China Rally Sliced and Diced Courtesy of Bespoke

Bespoke has another awesome analysis, slicing and dicing the increases in the Chinese market year to date in multiple ways. Some amazing statistics:

• China's Shanghai Composite is now up over 107% year to date. However, the average stock in the index is actually up 199% year to date. This discrepancy is because two stocks that collectively make up over 13% of the index are up less than 10% on the year.
• With the exception of these two large companies holding the index back, most of the largest stocks in the index are actually doing better than smaller ones.
• As shown, the decile (each decile represents 10% of the stocks in the index) of the largest stocks is up an average of 251% versus the decile of the smallest stocks that is up 163%.

Check out the link to see charts that break up the gains by market cap, and by industry/sector. Amazing run.