BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Morning Brief  >  Is It Time For China Equities To Shine?

Is It Time For China Equities To Shine?

John Lau, Portfolio Manager, AHAM Asset Management

28-Dec-22 07:30

Is It Time For China Equities To Shine?

The Shanghai Composite Index is down 15% year-to-date but has bounced off its October lows following the China Party Congress meeting that month. Since then, there were a slew of changes with regards to Covid-19 restrictions which were fast and abrupt. More recently China said it will remove quarantine requirements for inbound travellers from January 8. Has the Chinese economy passed its most challenging period and what sectors and stocks should investors be keeping their eyes on in 2023?


Image credit: Shutterstock

Produced by: Chong Tjen San

Presented by: Wong Shou Ning, Chong Tjen San


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

Categories:  marketsinternational

Tags:  china & hk marketschina reopening2023 outlook





Play / Pause

Listen now : The 6AM Stretch

Today’s Shows



6:00 AM

The 6AM Stretch

7:00 AM

World Market Watch

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management

7:15 AM

Morning Brief

7:30 AM

Morning Brief

BFM Call x Bloomberg Intelligence

7:45 AM

Top Story

Dr. Lee Chee Leong, Senior Lecturer, Institute of China Studies, University Malaya

8:00 AM

The Breakfast Grille

Connie Go, CEO, Feytech Holdings Berhad

8:30 AM

Morning Brief

Maryam Ismail, Analyst at ISIS Malaysia

8:45 AM

Morning Brief

Munira Mustaffa, Executive Director, Chasseur Group

9:00 AM

Opening Bell

9:15 AM

Opening Bell

9:35 AM

People, Planet, Profit

10:05 AM

Open For Business

Lakshita Wijerathne, CEO, Eutech Cybernetic

11:00 AM

Marketing Mojo

Nur Azre Abdul Aziz, Head of Offline Acquisitions & Partnerships, TikTok Shop Malaysia

12:00 PM

Enterprise Explores

Michel Borst, Asia Vice President, Commvault

1:00 PM

The Breakfast Grille Repeat

Connie Go, CEO, Feytech Holdings Berhad

2:05 PM

Beyond the Ballot Box

3:05 PM

Live & Learn

4:05 PM

Health & Living

Mind Matters: How The First 1,000 Days Impact Mum’s Mental Health, Benjamin Looi, Clinical Psychologist & Manager of Community Development, Thrive Well | Melissa Ngiam, CEO, Yayasan Generasi Gemilang

5:00 PM

Top 5 at 5

6:00 PM

Inside Story

Talkback Tuesday

7:30 PM

Earth Matters [REPEAT]

9:00 PM

Bar None