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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


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Tags:  chinese equitieschina marketzero covid policyeconomic developmenteconomy growthFinancial ServicesConsumer Goods/ServicesCommodities, AgribusinessIndustrial Goods/ServicesPersonal FinanceEconomy, Marketsgovernmentinternationalinvestmentseconomymarkets


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