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Chetan Ahya is chief Asia economist at Morgan Stanley in Hong Kong. Asia's growth outperformance is just starting to build.The region's post-COVID rec ....

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Transcripts for BBCNEWS World Business Report 20240604 04:46:00

Doing to the flow of money for foreign investors? foreign investors? i think it s certainly making foreign investors? i think it s certainly making foreign - certainly making foreign investors very reluctant to push more money into chinese markets. you looked at the hang seng and you said it s up to 3% so far. a lot of that has been driven by tech. if you look at how the hang seng has done this year, it has significantly underperformed expectations. the chinese recovery, to a certain extent, is running on fumes. they have been in deflation for the last six months. i think there is a concern that they may struggle to hit their 5% gdp target later this year. to hit their 596 gdp target later this year. to hit their 596 gdp target later this year. you mention tech there. later this year. you mention tech there. the later this year. you mention tech there. the staggering l tech there. the staggering outperformance, shall we say, of the mega techs looks like the run up before the pa ....

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This sector's stocks are on sale: BofA Securities analyst

Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow ....

Scott Barlow , Michael Yee , M It Technology , Travis Steed , Hugo Ste Marie , Big Tech ,