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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
    24/09/2019
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    Business and Market Discussions / View From Japan

    178-year-old British travel company Thomas Cook has collapsed after talks with potential lenders and the UK government failed to find a rescue package for the company. Last month,Thomas Cook’s largest shareholder, Chinese conglomerate Fosun, had proposed to contribute £450m to a £900m rescue package in return for a 75% stake in its package tour division and a 25% holding of its airline business.


    US factory activity hit a five-month high in September. IHS Markit’s initial estimate of the purchasing managers’ index for the manufacturing sector rose to 51 this month, beating economists’ expectations.


    However, data from the Eurozone show economic conditions worsening. The composite purchasing managers’ index for the eurozone fell to a six-year low and manufacturing saw the steepest contraction in seven years.


    South Korean exports have collapsed by the most in a decade. In the first 20 days of September exports tumbled 21.8% y/y and imports fell 11.1% y/y. Exports to China were down 29.8%.


    On today’s Money Talk we’re joined by Connie Bolland of Economic Research Analysis and Michelle Lam from Societe Generale. Providing the view from Japan is Nick Smith at CLSA in Tokyo.

    24/09/2019 - 足本 Full (HKT 08:03 - 08:35)

    24/09/2019 - 8:08 Business and Market Discussions

    Connie Bolland, Founder & Chief Economist of Economic Research Analysis, comments that South Korea’s biggest drop in exports in a decade is a bad sign for the global economy.

    Michelle Lam, Greater China Economist at Societe Generale, says that the shifting of Chinese production to other Asian countries helps factories like those in India benefit from the trade war.

    24/09/2019 - 8:25 View From Japan

    Nick Smith, Japan Strategist at CLSA, reports that Japanese companies tend to perform better if they have a large single shareholder, who is the founder, while the returns tend to be poorer if the top shareholder is a bank or the government.

    重溫

    CATCHUP
    09
    2019
    香港電台第三台

    24/09/2019

    Connie Bolland (R) of Economic Research Analysis and Michelle Lam (L) from Societe Generale

    23/09/2019

    Andrew Sullivan (L) of Pearl Bridge Partners and Quentin Webb (R) from The Wall Street Journal

    20/09/2019

    Iris Pang (L) from ING Wholesale Banking, Ronald Wan (R) at Partners Financial Holdings

    19/09/2019

    Enzio von Pfeil (L) from St. James’s Place, Samuel Faveur (M) of Mandarin Capital, Taiwan-based Political Risk Consultant Ross Feingold (R)

    18/09/2019

    Jack Siu (L), Stewart Aldcroft (M), Barry Wood (R)

    17/09/2019

    Brad Gibson, Co-head of Asia Pacific Fixed Income of Alliance Bernstein and Connie Bolland, founder and chief economist of Economic Research Analysis

    16/09/2019

    Dickie Wong, Head of Research at Kingston Securities and Alex Wong, Director of Asset Management, Ample Capital

    13/09/2019

    Francis Lun of GEO Securities and Kenny Wen from Everbright Sun Hung Kai

    12/09/2019

    Enzio von Pfeil from St. James’s Place and Andrew Freris of Ecognosis Advisory

    11/09/2019

    Stewart Aldcroft, Chairman of CitiTrust and Will Denyer, US Economist at Gavekal
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    Business & Market Discussions / View from China / Monday Debate: Innovation & Tech in HK

    主持人:Peter Lewis

    Hong Kong's economy grew by 0.5% in the second quarter compared to the same period last year, missing estimates for growth of 0.6%. It’s the slowest growth since the global financial crisis. On a quarter-on-quarter basis GDP shrank by 0.4%.  Protesters marched through Hong Kong for an eleventh successive weekend, with an estimated 1.7 million people demanding reforms. Financial Secretary Paul Chan warned yesterday Hong Kong should brace itself for an “economic typhoon.” President Trump said if Beijing uses violence in Hong Kong, it would make a trade deal with China hard.


    Joining today’s Money Talk to review the latest business, finance and economic headlines are Alex Wong at Ample Capital and Samuel Faveur of Mandarin Capital. Providing the view from the Mainland is Ben Cavender at the China Market Research Group. After 8:30 we discuss innovation & technology in Hong Kong with Wong Kam-fai from the Chinese University of Hong Kong; Sankar Villupuram from ARUP; Ernest Lo, Founder of Future Impact Lab and Naubahar Sharif from the Hong Kong University of Science and Technology.

    香港電台第三台

    19/08/2019 - 足本 Full (HKT 08:03 - 09:00)

    19/08/2019 - 8:09 Business & Market Discussions

    Alex Wong, Director of Asset Management at Ample Capital, says he is not optimistic about Hong Kong’s stock market until a political solution is found to the social unrest, but he is more positive on Chinese A-shares.

    Samuel Faveur, CEO and Founder of Mandarin Capital, comments that it’s difficult to forecast how long the economic downturn in Hong Kong will last, since the main components of the economy including retail, tourism and exports are being dragged down by the protests and the international situation.

    19/08/2019 - 8:24 View from China

    Ben Cavender, Principal at the China Market Research Group, says that President Trump’s unexpected concession in the trade war will help Huawei out of a difficult situation and also assist US tech companies who are suffering from the tech war.

    19/08/2019 - 8:35 Monday Debate: Innovation & Tech in HK

    Wong Kam-fai, Director of the Center for Innovation and Technology at the Chinese University, comments that although Hong Kong is moving forward in developing innovation and technology, the pace is still slow compared to other cities in Guangdong.

    Sankar Villupuram, Digital Services Leader in East Asia from ARUP, points out that the internationally high-ranked universities in Hong Kong and the education system here have laid an important foundation for innovation to develop.

    Ernest Lo, Founder of Future Impact Lab, expresses his concern that Hong Kong does have talent but is finding problems in keeping people.

    Naubahar Sharif, Associate Professor at the Division of Social Science of HK University of Science and Technology, says that attracting foreign talent to the city goes beyond innovation and tech to areas like the government's policies and the quality of life in Hong Kong.

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