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 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 / Gideon Rachman of Financial Times

    主持人:Peter Lewis

    US markets have hit new highs after Republican House speaker Paul Ryan said new tax plans would be unveiled by September 25 and passed into law by the end of the year. The US dollar has rallied to a 1-week high.

    President Donald Trump has blocked the Chinese government-backed Canyon Bridge Capital Partners attempt to buy an American chip maker, Lattice Semiconductor. In a statement, Mr. Trump said the transaction could risk U.S. national security due to “the potential transfer of intellectual property to the foreign acquirer.”

    Joining today’s Money Talk are Enzio von Pfeil from Odyssey Capital and Tariq Dennison of GFM Asset Management. We also talk to Gideon Rachman, Chief Foreign Affairs Commentator at the Financial Times about some of the geopolitical events shaping the world today. (8am-8.30am, email to moneytalk@rthk.hk)


    14/09/2017 - 足本 Full (HKT 08:03 - 08:32)

    14/09/2017 - 8:08 Business and market discussion

    Enzio von Pfeil, Group Economist at Odyssey Capital Group says the overvaluation of stocks is caused by an overflow of money and a shortage of goods on the market.

    Tariq Dennison, Portfolio Manager at GFM Asset Management says the use of Bitcoin and cryptocurrencies will be prevalent in the future and that the warnings from financial authorities should not be treated as a potential ban.

    14/09/2017 - 8:22 Gideon Rachman of Financial Times

    Gideon Rachman, Chief Foreign Affairs Commentator at the Financial Times says there is no doubt in his mind that the Russians influenced the outcome of the US Presidential election.

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