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

    Money Talk



    Presenter: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 and Market Discussions / View from US

    UK and EU officials have agreed the draft text of a Brexit agreement after months of negotiations in Brussels. A special cabinet meeting will be held later today as UK Prime Minister Theresa May seeks ministers' backing. Leading Brexiteers and the Democratic Unionist party, which prop up Mrs May’s government, have urged cabinet ministers to reject the draft agreement, which they claim would keep the UK in a customs union with the 27-member bloc and hence under EU control.

    The latest data from the mainland shows new bank lending falling sharply with businesses reluctant to invest as the effects of the trade war bites. Premier Li Keqiang said yesterday that China wouldn’t resort to massive stimulus to revitalise the economy but instead would focus on “creating fair and equal regulations.”

    In the markets, energy stocks have tumbled after the biggest 1-day fall in oil prices in three years. Tech shares also remain under pressure ahead of third quarter earnings from Tencent after the close in Hong Kong later today.

    Our Money Talk panel of guests today consists of Stewart Aldcroft of CitiTrust, Peter Churchouse from Portwood Capital and in Washington D.C., RTHK’s International Economics Correspondent, Barry Wood.

    14/11/2018 - 足本 Full (HKT 08:03 - 08:32)

    14/11/2018 - 8:08 Business and Market Discussions

    Stewart Aldcroft, Chairman of CitiTrust says that the draft Brexit agreement is not satisfactory for those who wanted the UK to leave the EU and he expects that a substantial number of British conservative MPS will vote against it.

    Peter Churchouse, Founder of Portwood Capital forecasts that there will be a 15-20% decrease in average house prices over the course of the next 12 months.

    RTHK’s International Economics Correspondent Barry Wood believes that there will be a deal between US and China before the G20 summit at the end of the month.


    RTHK Radio 3


    Peter Churchouse from Portwood Capital (Left) and Stewart Aldcroft (Right)



    Enzio von Pfeil, Personal Wealth Advisor (Left) and Nitin Dialdas from Mandarin Capital


    (Left to Right) Hannah Anderson from JP Morgan Asset Management and Stewart Aldcroft from CitiTrust


    Gavin Parry (Left) from Parry International and Connie Bolland (Right) from Economic Research Analysis


    Le Xia from BBVA Research; and Alex Wong from Ample Capital


    Mark To from Wing Fung Financials; Pete Sweeney from Reuters Breaking Views; and Julie Sinnamon from Enterprise Ireland


    Enzio von Pfeil (Top), Charles D'Haussy from InvestHK (Bottom Left) and Megan Caywood from Starling Bank in UK (Bottom Right).

    Business and Market Discussions / View from Taiwan

    Presenter:Peter Lewis

    The wild swings in global stocks has continued for a fourth day with shares on Wall Street oscillating between losses and gains. US government bond yields have also jumped higher and are now almost back to where they were before the latest sell-off in shares began.

    China has responded to the US Trump administration’s slapping of tariffs on imports of solar panels and washing machines by filing a complaint with the World Trade Organisation. China says the tariffs are not consistent with international trade rules.

    US Senate leaders have reached a bipartisan budget deal that will keep the government funded for two years. It also significantly increases military and domestic spending by around $300 billion. However, the measure could face resistance in the House of Representatives.

    German Chancellor Angela Merkel's conservatives and the Social Democrats have agreed in principle on a coalition deal. Germany has been unable to cobble a government together for four months, the longest period without a government since the second world war. The latest agreement seems likely to break the deadlock and lead to the formation of a new government by Easter.

    On today’s programme, our regular Thursday guest, Enzio von Pfeil is joined by Steve Wang from CITIC CLSA. On the phone from Taipei is Maurice Lu of Sinopac Futures in Taiwan.

    RTHK Radio 3

    08/02/2018 - 足本 Full (HKT 08:03 - 08:32)

    08/02/2018 - 8:08 Business and Market Discussion

    Enzio von Pfeil comments that when he looks at his indicators, they show that the global “Economic Time” peaked last October and has been waning a little since then.

    Steve Wang, Senior Credit Analyst at CITIC CLSA, says that the way for Chinese companies to counteract the impact of tariffs by the US, is to produce better products that can compete with American goods.

    08/02/2018 - 8:24 View from Taiwan

    Maurice Lu, Deputy Chairman of Sinopac Futures in Taiwan, believes that the market will not go up much before the expected rise in US interest rates in March.