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



    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 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") .



    Business and Market Discussion / View from Australia

    The European Central Bank has left interest rates on hold at minus 0.5% and its €1.85tn emergency bond-buying programme unchanged in its first meeting since agreeing on a new monetary policy strategy earlier this month. The ECB set a new symmetric 2% inflation target as part of its first review of its strategy since 2003. But governing council members yesterday were divided on the implementation of the strategy with some saying its commitment to tolerate a moderate and transitory overshoot of its price growth target, increased the risk of inflation surging above its target.

    Bloomberg News is reporting that the Cyberspace Administration of China is considering serious and unprecedented penalties against Didi Global after the ride-hailing giant went ahead with its IPO despite requests from the regulators for a delay. The CAC considered it a challenge to Beijing’s authority. Bloomberg is suggesting the fine could likely be bigger than the record US$2.8 billion that Alibaba paid earlier this year and other possible sanctions include suspension of certain operations, delisting or withdrawal of Didi’s US shares.
    On Wall Street, US stocks have recovered all of Monday’s steep losses, as strong earnings results outweighed fears about the spread of the Delta variant. All three major indices are now less than 1% away from record highs. Hong Kong stocks snapped a three-day losing streak which had wiped out all of the Hang Seng’s gains for the year.
    On today’s Money Talk, we’re joined by John Schofield of Tempus Investment and Patrick Bennett from CIBC World Markets. Also with us is Toby Lawson, CEO of Societe Generale India.

    23/07/2021 - 足本 Full (HKT 08:03 - 08:35)

    23/07/2021 - 8:10am Business and Market Discussion

    John Schofield, Managing Director of Tempus Investment notes that the underperformance in the Hong Kong stock market is due to the crackdown on technology companies in mainland China, and uncertainty over US-China relations.

    Patrick Bennett, Macro Strategist at CIBC World Markets notes that there are large amounts of liquidity pouring into the global markets and he thinks that interest rates will remain low for some time.

    23/07/2021 - 8:24am View from Australia

    Toby Lawson, CEO of Societe Generale India thinks it is too early to tell whether the lockdown in the 3 major states in Australia will have any negative effect on the Australian economy.




    Alex Wong, (Right) Director of Asset Management at Ample Capital and James Wong, (Left) Chief investment Officer (Overseas) at Lead Securities.

    Business and Market Discussion / View from Japan

    主持人:Peter Lewis

    Hong Kong’s Financial Secretary, Paul Chan, warned on Sunday that the deficit in the current fiscal year will hit a record high of HK$300 billion, but an increase in stamp duty revenue last year helped mitigate the financial situation. He said it'll be difficult to "sweeten" the financial blueprint, but there will be a combination of measures to help alleviate people's burden, though the scale may not be as big as last year.

    Japan’s economic recovery performed better than expected in the final quarter of last year. GDP grew at an annualized pace of 12.7% from the prior three months, boosted by exports, business investment and consumer spending. Economists had been expecting a 10.1% expansion. For the full year, the economy contracted by a better than expected 4.8%.

    Global stocks ended Friday at a record high after investors poured a record US$58bn into global stock funds last week. The MSCI World Index closed at an all-time high and is up about 6% this year. In the US, the S&P 500 and the Nasdaq Composite Index closed at records, taking their gains for the month to 5.9% and 7.8% respectively. In Hong Kong, the Hang Seng closed before the Lunar New Year holidays at its highest level since June 2018. Mainland markets saw their best return in seven years in the year of the rat.

    On today’s Money Talk, we’re joined by William Ma, Hong Kong-based investment executive and Michelle Lam of Societe Generale. With a view from Japan is Tokyo-based journalist and author William Pesek.


    16/02/2021 - 足本 Full (HKT 08:03 - 08:35)

    16/02/2021 - 8:07am Business and Market Discussion

    Michelle Lam, Greater China Economist at Societe Generale, says that a hike in China's interest rates by the PBOC could trigger market volatility and take investors by surprise.

    Wiliam Ma, Hong Kong-based investment executive, still favours new economy sectors over the old economy, and says it is too early to rotate back to the old economy, as the market still favours growth

    16/02/2021 - 8:23am View from Japan

    William Pesek, Tokyo-based journalist and author, says that a continuation of the economic recovery in Japan depends upon the rollout of the Covid-19 vaccine programme.

    Tag: GDP,Nasdaq,MSCI
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