Sentiment Driving Chinese Equities

John Lau, Portfolio Manager, Affin Hwang Asset Management

Morning Run · Market Watch · 24 Jun 2022 · 09:15 am · 9 mins listen

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

Categories:

government,international,investments,economy,markets

Tags:

chinese equities,china market,zero covid policy,economic development,economy growth

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