Peter Lewis: A fast moving and topical business and finance show.



    A fast moving and topical business and finance show bringing you breaking business and economic news and financial market updates. Presented by former CEO and investment bank global trading head Peter Lewis, with over 30 years' industry experience. Join Peter and his expert guests for analysis and discussion on the day's top business stories live from 8 a.m. to 8.30 a.m. every weekday morning on RTHK Radio 3. We have a podcast to download after the show and you can also listen through the RTHK Radio 3 website live or later in the day. We welcome your questions, comments and feedback to read out in the show. You can email us at moneytalk@rthk.hk, post on our Facebook page "Money Talk on RTHK Radio 3 " or find us on twitter "MoneytalkR3") .



    Business & Market Discussions / View from Australia

    It normally takes a day or so for investors to decide how to interpret a Fed rate decision. The early indications are that markets are starting to take the prospects of Fed tightening seriously. The biggest beneficiary has been the US dollar which has continued its rally in morning Asian trading. Gold and gold mining shares have drifted lower impacted by the firmer dollar. The weaker yen has sent Japanese stocks higher.

    The Hong Kong Monetary Authority warned on Thursday that the impact of the decision by the US Federal Reserve to start unwinding its massive balance sheet was still uncertain and may have an effect on international financial markets, including capital flows and leading to more volatile asset prices.

    The Bank of Japan has left interest rates unchanged following its monetary policy meeting. The surprise was the vote was not unanimous with the newest board member Goushi Kataoka objecting. He said effects of the current yield curve program weren’t strong enough. The BOJ is now 1 year into its novel monetary policy experiment of targeting a ten year JGB yield of zero. That has certainly been more successful than achieving its target of 2% inflation.

    Google has struck a $1.1bn deal with Taiwan's HTC to expand its smartphone business. Google will not take a stake in the company but HTC staff will join Google and Google will receive a non-exclusive license for HTC intellectual property. HTC shares are suspended in Taipei.

    Investment bank China International Capital Corp jumped 19% at the open in Hong Kong after Tencent announced it had taken a 5% stake and would enter into “strategic cooperation” with CICC.

    Joining Friday’s Money Talk are Francis Lun, CEO of GEO Securities and Vincent Lam, Chief Investment Officer at VL Asset Management. On the phone from Sydney is Toby Lawson, CEO of Societe Generale Securities Australia. (8am-8.30am, email to moneytalk@rthk.hk)

    22/09/2017 - 足本 Full (HKT 08:03 - 08:32)

    22/09/2017 - 8:08 Business and Market Discussion

    Francis Lun, CEO of GEO Securities says the advance of the Hang Seng index through 28,000 points has been very narrowly led by just a few stocks.

    Vincent Lam, Chief Investment Officer at VL Asset Management says the market’s upward movement will spread to other sectors in Hong Kong.

    22/09/2017 - 8:22 View from Australia

    Toby Lawson, CEO of Societe Generale Securities Australia says the Fed’s decision to normalise their balance sheet and signal another increase in interest rates before the end of 2017 was expected.






    Business & Market Discussions / View from Taiwan / Hong Kong’s water security / One Belt, One Road project

    Good morning. Scrutiny over debt laden mainland companies has intensified. China’s state run TV has accused some of the mainland’s biggest companies’ overseas investments as asset transfers, not designed to make a profit but to move assets abroad.

    In the markets, global stocks are at new record highs. US tech stocks have risen above their dot.com peak. Hong Kong property prices continue to rise with developers selling a record amount of new homes in the first half of the year.

    Joining today’s Money Talk to review the latest business headlines are Enzio von Pfeil of Odyssey Capital and Lisa Jucca of Reuters BreakingViews. Maurice Lu, deputy chairman of Sinopac Futures in Taipei, will give us his view from Taiwan.

    In the second half of the programme we look at the precarious state of Hong Kong’s water security with Sam Inglis of ADM Capital Foundation and Joyce Lau of Civic Exchange. We also examine the role of Russia in the One Belt, One Road project with writer Brian Yeung.


    20/07/2017 - 足本 Full (HKT 08:03 - 09:00)

    20/07/2017 - 8:07 Business Discussion

    Enzio von Pfeil of Odyssey Capital says the Fed is going to raise rates too far relative to economic growth leading to markets discounting a choking US economy.

    Lisa Jucca of Reuters BreakingViews says investors are expecting the ECB to announce a reduction in the amount of bond purchases.

    20/07/2017 - 8:23 View from Taiwan

    Maurice Lu, Deputy Chairman from Sinopac Futures recollects the life of the founder of Eslite, Robert Wu.

    20/07/2017 - 8:33 Hong Kong's Water Security

    Joyce Lau from Civic Exchange says the Hong Kong government negotiates a new deal on water supply with Guangdong Investment Limited every three years. Sam Inglis from ADM Capital Foundation says the package lump sum deal should be fundamentally revisited.

    20/07/2017 - 8:45 Emerging Country Focus: Russia

    Independent writer Brian Yeung says Russia is keen on One belt One Road because there is no obligation and no one rejects Chinese investment.

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