co/teaDyE3awo