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 Australia

    The European Central Bank has left interest rates on hold at minus 0.5% and its €1.85tn emergency bond-buying programme unchanged in its first meeting since agreeing on a new monetary policy strategy earlier this month. The ECB set a new symmetric 2% inflation target as part of its first review of its strategy since 2003. But governing council members yesterday were divided on the implementation of the strategy with some saying its commitment to tolerate a moderate and transitory overshoot of its price growth target, increased the risk of inflation surging above its target.

    Bloomberg News is reporting that the Cyberspace Administration of China is considering serious and unprecedented penalties against Didi Global after the ride-hailing giant went ahead with its IPO despite requests from the regulators for a delay. The CAC considered it a challenge to Beijing’s authority. Bloomberg is suggesting the fine could likely be bigger than the record US$2.8 billion that Alibaba paid earlier this year and other possible sanctions include suspension of certain operations, delisting or withdrawal of Didi’s US shares.
    On Wall Street, US stocks have recovered all of Monday’s steep losses, as strong earnings results outweighed fears about the spread of the Delta variant. All three major indices are now less than 1% away from record highs. Hong Kong stocks snapped a three-day losing streak which had wiped out all of the Hang Seng’s gains for the year.
    On today’s Money Talk, we’re joined by John Schofield of Tempus Investment and Patrick Bennett from CIBC World Markets. Also with us is Toby Lawson, CEO of Societe Generale India.

    23/07/2021 - 足本 Full (HKT 08:03 - 08:35)

    23/07/2021 - 8:10am Business and Market Discussion

    John Schofield, Managing Director of Tempus Investment notes that the underperformance in the Hong Kong stock market is due to the crackdown on technology companies in mainland China, and uncertainty over US-China relations.

    Patrick Bennett, Macro Strategist at CIBC World Markets notes that there are large amounts of liquidity pouring into the global markets and he thinks that interest rates will remain low for some time.

    23/07/2021 - 8:24am View from Australia

    Toby Lawson, CEO of Societe Generale India thinks it is too early to tell whether the lockdown in the 3 major states in Australia will have any negative effect on the Australian economy.




    Alex Wong, (Right) Director of Asset Management at Ample Capital and James Wong, (Left) Chief investment Officer (Overseas) at Lead Securities.

    Business and Market Discussion / View from South Korea

    主持人:Peter Lewis

    Technology shares have tumbled in Hong Kong and the US as the Bloomberg Commodity Index rose to the highest level since 2013, raising the spectre of inflation. In Hong Kong, the Hang Seng Tech Index plunged 5.5%, in the worst-sell off since mid-November. In the US, the NASDAQ Composite Index tumbled 2.5% to a 3-week low.

    Hong Kong’s Financial Secretary, Paul Chan, is expected to unveil an austerity budget tomorrow as he expresses concern over the deficit which is expected to hit a record high of HK$300 billion in the current fiscal year. The finance minister is expected to announce measures to develop a green ecosystem in Hong Kong, which he believes is key to the city’s economic recovery.
    Chinese Foreign Minister Wang Yi urged the Biden Administration to remove tariffs and sanctions and to “build up goodwill.” He said the actions of the Trump administration to suppress and contain China were the root cause of the difficulties in their bilateral relations. He added, the US should abandon the “irrational suppression” of China’s technology progress.
    On today’s Money Talk, we’re joined by Dickie Wong of Kingston Securities and Alex Frew McMillian from Dragonfly Media. With a view from South Korea is Peter Kim of KB Securities.


    23/02/2021 - 足本 Full (HKT 08:03 - 08:35)

    23/02/2021 - 8:09am Business and Market Discussion

    Dickie Wong, Head of Research at Kingston Securities, is concerned about rising inflation expectations in the markets and believes that investors are too optimistic about the economic outlook in Mainland China.

    Alex Frew McMillian, Writer at Dragonfly Media, thinks that the large amounts of technology stocks being sold is due to retail investors.

    23/02/2021 - 8:25am View from South Korea

    Peter Kim, Managing Director and Investment Strategist at KB Securities believes that central banks have a long way to go before raising interest rates due to concerns about inflation.

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