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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


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Categories:  marketseconomyinternational

Tags:  hong kong stockchinachina stocksccpxi jinping





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