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 / View from China

    Data released on Friday from around the world shows the coronavirus pandemic and lockdowns by governments have pushed the global economy into the sharpest downturn since the Great Depression of the 1930’s. IMF Managing Director, Kristalina Georgieva said, “never in the history of the IMF have we witnessed the world economy coming to a standstill.”

    Nonfarm payrolls in the US in March fell by 701,000, ten times more than expected. The unemployment rate rose from 3.5% to 4.4%, the highest level since August 2017. 

    The Caixin China Composite PMI rebounded to 46.7 from an all-time low of 27.5 the previous month. The gauge for the services sector rose to 43, from 26.5 in February. Both readings indicate that activity is still contracting although at a slower pace than seen in February. The People’s Bank of China will cut the Reserve Requirement Ratio for some medium- and small-sized banks by 100bps in total, releasing a total of 400 billion yuan of funding. 

    Business activity in Hong Kong worsened in March. The IHS Markit PMI improved slightly to 34.9, up from 33.1 in February, but still deep in contraction territory and the second-worst deterioration since July 1998 when the survey began. 

    On today’s Money Talk, we’re joined by Alex Wong from Ample Capital and Gavin Parry at Parry International Trading. With the view from the Mainland is Brock Silvers of Adamas Asset Management.

    06/04/2020 - 足本 Full (HKT 08:03 - 08:35)

    06/04/2020 - 8:09am Business and Market Discussion

    Alex Wong, Director of Asset Management at Ample Capital says that compared to the 2008 financial crisis, financial institutions are better equipped to deal with the economic turmoil, thanks to the higher capitalisation of banks and stricter regulatory policies.

    Gavin Parry, Managing Director at Parry International Trading warns that the credit markets are crucial in defining the course of the economic downturn and says that a financial crisis similar to that of 2008 is possible if markets were to freeze.

    06/04/2020 - 8:23am View from China

    Brock Silvers, Managing Director from Adamas Asset Management highlights that despite stabilising its economy, China will likely face decoupling as countries around the world are reconsidering their supply chain mechanisms.


    03 - 04


    Gavin Parry, (Left) Managing Director at Parry International Trading & Alex Wong, (Right) Director of Asset Management at Ample Capital


    Francis Lun, (Left) CEO of GEO Securities; Quentin Webb (Middle) Asia Markets Editor at Wall Street Journal; Toby Lawson, (Right) Head of Global Markets at Societe Generale Australia


    Kenny Wen, (Left) Wealth Management Strategist at Everbright Sun Hung Kai & Steve Wang, (Right) Senior Credit Analyst at CITIC CLSA


    John Marrett, (Left) Analyst at the Economist Intelligence Unit & Stewart Aldcroft, (Right) Chairman of CitiTrust


    Alisha Ma, (Left) Founder and Managing Director of Halcyon Counsel & Rob Chipman, (Right) CEO of Asian Tigers Group


    Brad Gibson, (Left) Co-Head of Asia Pacific Fixed Income at Alliance Bernstein & Alex Wong, (Right) Director of Asset Management at Ample Capital


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


    Enzio von Pfeil, (Left) Associate Partner and Private Wealth Adviser at St. James's Place & Peter Churchouse, (Right) Founder of Portwood Capital


     Andrew Sullivan at Pearl Bridge Partner and Stewart Aldcroft of CitiTrust


    Connie Bolland, Founder and Chief Economist at Economic Research Analysis and Tariq Dennison, Portfolio Manager at GFM Asset Management

    Business and Market Discussion / Hong Kong Budget preview

    主持人:Peter Lewis

    US and European stocks have seen a second day of heavy selling after Japan and Italy warned about the spread of the coronavirus and investor concerns intensified over the global impact of the outbreak. Federal Reserve vice-chair Richard Clarida said the central bank was monitoring the latest developments and it anticipated a noticeable impact on Chinese growth in the first quarter. But he said it’s still too soon to speculate about the impact on the global economy, or whether the epidemic will lead to a material change in the outlook. Standard Chartered downgraded its 2020 GDP forecast for Hong Kong, lowering it to negative 2.4% from negative 1.5% due to the impact of the coronavirus outbreak. Against that background, Hong Kong Financial Secretary Paul Chan will deliver his 2020/21 budget this morning under pressure from across the political spectrum to deliver a package of tax cuts, cash handouts to Hong Kong residents and relief measures for businesses. On today’s Money Talk we’re joined by Stewart Aldcroft of CitiTrust, Tariq Dennison from GFM Asset Management and RTHK’s International Economics Correspondent, Barry Wood.


    26/02/2020 - 足本 Full (HKT 08:03 - 08:35)

    26/02/2020 - 8:09am Business and Market Discussion

    Stewart Aldcroft, Chairman of CitiTrust, says that the Hong Kong government should pump more money into public services such as education and healthcare in today's budget, rather than cash handouts and costly infrastructure projects.

    Tariq Dennison, Portfolio Manager at GFM Asset Management sees rental cuts and stamp duty relief as measures the government should consider.

    26/02/2020 - 8:20am Hong Kong Budget preview

    Barry Wood, RTHK's Economics Correspondent expects US markets to be affected by the uncertainty on whether the ongoing COVID-19 coronavirus could lead to a community outbreak on American soil.

    Tag: Budget,FED,US
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