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

    The world’s first travel bubble came into operation yesterday. The long-awaited Australia-New Zealand travel bubble means visitors no longer need to quarantine on arrival and thousands of passengers waited to board flights on Monday. Qantas increased its daily flights between the two countries from one to 16 to meet demand and the airline has brought 600 people back to work.

    India's capital New Delhi has imposed a week-long lockdown starting from last night, officials said, as the city struggles to contain a huge surge in Covid-19 cases with hospitals running out of beds and oxygen supplies low. The country reported a record high of 273,810 infections on Monday, the fifth consecutive day of more than 200,000 cases.
    Stocks on Wall Street retreated from record highs led by technology and consumer-discretionary stocks. Treasuries and the US dollar weakened in tandem as investors switched their focus from strong economic growth to the worsening global coronavirus situation. The S&P 500 index was down 0.5% at 4,163, its biggest daily drop in almost four weeks.
    On today’s Money Talk, we’re joined by David Roche from Independent Strategy and Louis Kuijs at Oxford Economics. With a view from Japan is Tokyo based journalist and author, William Pesek.

    20/04/2021 - 足本 Full (HKT 08:03 - 08:35)

    20/04/2021 - 8:09am Business and Market Discussion

    David Roche, President and Global Strategist at Independent Strategy suggests that mainland China's economy is returning to normal but thinks that the trend growth rate has been permanently changed by the pandemic.

    Louis Kuijs, Head of Asia Economics at Oxford Economics thinks that the US is in a leading position in the global economic recovery and growth is ahead of predictions compared to 2 years ago due to stimulus policies.

    20/04/2021 - 8:24am View from Japan

    Tokyo-based journalist and author, William Pesek, thinks that the Tokyo summer Olympics might not go ahead as planned, as vaccination programmes have not begun yet and it would be a risk to the country to accommodate more than 80,000 foreign visitors.




    David Roche, (Top left) President and Global Strategist at Independent Strategy & Louis Kuijs, (bottom) Head of Asia Economics at Oxford Economics


    Nitin Dialdas, (Left) Chief Investment Officer at Mandarin Capital and Personal Wealth Adviser Enzio Von Pfeil (Right)


    Stewart Aldcroft (left), Chairman of CitiTrust and Peter Churchouse, (right) Founder of Portwood Capital


    Yat Siu (top left), Co-founder and non-executive Chairman of Animoca Brands, Tariq Dennison, (bottom left) Portfolio Manager at GFM Asset Management and Andrew Freris, (bottom right) CEO of Ecognosis Advisory


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

    Business and Market Discussion / Technologies in the education sector

    主持人:Peter Lewis

    China's exports rose at the fastest pace since February 2018 in November, and the country’s trade surplus widened to a record US$75.42bn. China's exports, in US Dollar terms, increased 21.2% y/y compared to a 11.4% jump the previous month.

    Financial Secretary Paul Chan yesterday rejected suggestions that the freezing of bank accounts belonging to people linked to national security cases risked undermining faith in the SAR's financial system. Yesterday police once again ordered HSBC to freeze the accounts of former lawmaker Ted Hui. A church, whose elderly and middle-aged volunteers had offered humanitarian aid to front-line protesters also claimed its account had been frozen by HSBC.

    However, Hong Kong stocks fell yesterday, led by the financial sector as investors worried about the impact of the freezing of the bank accounts on Hong Kong’s reputation as an international financial centre and the possibility of further US sanctions on Chinese companies and individuals. The Hang Seng Index dropped 1.2% to 26,506. The Hang Seng Financials Index fell 1.7%. Shares of HSBC fell 2%.

    On today’s Money Talk, we’re joined by Peter Churchouse of Portwood Capital and Alicia Garcia Herrero at Natixis. Talking about the education sector is Victor Cheng, Executive Director of Hong Kong Education City.


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

    08/12/2020 - 8:08am Business and Market Discussion

    Peter Churchouse, Founder of Portwood Capital, expects strong capital inflows into China to continue in 2021 and notes that China offers much better yields than other countries.

    Alicia Garcia Herrero, APAC Chief Economist at Natixis, says that Hong Kong isn’t doing enough to stimulate its economy and provide fiscal support compared to other regions.

    08/12/2020 - 8:24am Technologies in the education sector

    Victor Cheng, Executive Director of Hong Kong Education City, says that e-learning and artificial intelligence provide students a more personalised learning experience and Covid-19 has accelerated schools' use of technologies.

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