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Monthly Market Perspectives

Made in China

EMEA Head of Investment Strategy & Research

Altaf Kassam discusses the changing picture in China, and what recent events could mean for the months ahead.

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Chart of the Month

Chinese equities - Value for money or cheap for a reason?

Chinese equities are cheaper than they’ve been for 5 years, and well below the 20 year average.

China Equity Discount

Source: Factset, SSGA calculations. Data as of 31st August 2023

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