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’s property sector shrank at a faster pace in the final three months of last year. The National Bureau of Statistics released a supplement report on China’s GDP on Tuesday which showed output in the real-estate sector shrank by an annualised 2.9% in the fourth quarter, to 1.97 trillion yuan, after a 1.6% contraction in the previous three months. That was the first consecutive quarterly decline since 2008.

    A selloff in US Treasury bonds as investors priced in four Fed rate hikes this year, dragged down stocks on Wall Street overnight. Both bonds and US stocks were sold down, creating the biggest daily aggregate loss in 10-year Treasury bonds and the S&P 500 since March 2021. The S&P 500 index tumbled 1.8% to 4,577. The Nasdaq Composite Index fared even worse plummeting 2.6% to 14,507, hitting its lowest level in three months. The Dow slumped 543 points, or 1.5%, to 35,368.
    The US Ten Year Treasury Bond yield jumped 7bps to a two-year high of 1.86%. The 10-year yield started 2022 around 1.5%, with 10-year Treasuries having their worst start to a year in at least 30 years. Meanwhile, the yield on the two-year Treasury note, which closely tracks interest rate expectations, rose 7bps to 1.03%, the highest level since February 2020, when the pandemic first began.
    On today’s Money Talk we’re joined by Mark Michelson at IMA Asia, Dickie Wong from Kingston Securities and RTHK’s International Economics Correspondent, Barry Wood.

    19/01/2022 - 足本 Full (HKT 08:03 - 08:35)

    19/01/2022 - 8:09am Business and Market Discussion

    Mark Michelson, Chairman of the Asia CEO Forum at IMA Asia said his members are concerned about President Xi's 'common prosperity' plan, and how the new regulations may affect business operations.

    Dickie Wong, Head of Research at Kingston Securities reports that although Macau's gaming stocks have rebounded significantly, sentiment will still remain rather negative as growth momentum has slowed down.

    RTHK’s International Economics Correspondent, Barry Wood sees that Sino-US tensions are still high because of supply chain bottlenecks.





    Personal Wealth Adviser Enzio Von Pfeil (Top left) and Louisa Fok, (Top right) China Equity Strategist at Bank of Singapore, David Friedland, (Bottom) Regional Head and Managing Director of Interactive Brokers Asia Pacific.


    Patrick Bennett, Macro Strategist at CIBC World Markets (Top Left),  Carlos Casanova, Senior Asia Economist at UBP (Top right) and Ruchir Desai, Fund Manager at Asia Frontier Capital (Bottom)


    Brad Gibson, (L) Co-head of Asia Pacific Fixed Income at Alliance Bernstein & Sunil Kayshap, (R) Director of FinMet

    Business and Market Discussion / View from India

    主持人:Peter Lewis

    The US economy contracted 3.5% last year, better than economists had forecast, but still the steepest decline since 1946. In the final quarter of 2020, output increased at an annual rate of 4%, down sharply from the rebound seen in the prior quarter because of a resurgence in coronavirus cases.

    US shares staged a strong comeback from the biggest selloff in three months. The S&P 500 rose 1% with all 11 sectors closing in positive territory. The Nasdaq climbed 0.5%.

    Shares of video retailer GameStop, a recent favourite of day traders on Reddit bulletin board WallStreetBets plunged 44%. Another stock popular with retail investors, cinema operator AMC Entertainment, tumbled 56% following a 300% rise on Wednesday. The falls came after trading platforms such as Robinhood restricted trading in the shares following several days of frenzied buying that drove GameStop up 700% in a week. Retail investors reacted with fury on bulletin boards. One day trader said the market is rigged "when ordinary people try to make money in a system where only rich traders can make money. What we saw today was not a free market.”

    On today’s Money Talk, we’re joined by Francis Lun, CEO of GEO Securities and Ben Quinlan, CEO at Quinlan & Associates. With a view from India is Toby Lawson from Societe Generale.


    29/01/2021 - 足本 Full (HKT 08:03 - 08:35)

    29/01/2021 - 8:08am Business and Market Discussion

    Francis Lun, CEO of GEO Securities, observes a rise in exported goods prices as a result of the 14-day quarantine requirements on airline crews and he warns that this could impact Hong Kong's aviation hub status.

    Ben Quinlan, CEO and Managing Partner at Quinlan & Associates, doesn't see Hong Kong government authorities' questioning of financial executives on the reasons behind their departure from the SAR as abnormal, since this could be part of a survey on Hong Kong's attractiveness.

    29/01/2021 - 8:23am View from India

    Toby Lawson, India CEO at Societe Generale, highlights that the definition of market manipulation might have to be redefined as zero commission share trading through online trading platforms means that more inexperienced individuals are taking part in the process.

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