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 Japan

    China’s economy grew at a faster pace at the end of last year than before the Covid-19 pandemic, driven by strong growth in manufacturing. The mainland's National Bureau of Statistics said the country’s GDP grew 2.3% in 2020 to jump above 100 trillion yuan for the first time ever.

    However, retail sales on the mainland disappointed, growing 4.6% in December compared to 5.0% in November and missing forecasts of 5.5% growth. Retail sales contracted by 3.9% overall last year, down from 8.0% growth in 2019.

    Hong Kong Chief Executive Carrie Lam, speaking at the Asian Financial Forum yesterday, said Hong Kong can expect an economic recovery in the second half of 2021. She said the territory’s GDP was expected to show a 6.1% decline for 2020 but “if the vaccines are as successful as we expect, there will be real momentum for recovery in the second half of this year.”

    On today’s Money Talk, we’re joined by Peter Churchouse of Portwood Capital and William Ma from Noah Holdings. With a view from Japan is Tokyo-based journalist and author, William Pesek.

    19/01/2021 - 足本 Full (HKT 08:03 - 08:35)

    19/01/2021 - 8:08am Business and Market Discussion

    Peter Churchouse, Founder of Portwood Capital, highlights that emerging markets have shown more resilience than developing economies and have attracted capital inflows.

    William Ma, Chief Investment Officer at Noah Holdings, expects China's domestic consumption to grow in 2021 with a middle class consumption upgrade.

    19/01/2021 - 8:25am View from Japan

    William Pesek, Tokyo-based journalist and author, says that Japanese Prime Minister's Yoshihide Suga's laid-back response to containing the pandemic has affected business confidence and a likely cancellation of the Tokyo Olympics could lead to his resignation.



    Business and Market Discussion / US economy

    主持人:Peter Lewis

    US Federal Reserve Chairman Jerome Powell has made a plea for more fiscal stimulus from Congress saying providing too little support for the American economy would be far more dangerous than offering excessive help. He said, “the recovery will be stronger and move faster if monetary policy and fiscal policy continue to work side by side to provide support to the economy until it is clearly out of the woods.”

    However, shortly afterwards President Trump said he’s ending negotiations with Democrats over a Covid-19 relief bill and will only resume talks after the election. He tweeted, “Nancy Pelosi is asking for $2.4 trillion to bailout poorly run, high crime, democrat states, money that is in no way related to COVID-19. We made a very generous offer of $1.6 trillion and, as usual, she is not negotiating in good faith.”
    Immediately after the announcement US stocks shed their gains and turned sharply lower. The S&P 500 index erased a gain of 0.7% to close down 1.4%. US stocks fell further in after-hours trading after a Democratic panel of House representatives proposed a series of far-reaching antitrust reforms to curb the power of technology giants Facebook, Amazon, Apple and Alphabet, which they say enjoy monopoly power. This could include separating parts of their businesses and banning them from buying smaller companies.
    The US trade deficit has risen to its widest level in 14 years. Imports rose 3.2% in August, outstripping a 2.2% increase in exports and the trade deficit rose to US$67bn.
    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 in Washington, D.C.


    07/10/2020 - 足本 Full (HKT 08:03 - 08:35)

    07/10/2020 - 8:09am Business and Market Discussion / US economy

    Stewart Aldcroft, Chairman of CitiTrust warns that the worst for the global economy is yet to come, as many countries around the world are still assessing the economic impact of Covid-19.

    Tariq Dennison, Portfolio Manager at GFM Asset Management supports further stimulus to boost the US economy and hopes that future relief packages will be targeted at the most stricken sectors.

    RTHK's International Economics Correspondent Barry Wood says that US President Donald Trump's decision to abruptly end stimulus relief talks with Democrats comes as a surprise to both sides of the political divide.

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