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 : A Bit of Culture: (REPEAT) Is there a limit to nostalgia? That’s...

Today’s Shows



11:00 AM

Best of Enterprise

(REPEAT) We dive into Yeoh Chen Chow’s entrepreneurial journey as the founder of 1% Advisory & Coaching, from his small-town beginnings to startup exits, and why he’s now focused on empowering others.

12:00 PM

Just For Kicks

(REPEAT) The JFK pundits share their thoughts on the Europa League Final, as Spurs lifted their first trophy in 17 years!

1:00 PM

A Bit of Culture

(REPEAT) Is there a limit to nostalgia? That’s the topic Kam, and his two guests, Ong Kar Jin and Marion D’Cruz will be unpacking, alongside discussing the relevance of doing a degree in the arts, and the trickster!

2:00 PM

Ringgit & Sense

(REPEAT) Should you rebalance your portfolio? Ngan Teng Chee, Executive Director of SP Investment Management Sdn Bhd shares his thoughts on the subject, as well as talk about asset allocation.

2:30 PM

The Property Show

(REPEAT) Faisal Durrani, partner and head of research for the Middle East & North Africa region at Knight Frank breaks down the numbers behind Dubai’s real estate market and explains what’s driving global investor interest.

3:00 PM

Best of The Bigger Picture

(REPEAT) Should you work till you’re 70 years old? Prof Peter Beattie, Political Economist & Political Psychologist, Chinese University of Hong Kong (CUHK) weighs in.

4:00 PM

Best of Evening Edition

(REPEAT) We discover the history of tea and find out how this drink became a cultural icon and daily ritual for millions worldwide.

5:00 PM

BBC World Service

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