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 and Market Discussions / View from Taiwan

    Inflation in the US has come in stronger than expected last month and retail sales have disappointed. That has sent Treasury bond yields to their highest levels in 4 years but stocks on Wall Street have staged a comeback from an early sell off.

    Japan has seen its eighth consecutive quarter of economic growth, the longest period since 1989. The Japanese yen broke above ¥107 against the dollar for the first time since November 2016 after the data release.

    In a further escalation of trade tensions between the US and China, the US Commerce Department says Chinese manufacturers of cast iron pipe fittings have dumped products in the US below cost. President Trump will decide later this year whether to impose tariffs as a result.

    China has increased subsidies for electric cars in a move designed to encourage the production of green vehicles. However, Tesla’s efforts to open a manufacturing plant in Shanghai have stalled over ownership issues. Foreign car makers must partner with a local firm under mainland law but Tesla wants to have complete ownership of its factory.

    On today’s Money Talk we’re joined by Sunil Kashyap of ScotiaMocatta and Tariq Dennison from GFM Asset Management. On the phone from Taipei is Taiwan-based political analyst Ross Feingold.

    15/02/2018 - 足本 Full (HKT 08:03 - 08:32)

    15/02/2018 - 8:08 Business and Market Discussion

    Sunil Kashyap, Head of Asia at ScotiaMocatta, is concerned about whether the European Central Bank can pick up the signs of inflation and act quickly enough to combat it.

    Tariq Dennison, Portfolio Manager from GFM Asset Management, comments that the tax cut in the US can hopefully bring a fiscal stimulus helping with a rise in wages and increased consumer spending.

    15/02/2018 - 8:25 View from Taiwan

    Taiwan-based Political Analyst Ross Feingold says that if US President Trump imposes tariffs on Chinese products, this will not only affect Chinese companies and workers but will have a broader impact on the world economy.



    Business and Market Discussions / View from China

    主持人:Peter Lewis

    It’s been a roller coaster week on the world’s stock markets that’s seen $3 trillion wiped off the value of US equities. The Dow traveled a total of 22,000 points last week falling over 12% from its peak putting it in a technical correction. The CBOE volatility index, the Vix, doubled over the past 5 trading days.

    In the US, a prolonged shutdown of the government has been averted after lawmakers voted to pass a two-year budget. However, the latest finance bill will add more than $300 billion to the government’s spending over the next two years fueling fears over the budget deficit which is expected to increase by over $1 trillion over the next 10 years.

    Hong Kong has the opposite problem. Financial Secretary Paul Chan is expected to announce a budget surplus as much as 5 times his original estimate of HK$16.3 billion in his budget on February 28. Chief Executive, Carrie Lam said on Friday that the budget could be “full of surprises”, with economic growth set to surpass 3.7% for 2017.

    On today's Money Talk, we keep close track of the turbulence in the financial markets with Alex Wong, Director of Asset Management from Ample Capital and Alex Frew Mcmillan, writer at Dragonfly Media. Providing a view from the mainland is Yanan Wu, Chairman of Zhen Rong Bao.


    12/02/2018 - 足本 Full (HKT 08:03 - 08:32)

    12/02/2018 - 8:09 Business and Market Discussion

    Alex Wong, Director of Asset Management from Ample Capital, warns investors to pay close attention to the Hong Kong economy since Asian stock markets are extremely weak at the moment.

    Alex Frew Mcmillan, writer at Dragonfly Media, comments that Chinese economic growth is surprising and has lasted longer than expected.

    12/02/2018 - 8:23 View from China

    Yanan Wu, Chairman of Zhen Rong Bao, expects ongoing stock market volatility in the near term and institutions will re-allocate their assets, but Mr. Wu holds a positive outlook for the medium-term.

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