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 / 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.




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


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


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


    Rami Hayek, Senior Adviser at the Hong Kong Monetary Authority


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


    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


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

    Business and Market Discussion / Green finance / View from India

    主持人:Peter Lewis

    President Xi Jinping addressing the APEC conference said that China must rely on a growth model driven by innovation while continuing to deepen so-called supply-side reforms. He also called for stronger policy coordination among international communities, saying globalisation is "irreversible" and that China will not engage in "de-coupling". He said China remained open to more global business and integration by cutting tariffs and signing more free trade agreements.

    China’s Fujian Fusheng Group, a mid-sized property developer, has become the latest Chinese company to default on its debt. It failed to repay investors on 631 million yuan (US$96 million) of its domestic bonds. The company said it’s actively seeking capital to meet the bond repayment needs.
    China has taken advantage of low interest rates around the world by selling the country’s first negative yielding sovereign bond since it returned to the international debt markets in 2017. The Ministry of Finance sold about €750 million worth of a five-year note bearing an interest rate of -0.15%. The bond was part of a larger sale of €4 billion (US$4.74 billion) of euro-denominated debt. Despite the negative interest rate, the issue was 4.5 times oversubscribed.

    On today’s Money Talk, we’re joined by Francis Lun of GEO Securities. Discussing the HKMA’s new green financing initiative is Rami Hayek from the Hong Kong Monetary Authority. With a view from India is Toby Lawson at Societe Generale India.


    20/11/2020 - 足本 Full (HKT 08:03 - 08:35)

    20/11/2020 - 8:06am Business and Market Discussion

    Francis Lun, CEO of GEO Securities, holds the view that the strength of the economic recovery in China will attract more foreign investment into its markets.

    20/11/2020 - 8:14am Green financing

    Rami Hayek, Senior Adviser at the Hong Kong Monetary Authority, says that Hong Kong is on track to become an international green financing hub and the HKMA will have a pivotal role in promoting green financing issues.

    20/11/2020 - 8:24am View from India

    Toby Lawson, CEO of Societe Generale India, doesn’t expect India to join any of the regional trade agreements in the near future.

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