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Notes from our recent trip to China
In September 2024 the Chinese equity markets experienced a substantial rebound. Driven by favourable policy measures, market sentiment was notably boosted. Among sectors, real estate, internet, and financials were the top performers, rising by 25.1%, 22.1% and 15.6%, respectively. The real estate sector led the gains, largely benefiting from various government measures aimed at stabilising the property market.
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