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 : BFM 89.9 -- The Business Station

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

Carlos Casanova, Senior Economist, UBP 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

Lavanya Venkateswaran, Senior ASEAN Economist, OCBC gives us the 2026 outlook for global economies and markets.

7:45 AM

Morning Brief

Dr Vilashini Somiah of University Malaya weighs in on Sabah’s new cabinet.

8:00 AM

The Breakfast Grille

Dr Zhou Lihan, Co-founder and CEO of MiRXES discusses the company operations and more.

8:30 AM

Morning Brief

Vincent Fong, Chief Editor, Fintech News Network discusses developments within Malaysia's fintech industry.

8:45 AM

Morning Brief

Dr. Veerinderjeet Singh, senior advisor on tax policy from KPMG in Malaysia, shares insights into Malaysia's tax amendments 2025.

9:00 AM

Opening Bell

Carlos Casanova, Senior Economist, UBP tells us where international markets are heading.

9:15 AM

Opening Bell

Lim Sue Lin, Head of Research, Maybank Investment Bank discusses the outlook for the FBMKLCI.

9:35 AM

The Property Show

Kashif Ansari, Co-Founder and Group CEO of Juwai IQI, discusses Malaysia property landscape in 2025, and the road to 2026.

10:05 AM

Open For Business

Stephanie Ping and Andrew Yeow, Co-Founders, WORQ

11:00 AM

The Workplace

Amirul Safuan, Founder, Ameer Safone Ventures

12:00 PM

Enterprise Explores

Jeffrey Paine, Managing Partner, Golden Gate Ventures

1:00 PM

The Breakfast Grille Repeat

Our flagship show, we feature both game-changers and groundbreakers in the hot seat.

2:05 PM

Discovery Hour

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

3:05 PM

Earth Matters

A new 25-year analysis reveals thousands of tigers seized despite decades of top-tier CITES protection. TRAFFIC’s Kanitha Krishnasamy explains why trafficking persists and what must change.

4:05 PM

Health & Living

An effective antiviral treatment for dengue might mean the difference between life and death for those infected. We find out what’s happening in the hunt for a dengue treatment and whether papaya leaves work.

5:00 PM

Top 5 at 5

6:00 PM

Big Issue

Sabah has gone to the polls. We break down the results, highlight the biggest winners and losers, and explore what it means for the state’s political future.

7:00 PM

Stories of KL

Darren Teoh joins us to talk about Dewakan’s place in Kuala Lumpur’s evolving culinary landscape.

8:00 PM

Cruise Control

We talk about Perodua's new EV, the QV-E and the conversations surrounding it. Daniel also shares his thoughts on the recently launched luxury sedan from JAC, the Maestro S800.