Sentiment Driving Chinese Equities

John Lau, Portfolio Manager, Affin Hwang Asset Management

24-Jun-22 09:15

Pause
Embed

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: government, international, investments, economy, markets

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

Today’s Shows

11:00 AM

Best of Enterprise

(REPEAT) Economist Dr. Carmelo Ferlito joins us to dissect the new trend of state investing in big corporations. Is this a good thing? He shares his thoughts.

12:00 PM

Popcorn Culture

(REPEAT) We review the second season of Wednesday and Spike Lee’s Highest 2 Lowest. On Take Two, we explore your favourite mysteries and whodunits from the big screen and small.

1:00 PM

Cruise Control

(REPEAT) We review the new premium SUV from Jaecoo, the J8. Should you get this car if you're in the market for one? Tune in to find out.

2:00 PM

Matt-Splained

(REPEAT) From uncanny valleys to Big Willie style, Rich and Matt leave no metaphorical stone unturned as they pour a hefty bucket of AI slop over themselves.

3:00 PM

Earth Matters

(REPEAT) This Merdeka and Malaysia Day, we highlight a family whose love for nature runs deep. Wildlife photographer Anuar McAfee and his sons share their adventures exploring Terengganu’s forests, rivers, and skies.

4:00 PM

Bar None

(REPEAT) It's another episode of How Athletes Train, featuring a golfer and a trail runner. They both share their training routines and give some pointers for those looking to start these two sports.

5:00 PM

BBC World Service

This week’s episode of The Conversation features the people who are involved in the film restoration industry.

PROGRAMMES