YTD
-3.5%
1M
-5.4%
3M
-11.7%
1Y
-6.3%
3Y
+72.6%
< 5% Bullish | 5-10% Neutral | > 10% Defensive
China's re-rating is under way, yet the market remains one of the cheapest in the world: Chinese equities trade at roughly 14 times forward earnings as of end-August 2026, against about 20 times for US equities [1], and the yuan, back around 6.70 per dollar in early October, remains a performance driver for the euro-based investor [2]. The thesis no longer rests on the discount alone: it rests on three engines, valuation, currency and stock selection.
Last updated: Oct 2026
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