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 : Front Row: A dystopian play imagines everyday lives under tightening control. We...

Today’s Shows



6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Tim Mulholland, President, TJM Limited, Chicago tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Dan Ives, Managing Director, Wedbush Securities discusses whether AI still deserves 2025’s investor enthusiasm and explores new tech opportunities

7:45 AM

Morning Brief

Dr Syaza Shukri of International Islamic University Malaysia analyses the impact of Bersatu’s resignations on the party’s future.

8:00 AM

The Breakfast Grille

Dato’ Dr Wong Ruen Yuan, CEO & Managing Director of Smile-Link Healthcare Global Berhad talks about the company's troubles with audit and plans to profitability.

8:30 AM

Morning Brief

Damien Yeo, Senior Consumer & Retail Analyst, BMI, a unit of Fitch Solutions, lends insights into Malaysia's retail sector outlook.

8:45 AM

Morning Brief

Wan Ahmad Fayhsal weighs in on his Bersatu appeal withdrawal and what this mean for the party.

9:00 AM

Opening Bell

(REPEAT) Tim Mulholland, President, TJM Limited, Chicago tells us where international markets are heading.

9:15 AM

Opening Bell

(REPEAT) Dan Ives, Managing Director, Wedbush Securities discusses whether AI still deserves 2025’s investor enthusiasm and explores new tech opportunities

9:35 AM

What's The Focus

We wrap up the week’s biggest conversations to keep you in the know.

10:05 AM

Open For Business

Dr. Saifulhaziq Noorman, Founder, Kyno Primary Care

11:00 AM

Mattsplained

Matt Armitage, Founder, Kulturpop

12:00 PM

Enterprise Explores

1:00 PM

The Breakfast Grille Repeat

Dato’ Dr Wong Ruen Yuan, CEO & Managing Director of Smile-Link Healthcare Global Berhad talks about the company's troubles with audit and plans to profitability.

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Front Row

A dystopian play imagines everyday lives under tightening control. We speak with two performers from No Particular Order about themes, staging, and why it resonates.

3:20 PM

Front Row

Tune in to find out about the latest happenings in the local arts scene, and get the lowdown on the best shows and exhibitions in town.

4:05 PM

Health & Living

The tragic accident involving accidental methadone exposure has put methadone maintenance therapy in the spotlight. We discuss why this treatment is important to reduce HIV transmission.

5:00 PM

Top 5 at 5

A countdown of the 5 biggest stories of the day, to catch you up on all you need to know!

6:00 PM

Popcorn Culture

Good Luck, Have Fun, Don't Die & Wuthering Heights + TBC

7:00 PM

Just For Kicks

8:00 PM

Bar None

9:00 PM

The Selector