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



11:00 AM

Best of Enterprise

(REPEAT) Peng T. Ong, Co-Founder & Managing Partner at Monk's Hill Ventures talks about how to survive in an age where AI does everything for us.

12:00 PM

Popcorn Culture

(REPEAT) We review Sam Raimi’s survival-horror flick, Send Help, and then ask: What are the best depictions of survival, whether in movies or TV?

1:00 PM

Cruise Control

(REPEAT) Daniel shares his thoughts on what the 2026 Proton Saga MC3 is supposed to be for Malaysians after taking it out for a ride.

2:00 PM

Matt-Splained

(REPEAT) Matt and Richard unpack OpenClaw, aka Moltbot, and try to explain what a 2026 operated by agents is going to look like.

3:00 PM

Earth Matters

(REPEAT) This World Wetlands Day, we explore Kuala Selangor Nature Park, where mangroves, mudflats, and wildlife thrive just minutes from the city.

4:00 PM

Bar None

(REPEAT) Bowling legend, Esther Cheah joins us in the studio to reflect on her career after announcing her retirement recently.

5:00 PM

BBC World Service

Datshiane Navanayagam brings together two women from the US and Australia to discuss the art of writing a political biography and whether women in politics are placed under more scrutiny than men.