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

    Some China Evergrande bondholders are reporting they have not received payments at the end of a 30-day grace period, which expired on Monday. The embattled property developer had US$82.5m in coupons due on Monday. A default would be first by Evergrande on public dollar notes.

    The US trade deficit has narrowed to the lowest level in six months as exports jumped. The trade deficit in goods and services narrowed to US$67.1bn in October from a record US$81.4bn the previous month. The drop is the largest one-month contraction in more than 13 years.
    Shares around the world have risen after China said it would take measures to boost its economy and also following signs that the Omicron variant may not be as serious as first feared. The FTSE All World share index surged 2.1%, its best day since November 2020. US stocks led the rally. The S&P 500 index closed 2.1% higher at 4,687, leaving it just 1% below the all-time high it hit last month just before the Omicron variant struck.
    On today’s Money Talk we’re joined by Brad Gibson from Alliance Bernstein, Nitin Dialdas at Mandarin Capital and RTHK’s International Economics Correspondent, Barry Wood.

    08/12/2021 - 足本 Full (HKT 08:03 - 08:35)

    08/12/2021 - 8:09am Business and Market Discussion

    Brad Gibson, Co-head of Asia Pacific Fixed Income at Alliance Bernstein notes that emerging markets are reacting strongly to mainland China's slow growth, and thinks that authorities have not yet made sustainable plans to lead the country to economic recovery.

    Nitin Dialdas, Chief Investment Officer at Mandarin Capital says that mainland China officials don’t want to pump 'country money' into its property sector, despite several Chinese property developers defaulting on their debt.

    RTHK’s International Economics Correspondent, Barry Wood reports that the US Federal Reserve's top priority now is to combat inflation


    11 - 12


    Brad Gibson, (L) Co-head of Asia Pacific Fixed Income at Alliance Bernstein and Nitin Dialdas, (R) Chief Investment Officer at Mandarin Capital


    Louis Kuijs, (L) Head of Asia Economics at Oxford Economics and Alex Wong, (Right), Director of Asset Management at Ample Capital


    John Schofield, (L) Managing Director at Tempus Investment and Jack Siu, Chief Investment Officer for Greater China at Credit Suisse


    Personal Wealth Adviser Enzio Von Pfeil (L) and Sunil Kayshap, (R) Director at FinMet


    Will Denyer, (L) US Economist at Gavekal and Samuel Faveur, (R) Chief Executive Officer at Mandarin Capital


    Le Xia, (Left) Asia Chief Economist at BBVA and Alex Wong, (Right) Director of Asset Management at Ample Capital


    Nate Taplin, (L) Asia Editor, at the Wall Street Journal’s Heard on the Street and Carlos Casanova, (R) Senior Asia Economist at UBP

    Business and Market Discussion / View from Japan

    主持人:Peter Lewis

    There has been a resurgence of Covid-19 cases in mainland China which health authorities expect to worsen in the coming days.China reported 38 Covid infections on Monday, half of which were found in Inner Mongolia. In Beijing, the epidemic has expanded to three districts and the city has banned entry to people arriving from anywhere in the country that’s reported locally transmitted Covid cases and will cancel next Sunday’s marathon.

    On Wall Street, US stocks have hit a record high once again, ahead of earnings reports from the major tech companies this week. The S&P 500 index rose 0.5% to 4,566, closing at a record high for the second time in the past five sessions.
    It was a historic day for electric automaker Tesla. Shares of Tesla rose 12.7% to a new all-time high after it reached a deal to sell 100,000 vehicles to the car rental firm Hertz. The move took its market cap to over US$1 trillion. It’s the first car company in the world to reach a market cap of 1 trillion and only the seventh company overall after Apple, Microsoft, Amazon, Alphabet, Facebook and Saudi Aramco.
    On today’s Money Talk, we’re joined by Quentin Webb from The Wall Street Journal and Andrew Sullivan Making Market Sense. With a view from Japan is Nick Smith at CLSA in Tokyo.


    26/10/2021 - 足本 Full (HKT 08:03 - 08:35)

    26/10/2021 - 8:09am Business and Market Discussion

    Quentin Webb, Asia Market Editor at The Wall Street Journal suggests that the SAR's zero-covid policy is diminishing the city's attractiveness as an international financial hub, as foreign investors and executives are unable to fly in or out for business exchanges.

    Andrew Sullivan, Founder of Making Market Sense notes that Tesla has revolutionised the production of electrical vehicles more than its competitors, which contributes to the company's trillion dollar market value.

    26/10/2021 - 8:24am View from Japan

    Nick Smith, Japan Strategist at CLSA reports that the Liberal Democratic party did not elect PM Kishida as their leader to reform Japan's economy, but rather as someone who might have similar goals to 'Abenomics'.

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