(2) China Tech Valuation: PE versus historic median (x100)

Tencent PE is c20% below the median since the start of 2019 and Alibaba is on par whereas most large US Tech or Korea-Taiwan Hardware in EM is at a premium to the median

Regional indices are averages of the stocks listed under each group, weighted by market capitalisation.
Chart: Hasnain Malik Source: Bloomberg (27 July 2021), Tellimer Research Get the data