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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") .

    最新

    LATEST
    20/09/2021

    Business and Market Discussion / View from mainland China

    The moment of truth for troubled property developer China Evergrande has arrived, after Chinese authorities told major lenders not to expect interest payments from the firm this week. On September 23, Evergrande is due to pay US$83.5 million in interest for a dollar-denominated note, in addition to 232 million yuan (US$36 million) for a renminbi note.

    Signs of contagion are already visible in the financial markets. The seven-day repo rate, an indicator for interbank borrowing costs, jumped 14bps Friday to 2.4%, the highest since June 30. Some banks in China appear to be hoarding yuan at the highest cost in almost four years, as they prepare for a liquidity squeeze. Chinese junk bond yields hit an 11-year high Friday, printing 14.34%, the highest level since 2011.
    Hang Seng futures are pointing to losses of about 0.5% for Hong Kong stocks at the open, after they snapped a four-day losing streak Friday, with the Hang Seng rebounding from a 10-month low and tech firms clawing back some of the week's steep losses. The Hang Seng Index rose 1% Friday, or 252 points, to 24,920. Still, the index lost 4.9% for the week, the biggest pullback in a month. The Hang Seng Tech Index climbed 3.5% Friday but was down 4.4% over the week.
    On Monday’s Money Talk, we’re joined by Alex Wong of Ample Capital and John Schofield, Managing Director at Tempus Investment. With a view from Mainland China is Independent Economist, Andy Xie.

    20/09/2021 - 足本 Full (HKT 08:03 - 08:35)

    20/09/2021 - 8:09am Business and Market Discussion

    Alex Wong, Director of Asset Management at Ample Capital thinks that the potential Evergrande default is causing widespread concern among other property developers and there could be a domino effect.

    John Schofield, Managing Director at Tempus Investment thinks that the Macau government wants the SAR to divert away from its gaming sector.

    20/09/2021 - 8:24am View from mainland China

    Andy Xie, Shanghai-based Independent Economist, predicts that the mainland China authorities will not bail out Evergrande’s bondholders or retail investors who have bought its wealth management products.

    重溫

    CATCHUP
    09
    2021
    香港電台第三台

    17/09/2021

    Nate Taplin, (Left in photo) Asia Editor of the Wall Street Journal’s Heard on the Street and Kenny Wen, (Right in photo) Wealth Management Strategist at Everbright Sun Hung Kai

    10/09/2021

    Andrew Freris, CEO of Ecognosis Advisory and Nick Marro, Lead for Global Trade of the Economist Intelligence Unit
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    Business and Market Discussion / Frontier markets / Wellness hospitality assets

    主持人:Peter Lewis

    China has released draft antitrust guidelines which will constrain some of the mainland’s biggest internet giants. The latest set of proposals could transform sectors such as e-commerce, ride hailing and online food delivery platforms.

    In Hong Kong, Alibaba, Tencent and Meituan lost over US$100 billion of market value yesterday after the guidelines were released. The Hang Seng Tech Index plunged 6.2%, taking its losses to more than 11% in two days. Shares of Alibaba tumbled 10%. Tencent dropped over 7%. Online food delivery giant Meituan declined almost 10%.
    The travel bubble between Hong Kong and Singapore will begin on November 22, as the two cities move to re-establish overseas travel links. Travellers won't need to undergo quarantine on arrival in either destination.

    On today’s Money Talk, we’re joined by Kenny Wen from Everbright Sun Hung Kai. Talking about frontier markets is Ruchir Desai of Asia Frontier Capital. Rakesh Patel at Alta Capital will discuss investing in undervalued sustainable and wellness hospitality assets.

    香港電台第三台

    12/11/2020 - 足本 Full (HKT 08:03 - 08:35)

    12/11/2020 - 8:07am Business and Market Discussion

    Kenny Wen, Wealth Management Strategist at Everbright Sun Hung Kai, says that China's proposed antitrust measures will help small-cap stocks to the detriment of larger ones.

    12/11/2020 - 8:16am Frontier markets

    Ruchir Desai, Fund Manager at Asia Frontier Capital, observes that frontier markets overall have recovered well as their young population has diminished the impact of Covid-19.

    12/11/2020 - 8:23am Wellness hospitality assets

    Rakesh Patel, CEO & Founder of Alta Capital Real Estate, expects a quick rebound for the wellness travel sector as opposed to mass market travel, which struggles to boost profitability while maintaining physical distancing.

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