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

    A Covid-19 outbreak is spreading in eastern China. The mainland’s National Health Commission China reported Monday 380 new Covid-19 cases for July 3, following 385 the previous day. 287 cases were reported in Anhui province, where two counties are in lockdown and mass testing is taking place. There were also 56 cases from neighbouring Jiangsu province, which is the second biggest contributor to China’s economic output and a crucial global manufacturing hub for the solar sector. 

    India’s trade gap also hit a record high in June because of the rising cost of imports. The deficit rose to US$25.6 billion in June, from US$24.3 billion in May, preliminary data released by the Commerce Ministry showed Monday. Imports jumped 51% in June from a year ago, while exports rose 16.8%. India imports about 85% of its annual oil requirements.
    Financial regulators in Hong Kong and on the mainland jointly announced on Monday that they are working to develop a new mutual market access programme that would enable offshore investors to execute interest rate derivatives transactions with onshore investors in the mainland. In a joint statement, the regulators said the programme, Swap Connect, would be an effective way for offshore investors to manage interest rate risks arising from investments in the mainland bond market. 
    ETF Connect launched Monday providing Hong Kong investors with access to 83 China-based ETFs with a value of around 600 billion yuan (US$90bn). It also gives onshore traders access to four Hong Kong-based ETFs, including the Tracker Fund. 
    On today’s Money Talk, we’re joined by Kenny Wen from KGI Asia and William Ma from GROW Investment Group. With a view from Japan is Nick Smith at CLSA. 

    05/07/2022 - 足本 Full (HKT 08:03 - 08:35)

    05/07/2022 - 8:08am Business and Market Discussion

    Kenny Wen, Head of Investment Strategy, KGI Asia notes that Hong Kong stocks are outperforming US markets and he is optimistic that will continue in H2 of 2022.

    William Ma, Chief Investment Officer, GROW Investment Group reports that demand for housing from private developers in China is weak and companies need more liquidity to stay afloat.

    05/07/2022 - 8:24am View from Japan

    Nick Smith, Japan Strategist at CLSA says that Japan's economy is going through a policy muddle, as officials are trying to cool off inflation by offering subsidies but at the same time the BOJ is printing more yen to increase inflation.


    06 - 07

    Business and Market Discussion / Asian frontier markets

    主持人:Peter Lewis

    China’s National Health Commission reported 159 new coronavirus cases in its latest update on Monday, including 99 locally transmitted cases, 23 of which were found in Tianjin. Authorities in Tianjin have ordered citywide Covid testing and residents have also been asked not to leave the city unless necessary. In the central city of Xi’an, which has been under lockdown since December 22, a crisis has developed after some residents in the city of 13 million were left without access to medical resources and food.

    The president of Sri Lanka has asked China to restructure its debt repayments as part of efforts to help the South Asian country navigate a worsening financial crisis. Gotabaya Rajapaksa made the request during a meeting with Chinese foreign minister Wang Yi on Sunday. In the last decade China has lent Sri Lanka over US$5bn for projects including roads, an airport and ports. But critics say the money was used for unnecessary schemes with low returns. Sri Lanka has been experiencing a severe debt and foreign exchange crisis, which has been made worse by the loss of tourist income during the pandemic.
    The Federal Reserve will be in focus this week, following a sharp jump in US bond yields last week. On Tuesday, Federal Reserve Chairman Jerome Powell is set to testify Tuesday at his nomination hearing before a Senate panel. On Thursday, Fed Governor Lael Brainard’s nomination to the post of vice chair will be considered by the Senate. In addition, the US Bureau of Labor Statistics will release crucial consumer price inflation data on Wednesday and the producer price index on Thursday.
    On today’s Money Talk, we’re joined by Patrick Bennett at CIBC World Markets and Carlos Casanova from UBP. Discussing Asia’s Frontier markets is Ruchir Desai of Asia Frontier Capital.


    11/01/2022 - 足本 Full (HKT 08:03 - 08:35)

    11/01/2022 - 8:07am Business and Market Discussion

    Patrick Bennett, Macro Strategist at CIBC World Markets predicts that equities will hold up well despite the sharp rise in bond yields.

    Carlos Casanova, Senior Asia Economist at UBP forecasts that the mainland China economy may face slower activity due to the recent increase in covid-19 cases and predicts a drop in GDP to 4% this year.

    11/01/2022 - 8:23am Asian Frontier Markets

    Ruchir Desai, Fund Manager at Asia Frontier Capital believes that Asian frontier markets will be able to overcome rising interest rates and continue their strong performance this year.

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