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

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    主持人:Peter Lewis

    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 every weekday morning (Mon - Thu 8 to 9 a.m.; Fri 8 to 8:30 a.m.) 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 "MoneytalkRadio3") .

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    26/08/2019
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    Business and Market Discussions / View from China / AI in China / Capital Flight from HK & PEG Ratio

    China’s State Council said on Friday it would impose new tariffs ranging from 5% to 10% on US$75bn of US products. Beijing also said a 25% tariff will be imposed on US cars and a 5% levy on auto parts and components from December 15.

     

    President Trump reacted furiously and, in a tweet, ordered American companies to pull out of China. He said tariffs on $250 billion of Chinese imports will be raised to 30% from 25% from October 1. Other Chinese imports that were set to have 10% tariffs from September 1 will now have 15% tariffs. China said on Saturday it would continue fighting the trade war with the USA “until the end”.

     

    President Trump also lashed out at Federal Reserve Chairman Jerome Powell after his speech at the Jackson Hole gathering of central bankers failed to give a clear commitment to further rate cuts. He tweeted, “as usual, the Fed did NOTHING! My only question is, who is our bigger enemy, Jay Powell or Chairman Xi?” Mr. Powell gave his strongest warning yet of the damage the trade war was doing to the global economic outlook. He said the US central bank didn’t have adequate tools to counter the rising business and investor anxieties arising from the dispute.

     

    On today’s Money Talk are Alex Wong at Ample Capital and Anthony Chan from Union Bancaire Privée. Providing the view from the mainland is Brock Silvers at Kaiyuan Capital. After 8:30, we discuss AI in China with Nina Xiang of the China Money Network. Also joining us is Alicia Garcia-Herrero from NATIXIS to talk about the risk of capital flight from Hong Kong as a result of the protests.

    26/08/2019 - 足本 Full (HKT 08:03 - 09:00)

    26/08/2019 - 8:09 Business and Market Discussions

    Alex Wong, Director of Asset Management at Ample Capital, says that investors are retreating from Hong Kong stocks, and with the escalation of the US-China trade dispute, people will start pulling back from China A-shares as well.

    Anthony Chan, Chief Asia Investment Strategist from Union Bancaire Privée, says that the escalation of trade tensions could lead to damaging non-tariff measures such as preventing companies from operating and it will also hurt China's global financing power.

    26/08/2019 - 8:24 View from China

    Brock Silvers, Managing Director at Kaiyuan Capital, comments that China has made a big bet – if the US economy goes into recession and Donald Trump fails to get re-elected, then Beijing has won the trade war.

    26/08/2019 - 8:34 AI in China

    Nina Xiang, Co-founder & Managing Editor of the China Money Network, notes that drivers of AI in China include scale, speed and state support, but what China is doing in terms of surveillance and personal data collection through AI technology has become a huge concern to other countries.

    26/08/2019 - 8:47 Capital Flight from HK & PEG Ratio

    Alicia Garcia-Herrero, Chief Economist for Asia Pacific from NATIXIS, notes that there’s no evidence of massive capital outflow from Hong Kong and imposing capital controls would be harmful to the city’s reputation as an international financial centre.

    重温

    CATCHUP
    08
    2019
    香港电台第三台

    26/08/2019

    Alex Wong (top right) at Ample Capital, Anthony Chan (top left) from Union Bancaire Privée, Nina Xiang (bottom right) of the China Money Network

    23/08/2019

    Francis Lun (L) of GEO Securities and Kenny Wen (R) at Everbright Sun Hung Kai

    22/08/2019

    Enzio von Pfeil (top left) at St. James’s Place, Ian Hui (top middle) from JP Morgan Asset Management, Political Risk Consultant Ross Feingold (top right), Clemente Contestabile (bottom), Consul General of Italy in HK

    21/08/2019

    Stewart Aldcroft (top middle) of CitiTrust, Tariq Dennison (top left) at GFM Asset Management, RTHK’s International Economics Correspondent Barry Wood (top right), Jonathan Wright (bottom right) fromt Dow Jones

