China Conundrum – Short Term Pain Long Term Gain?
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English - October 20, 2022 23:30 - 10 minutes - 9.47 MB - ★★★★★ - 2 ratingsBusiness Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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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.
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