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

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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 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") .

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    LATEST
    25/05/2020
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    Business and Market Discussion / View from the mainland

    Hong Kong stocks have plunged in their biggest one-day fall in almost five years after China said it will introduce national security law in the territory. The White House said on Sunday that the US will likely impose sanctions on China if the law is enacted.

    China’s National People’s Congress has declined to set a gross domestic product target for the first time. Premier Li Keqiang said the pandemic has not come to an end yet and that the country “must redouble efforts to minimize the losses resulting from the virus.” He also pledged to implement the Phase 1 trade deal agreed with the US.

    President Xi Jinping said he won’t let the world’s second-largest economy return to its days as a planned economy. He told delegates at the “two sessions” meeting that the country has strengths that will allow it to recover after the Covid-19 pandemic. He also pledged to defend globalisation and reject protectionism.

    On Friday, the US government added a further 33 Chinese companies and other institutions to its so-called “entities list”, restricting their ability to receive export licenses for US software and hardware.

    On today’s Money Talk, we’re joined by Michelle Lam from Societe Generale and Steve Wang at CITIC CLSA. With a view from mainland China is Shanghai-based Independent Economist, Andy Xie.

    25/05/2020 - 足本 Full (HKT 08:03 - 08:35)

    25/05/2020 - 8:10am Busines and Market Discussion / View from the mainland

    Michelle Lam, Greater China Economist at Societe Generale says that the proposed national security legislation and escalating protests are adding further uncertainty to Hong Kong's local businesses, some of which have only just started to recover from the impact of the COVID-19 pandemic.

    Steve Wang, Senior Credit Analyst at CITIC CLSA says that Hong Kong’s role as a financial centre for China corporates is weakening and the number of bond issues over the last year has declined.

    Andy Xie, Shanghai-based Independent Economist is of the view that China's decision not to set a growth target for this year is understandable, as the figures would be too pessimistic.

    重溫

    CATCHUP
    05
    2020
    香港電台第三台

    25/05/2020

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

    22/05/2020

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

    21/05/2020

    Secretary for Labour and Welfare Dr Law Chi-kwong

    20/05/2020

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

    19/05/2020

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

    18/05/2020

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

    15/05/2020

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

    14/05/2020

    Enzio von Pfeil, (Left) Personal Wealth Advisor & Louisa Fok, (Right) China Equity Strategist at Bank of Singapore

    13/05/2020

    Khiem Do, (Left) Head of Greater China Investments at Baring Asset Management & Stewart Aldcroft, (Right) Chairman of CitiTrust

    12/05/2020

    Ruchir Desai, Fund Manager at Asia Frontier Capital
    X

    Market Discussion / View from Singapore / ESG Reporting Guidelines / Asian Frontier Markets

    主持人:Peter Lewis

    The European Union's anti-trust commission has launched an investigation into Amazon regarding suspicions that the online retailer misuses "sensitive data" from independent retailers who sell on the company's site. Anti-trust commissioner Margrethe Vestager said Amazon has a dual role as a retailer selling products on its site and a marketplace where independent traders can sell directly to consumers. When providing a marketplace, she says Amazon appears to collect and use competitively sensitive data about sellers, their products and transactions.

    Project Dragonfly, Google's controversial plan to launch a censored search engine in China has been "terminated", Karan Bhatia told the US Senate Judiciary Committee. Work on the project was reported to have ceased late last year but rumours that it remained active persisted.

    The Federal Reserve’s Beige Book showed economic activity in the US “continued to expand at a modest pace” and the outlook is for “continued modest growth, despite widespread concerns about the negative impact of trade-related uncertainty”.

    On today’s Money Talk we’re joined by Enzio von Pfeil from St. James’s Place and Sunil Kashyap of the Bank of Nova Scotia. Providing the view from Singapore is Justin Kendrick of Ingenia Consultants.

    In the second half of the programme we talk about the Hong Kong Stock Exchange’s ESG Reporting Guide consultation, which closes tomorrow, with Pat Dwyer and Fiona Donnelly from The Purpose Business. We also look at frontier markets with Ruchir Desai, Fund Manager at Asia Frontier Investments.

    香港電台第三台

    18/07/2019 - 足本 Full (HKT 08:03 - 09:00)

    18/07/2019 - 8:00-8:20 Market Discussion

    Sunil Kashyap, Managing Director of the Bank of Nova Scotia says that the amount of Chinese capital flowing overseas has been reduced and China is diversifying its foreign holdings.

    Enzio von Pfeil, Private Wealth Advisor from St. James’s Place believes that US consumers are paying the cost of increased tariffs on Chinese goods.

    18/07/2019 - 8:20-8:30 View from Singapore

    Justin Kendrick, Co-Founder and Head of Investment Solution, Ingenia Consultants explains that Singapore is an open trading economy and its exports of electronic goods has been hurt by the global slowdown.

    18/07/2019 - 8:30-8:45 ESG Reporting Guide consultation

    Pat Dwyer, Founder and Director of The Purpose Business says that the current consultation paper on ESG reporting guidelines puts the responsibility on company boards to meet the requirements.

    Fiona Donnelly, Co-Founder and Business Development Lead from The Purpose Business says that it will be mandatory for listed company to disclose KPIs on ESG.

    18/07/2019 - 8:45-9:00 Asian Frontier Markets

    Ruchir Desai, Fund Manager at Asia Frontier Investments says the Vietnam stock market is outperforming, as it has positive export growth and the market is benefiting from the trade war.

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