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 Taiwan

    主持人:Peter Lewis

    In a highly unusual move, HSBC and three other major banks have suspended mortgages on unfinished Evergrande Projects in Hong Kong. China Evergrande Group is the most indebted property developer in China and its shares have fallen more than 25% this week on fresh signs of a cash crunch at Evergrande.

    The head of the International Monetary Fund, Kristalina Georgieva, warned yesterday that the coronavirus pandemic will not be over by the end of 2022 unless the global vaccination campaign accelerates. 
    On Wall Street, US stocks have rallied for a second day regaining all of their losses from Monday’s sharp selloff. The S&P 500 index rose 0.8% to 4,358 leaving it just 1% away from a record high. Stocks that benefit most from the continued economic reopening rebounded the most from the Monday sell-off.
    Hong Kong stocks extended their losses into a third day on Wednesday.The latest declines have eradicated its gains for the year, leaving the Hang Seng flat since the beginning of January.
    On today’s Money Talk, we’re joined by Personal Wealth Adviser Enzio Von Pfeil and Louisa Fok from Bank of Singapore. With a view from Taiwan is Ross Feingold at SafePro Group.


    22/07/2021 - 足本 Full (HKT 08:03 - 08:35)

    22/07/2021 - 8:10am Business and Market Discussion

    Personal Wealth Adviser Enzio Von Pfeil said that America’s economic time is transmogrifying from a short-lived excess demand for goods into an excess supply of goods, which is not good for America’s profits outlook.

    Louisa Fok, China Equity Strategist at Bank of Singapore thinks that the delta variant of Covid-19 is causing a lot of volatility in equity markets.

    22/07/2021 - 8:24am View from Taiwan

    Ross Feingold, Business Development Director at SafePro Group believes that financial decoupling between the US and mainland China is inevitable and that companies might have to segregate the operation of their businesses to avoid tensions.

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