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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
    26/11/2020

    Business and Market Discussion / China equity strategy

    After a postponement of more than a month, Hong Kong’s chief executive Carrie Lam delivered her annual policy address yesterday, which lasted a record-breaking 2 and a quarter hours, setting out plans for the coming year before a Legislative Council which contained no opposition lawmakers. She pledged to double government efforts to bring the Covid-19 epidemic under control, revive the economy, and restore social order. A major theme of the address was integration with the mainland, and she launched a HK$430 million Greater Bay Area Youth Employment Scheme. She urged Hong Kong young people to look north to “broaden the scope for realizing their dreams” warning that Hong Kong may not be the best place for its youth.


    In the UK, Chancellor of the Exchequer, Rishi Sunak, warned that the "economic emergency" caused by Covid-19 has only just begun and would deal lasting damage to growth and jobs. He said the government will borrow a record £394bn (US$527bn) this year to get the country through the coronavirus crisis. The independent Office for Budget Responsibility predicted an 11.3% contraction in the UK economy, the steepest for more than 300 years.

    On Thursday’s Money Talk, we’re joined by Personal Wealth Advisor, Enzio von Pfeil and Ben Quinlan, CEO and Managing Partner at Quinlan & Associates. Also with us is Hao Hong, Head of Research and Chief Strategist at Bocom International.

    26/11/2020 - 足本 Full (HKT 08:03 - 08:35)

    26/11/2020 - 8:07am Policy address review

    Personal Wealth Advisor Enzio von Pfeil, expects Hong Kong's role in the Greater Bay Area to be that of a suburb, as Chief Executive Carrie Lam's administration doesn't have a convincing innovation plan.

    Ben Quinlan, CEO and Managing Partner at Quinlan & Associates, supports Greater Bay Area integration reforms but says that Mrs. Lam's policy address fails to address local problems.

    26/11/2020 - 8:23am China equity strategy

    Hao Hong, Head of Research and Chief Strategist at Bocom International forecasts China's fiscal spending to go up next year but warns that default fears will remain.

    重溫

    CATCHUP
    11
    2020
    香港電台第三台

    25/11/2020

    Stewart Aldcroft, (Left) Chairman of CitiTrust & Carlos Casanova, (Right) Senior Asia Economist at UBP

    24/11/2020

    Tariq Dennison, (Left) Portfolio Manager at GFM Asset Management & Nitin Dialdas, (Right) Chief Investment Officer at Mandarin Capital

    23/11/2020

    Dickie Wong, (Left) Head of Research at Kingston Securities & Alex Wong, (Right) Director of Asset Management at Ample Capital

    20/11/2020

    Rami Hayek, Senior Adviser at the Hong Kong Monetary Authority

    18/11/2020

    Patrick Bennett, (Left) Macro Strategist at CIBC World Markets & Stewart Aldcroft, (Right) Chairman of CitiTrust

    16/11/2020

    Alex Wong, (Left) Director of Asset Management at Ample Capital and Nate Taplin, (Right) Asia Editor at the Wall Street Journal's Heard on the Street

    13/11/2020

    Francis Lun, (Left) CEO of GEO Securities & Nick Marro, (Right) Lead of Global Trade at the Economist Intelligence Unit
    X

    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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