BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Morning Brief  >  China Conundrum – Short Term Pain Long Term Gain?

China Conundrum – Short Term Pain Long Term Gain?

John Lau, Portfolio Manager, Affin Hwang Asset Management

21-Oct-22 07:30

China Conundrum – Short Term Pain Long Term Gain?

A-share Chinese stocks listed in New York and Hong Kong are at all-time lows amid concerns over the economy, the continuation of the zero-Covid policy and common prosperity theme. This coincides with China’s ruling Communist Party Congress where Xi Jinping is expected to continue a third term. Should investors start nibbling China equities or is there no near term visible catalysts? For answers, we speak to John Lau, Portfolio Manager, Affin Hwang Asset Management.

 

Image credit: Shutterstock

Produced by: Sim Wie Boon

Presented by: Shazana Mokhtar, Wong Shou Ning, Chong Tjen San


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:  marketseconomyinternational

Tags:  hong kong stockchinachina stocksccpxi jinping





Play / Pause

Listen now : BFM 89.9 -- The Business Station

Today’s Shows



11:00 AM

Best of Enterprise

(REPEAT) Hann Liew, Founder and CEO of Halogen Capital, joins BFM to review a volatile 2025 and outline the outlook for 2026.

12:00 PM

Popcorn Culture

(REPEAT) In this double bill episode, we review the newly concluded Season 1 of Apple TV's Pluribus, and discuss whether it has us excited for a second season of this philosophical sci-fi mystery.

1:00 PM

Cruise Control

(REPEAT) We kick off the first episode of this year with Daniel's thoughts on the iCaur V23, an EV that, according to him, is simply awesome.

2:00 PM

Matt-Splained

(REPEAT) In a world of constant iteration cycles and incremental upgrades, we take time to salute some of the big names and services that the tech world lost in 2026.

3:00 PM

Earth Matters

(REPEAT) Fireflies in Bukit Kiara signal ecosystem health under urban pressure. We explore why they matter, and how a new intiative called The Glow Campaign is driving collective action.

4:00 PM

Bar None

(REPEAT) We explore pickleball's rise in popularity and whether it's here to stay.

5:00 PM

BBC World Service

BFM presents the BBC World Service, which provides in-depth coverage of issues from around the world.