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

    簡介

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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 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") .

    最新

    LATEST
    16/11/2018

    Business and Market Discussions / View from Australia

    The draft Brexit agreement has led to political chaos in the UK with the British pound and London shares falling sharply. Several ministers have resigned, including the UK’s Brexit Secretary, who said the deal was “damaging for the economy and devastating for public trust in our democracy." Prime Minister Theresa May vowed to fight for the deal despite mounting calls for a no-confidence vote in parliament.

    China’s cyber regulator will seek detailed logs of user activity and personal information from all technology companies and online service providers that could influence public opinion or spread social movements. That includes all the major tech companies on the mainland including Alibaba, Tencent and Baidu. The new rules will come into effect on November 30 and companies will have to provide to the internet regulator users’ real names, account numbers and hardware details, along with all their chat and call logs and online comments.

    US stocks rallied overnight after an FT report that Donald Trump's chief trade negotiator Robert Lighthizer told business leaders the US was putting the next round of tariffs on Chinese imports on hold. However, the US Trade Representative's spokesperson has since denied that.

    Joining today’s Money Talk are Francis Lun of GEO Securities and Michael Chang from Core Securities. On the phone from Sydney is Toby Lawson at Societe Generale Australia.

    16/11/2018 - 足本 Full (HKT 08:03 - 08:32)

    16/11/2018 - 8:08 Business and Market Discussions

    Francis Lun, CEO of GEO Securities says that Tencent's core gaming business is not growing, so it can no longer be considered as a growth stock. Mr Lun adds that he would not buy Tencent until its PE (price to earnings ratio) is in the 20’s.

    Michael Chang, Vice President of the Securities Dealing Department at Core Securities points out that if Hong Kong loses its separate customs area from China, it will be very damaging for businesses in the city.

    16/11/2018 - 8:20 View from Australia

    Toby Lawson, Head of Global Markets from Societe Generale Australia comments that the property market in Australia has turned down, but he does not see the boom turning to bust.

    重溫

    CATCHUP
    11
    2018
    香港電台第三台

    14/11/2018

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

    13/11/2018

    08/11/2018

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

    07/11/2018

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

    06/11/2018

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

    05/11/2018

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

    Business and Market Discussions / View from Taiwan

    主持人: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.

    香港電台第三台

    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.

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