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 every weekday morning 8 to 8:30 a.m. 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 "MoneytalkRadio3") .



    Business and Market Discussion

    US Secretary of State Mike Pompeo has certified to Congress that Hong Kong no longer maintains a high degree of autonomy from China and therefore no longer merits special treatment under US law. The US Congress could now revoke Hong Kong's special trade status, jeopardising billions of dollars’ worth of trade between Hong Kong and the US. The Hong Kong government has told the American Chamber of Commerce in the city that it's "unhelpful" to spread rumours and fear or speculate on the details of Beijing's national security law for Hong Kong when it's not even been drafted yet. The chamber has raised concerns that the law could jeopardise business prospects and stoke fears among foreign nationals over their safety. The European Commission has proposed a €750 billion (US$825bn) recovery fund consisting of grants and loans for every EU state to help the EU tackle the Covid-19 pandemic. The Japanese government is preparing a new 117.1 trillion-yen (US$1.1 trillion) stimulus package. That brings the total amount Japan has spent on combating the Covid-19 pandemic to 234 trillion yen, roughly 40% of Japan’s GDP. The fall in Chinese industrial profits slowed in April dropping 27.4% y/y to 1.26 trillion yuan in the January to April period compared to a 36.7% drop in January to March. On today’s Money Talk, we’re joined by Quentin Webb from the Wall Street Journal and John Schofield of Apastron Investment.

    28/05/2020 - 足本 Full (HKT 08:03 - 08:35)

    28/05/2020 - 8:10am Business and Market Discussion

    John Schofield, Executive Director at Apastron Investment says that US sanctions on China could also harm Hong Kong and warns that both sides will need to carefully calculate their actions.

    Quentin Webb, Asia Markets Editor at the Wall Street Journal says that US tariffs on China could end prospects of a further trade deal between the two countries.




    Quentin Webb, (Left) Asia Markets Editor at the Wall Street Journal & John Schofield, (Right) Executive Director at Apastron Investment


    Gavin Parry, (Left) CEO of the Parry Global Group & Stewart Aldcroft, (Right) Chairman of CitiTrust


    Connie Bolland, (Left) Founder and Chief Economist at Economic Research Analysis & Ian Hui, (Right) Global market Strategist at JP Morgan Asset Management


    Steve Wang, (Left) Senior Credit Analyst at CITIC CLSA & Michelle Lam, (Right) Greater China Economist at Societe Generale


    Francis Lun, (Left) CEO of GEO Securities & Le Xia, (Right) Chief Economist for Asia at BBVA Research


    Secretary for Labour and Welfare Dr Law Chi-kwong


    Stewart Aldcroft, (Right) Chairman of CitiTrust & Will Denyer, (Left) US Economist at Gavekal


    Patrick Bennett, (Left) Macro Strategist at CIBC & Connie Bolland, (Right) Founder and Chief Ecnomist at Economic Research Analysis


    Wendy Liu, (Left) Head of China Strategy at UBS Investment Bank & Nitin Dialdas, (Right) Chief Investment Officer at Mandarin Capital


    Francis Lun, (Left) CEO of GEO Securities & Kenny Wen, (Right) Wealth Management Strategist at Everbright Sun Hung Kai

    Business and Market Discussions / View from Japan

    主持人:Peter Lewis

    US stocks have plunged overnight after China said it would retaliate to US tariffs with measures of its own. President Trump said Beijing would be “hurt very badly” if it doesn’t agree to a trade deal and warned Xi Jinping not to retaliate as things would only get worse. Despite that, China’s Ministry of Finance said it would impose duties of between 5% to 25% on US$60 billion of American goods effective June 1, including household goods, industrial materials & chemicals, agricultural products and liquefied natural gas. The Global Times warned that China may also stop buying US agricultural products, as well as slashing its Boeing orders and restrict service trade.

    Our guests on today’s Money Talk are Connie Bolland of Economic Research Analysis and Sunil Kashyap from The Bank of Nova Scotia. Providing the view from Japan is Naoyuki Yoshino, Dean & CEO of the Asian Development Bank Institute.


    14/05/2019 - 足本 Full (HKT 08:03 - 08:32)

    14/05/2019 - 8:09 Business and Market Discussions

    Connie Bolland, Founder & Chief Economist at Economic Research Analysis, comments that the second part of the US-China trade war has just begun, and Ms. Bolland expects more tariffs from both sides.

    Sunil Kashyap, Head of Asia of ScotiaMocatta from The Bank of Nova Scotia, points out that the first set of 10% US tariffs on Chinese exports can be absorbed along the supply chain, but the new 15% increase is more difficult to absorb and is much more likely to be passed on to consumers.

    14/05/2019 - 8:25 View from Japan

    Naoyuki Yoshino, Dean & CEO of the Asian Development Bank Institute, says that Japan should lead the discussion at the upcoming G20 Summit on other global issues, rather than letting the leaders focus too much on the trade war.

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