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

    Ahead of tomorrow’s interest rate decision from the Federal Reserve, President Trump has warned the US central bank against making “yet another mistake.” He advised the monetary policy committee to “feel the market” as US stocks moved closer to a 2018 low this week.

    Business confidence in Germany has sunk to the lowest level in more than two years, according to a survey from the Ifo Economic Institute. Trade friction, Brexit, and slower global growth are slowing the nine-year upswing in Germany’s economy and business expectations fell to a four-year low.

    Our panel of guests this morning consists of Marc Franklin from Conning Asia Pacific, Independent Analyst Andrew Sullivan and from Washington D.C., RTHK’s International Economics Correspondent, Barry Wood.

    19/12/2018 - 足本 Full (HKT 08:03 - 08:32)

    19/12/2018 - 8:08 Business and Market Discussions

    Marc Franklin, Senior Portfolio Manager from Conning Asia Pacific says President Xi Jinping and the Chinese communist party's credibility are being questioned because of the sharp economic slowdown and the lack of progress in trade talks between China and US.

    Independent Analyst Andrew Sullivan forecasts opportunities in Vietnam and Cambodia in 2019 as companies relocate their factories there because of the trade war.

    RTHK’s International Economics Correspondent, Barry Wood says the US Federal Reserve is probably at the end of its tightening cycle and he expects that this will be last rate hike. Mr Wood also forecasts that a trade agreement will be reached between the US and China in 2019.




    Connie Bolland from Economic Research Analysis and Jonathan Garner frm Morgan Stanley


    Left to Right - Andrew Peaple from Wall Street Journal and Enzio von Pfeil, Personal Wealth Advisor


    Peter Churchouse from Portwood Capital and Jack Siu from Credit Suisse


    Douglas Young, Co-Founder of Goods of Desire and Peter Lewis


    John Welsh and Louis Kuijs


    Francis Lun from GEO Securities and Richard Harris from Port Shelter Investment Management


     Anthony Chan of Union Bancaire Privée (Top Left),  Nitin Dialdas from Mandarin Capital (Top Right) and Benjamin Bai, Chief IP Officer for Ant Financial (Bottom)

    Business and Market Discussions / HK Maritime Industry / Emerging Markets Update : Pakistan

    主持人:Peter Lewis

    Tesla’s Elon Musk has tweeted that he has secured the funding to take Tesla private in what would be the world’s biggest buyout. He said in a Twitter exchange with shareholders that existing investors would be able to retain their holdings and he hoped to remain as CEO. That news followed an earlier announcement that Saudi Arabia's sovereign wealth fund has built a US$2bn stake in the firm.

    Japanese tech giant Softbank is considering a US$30bn IPO, which would be the world’s largest, for its domestic wireless operations, according to news reports.

    Sweeping US sanctions against Iran have gone into effect. Donald Trump has tweeted that any company or individual that does business with Iran would not be able to do business with the US.

    Apple has been dragged into the trade war after Chinese state media said the tech giant had benefited from cheap labour in China and needed to share more of its profit with the Chinese people or face "anger and nationalist sentiment."

    Citibank has raised its mortgage rate for new borrowers in Hong Kong by 10 basis points. It’s the first mortgage rate rise for HK home buyers in 12 years.

    In the markets the PBOC has calmed the currency markets and Chinese A-shares have rebounded with their biggest gain in over 2 years.

    Joining today’s Money Talk are Stewart Aldcroft of CitiTrust, Andrew Collier, from Orient Capital Research and Barry Wood, RTHK’s International Economics Correspondent based in Washington D.C. Later in the programme we talk about the outlook for the shipping industry with Tim Huxley, Chairman of Mandarin Shipping. This week’s emerging & frontier markets focus is on Pakistan. Jeremy Zook of Fitch Ratings tells us about the economic problems new Prime Minister Imran Khan faces.


    08/08/2018 - 足本 Full (HKT 08:03 - 09:00)

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

    Stewart Aldcroft, Chairman of CitiTrust Limited, comments that the US sanctions on Iran will have a devastating effect on the Iranian economy.

    Andrew Collier, Managing Director at Orient Capital Research, says that the Chinese central bank is trying to stabilise the yuan in the currency markets using forwards so that it doesn’t have to deplete its reserves.

    RTHK’s International Economics Correspondent Barry Wood is confident that Tesla's Founder & CEO Elon Musk will have the funding for the buyout of the electric car manufacturer.

    08/08/2018 - 8:34 HK Maritime Industry

    Tim Huxley, Chairman of Mandarin Shipping says that Hong Kong’s shipping industry has improved considerably over the last 12 months. Mr. Huxley believes that the Sino-US trade war has not so far impacted the industry.

    08/08/2018 - 8:49 Emerging Markets Update : Pakistan

    Jeremy Zook, Associate Director of Asia Sovereign Ratings from Fitch Ratings points out that the priorities for Pakistan's new government will be stabilise the economy. Mr. Zook expects Pakistan to request an IMF bailout which will involve fiscal tightening.

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