    20/08/2019

    (From L to R) Pete Sweeney from Reuters Breakingviews, Connie Bolland at Economic Research Analysis, James Lau, the Secretary for Financial Services and the Treasury

    19/08/2019

    (Top L to R) Samuel Faveur, Alex Wong ; (bottom L to R) Wong Kam-fai, Peter Lewis, Sankar Villupuram, Ernest Lo, Naubahar Sharif

    16/08/2019

    Francis Lun (L), Alan Luk (M), Toby Lawson (R)

    15/08/2019

    Louis Kuijs (top left), Louisa Fok (top right), James Lloyd (bottom right), David Lai (bottom second left)

    14/08/2019

    Mark Michelson (top left), Stewart Aldcroft (top middle), Barry Wood (top right) Antony Dapiran (bottom second left), Ada Li (bottom right)

    13/08/2019

    (Clockwise) David Kneebone, Angela Chow, Peter Lewis, Connie Bolland, Brad Gibson
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    Business & Market Discussions / View from India / Tech - Virtual Banks in HK / Exchange-Traded Fund

    主持人:Peter Lewis

    Stocks in the US and Europe have plunged after further warning signals of an impending recession appeared in the bond markets and disappointing economic data from China and Germany. In the US and UK, the yield on ten-year government bonds dropped below that of two-year debt for the first time since the global financial crisis. The yield on the 30-year Treasury bond fell to a record low. President Trump slammed the Federal Reserve and its Chairman Jerome Powell as “clueless.”

     

    In China, industrial output rose at the slowest rate in 17 years. Retail sales grew by 7.6%, the slowest pace since April.

     

    Hong Kong airport has resumed operations after two days of chaos which saw hundreds of flights cancelled and protesters clash with riot police on Tuesday. The Airport Authority said it had obtained a temporary injunction banning protesters from entering certain areas. As some protestors held up banners apologising for the violence, China’s Hong Kong and Macau Affairs Office in Beijing called the behaviour at the airport no different to terrorism and said it must be severely punished. President Trump suggested a personal meeting with Xi Jinping to help resolve the crisis “humanely.”

     

    On today’s Money Talk we’re joined by Louis Kuijs from Oxford Economics and Louisa Fok of Bank of Singapore. We get a view from India with Rikesh Mirchandani at Ocean City Capital Advisors. In the second half of the programme we see how ready Hong Kong is for virtual banking with James Lloyd at EY. We also catch up on the latest developments in Exchange Traded Funds with David Lai of Premia Partners.

    香港电台第三台

    15/08/2019 - 足本 Full (HKT 08:03 - 09:00)

    15/08/2019 - 8:09 Business & Market Discussions

    Louis Kuijs, Head of Asia Economics at Oxford Economics, comments that the yield curve inversions are not totally indicative of an impending recession because some of the key trigger points are being excluded.


    Louisa Fok, China Equity Strategist from the Bank of Singapore, comments that the US-China trade tensions will undoubtedly have an impact on Hong Kong’s economy, and the SAR's competitiveness over other regional cities will depend on how its economic structure evolves.

    15/08/2019 - 8:25 View from India

    Rikesh Mirchandani, Founder and CEO of Ocean City Capital Advisors, says that India PM Modi’s government is on track to achieve the target of a US$5 trillion economy size by 2024, which will make India the 3rd largest economy after the US and China.

    15/08/2019 - 8:35 Tech: Virtual Banks in HK

    James Lloyd, Asia-Pacific FinTech Leader at EY, points out that licensing of new virtual banks is not sufficient in itself in creating new product offerings in the market, and that the introduction of the Faster Payment System is a good example of technological infrastructure that can enable new Fintech propositions to come to the market.

    15/08/2019 - 8:47 Exchange-Traded Fund

    David Lai, Partner & Co-Chief Investment Officer of Premia Partners, advises investors to manage their risks by diversifying their portfolios amid the uncertainties of the US-China trade dispute and the recent poor performance of the Hang Seng Index. Mr. Lai says that investors may consider putting money to uncorrelated markets like Vietnam, where there is a rising middle class and has the potential to be benefited from the trade war.

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