As value investors, we observe bargains surfacing from irrational sell-downs over the past weeks. To put facts into perspective, valuation of Hong Kong and Mainland China equities has dipped to a historical low, although corporate fundamentals broadly remain intact. We see attractive equities valuations of the Hang Seng Index and the Hang Seng China Enterprise Index (HSCEI), reflecting stock performance of blue chips and Hong Kong-listed mainland companies respectively.
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