Sentiment Driving Chinese Equities
John Lau, Portfolio Manager, Affin Hwang Asset Management
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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
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