BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Sentiment Driving Chinese Equities

Sentiment Driving Chinese Equities

John Lau, Portfolio Manager, Affin Hwang Asset Management

24-Jun-22 09:15

Sentiment Driving Chinese Equities

Economist have been cutting their GDP targets for China due to the zero covid policy whilst the property sector still remains in the doldrums. Yet the CSI 300 has appreciated by 15% from its April's lows. We ask John Lau, Portfolio Manager at Affin Hwang Asset Management about this disparity and if there are sector opportunities to keep an eye out for.

Produced by: Shazana Mokhtar

Presented by: Shazana Mokhtar, Wong Shou Ning


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:  governmentinternationalinvestmentseconomymarkets

Tags:  chinese equitieschina marketzero covid policyeconomic developmenteconomy growth





Play / Pause

Listen now : Pick Of The Pops Ep544

Today’s Shows



11:00 AM

A Bit of Culture (REPEAT)

The Hubris of the 90s; Kam Raslan | Julian Yap | Hafiz Noor Shams

12:00 PM

I Love KL (REPEAT)

Wooden You Like To Learn Woodworking?; Loh Jon Ming, Co-founder, KitaBina

1:00 PM

Best of Enterprise (REPEAT)

Withholding Tax: The What, The Complex, and The Ugly; Thanneermalai, Managing Director, Thannees Tax Consulting Services

2:00 PM

Popcorn Culture (REPEAT)

Throwback: Clue

3:00 PM

GGWP (REPEAT)

Impressions - Stellar Blade; Najman Maliki

4:00 PM

Pick Of The Pops Ep544

6:00 PM

The Pulse (REPEAT)

Pulse Picks

7:00 PM

Dire Straits Special