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 mainland China

    Global equities suffered their worst week in over a year last week as the selloff in technology stocks spilled over into other sectors. Other risk assets were also impacted including high yield bonds and cryptocurrencies. The FTSE All-World index of developed and emerging market shares fell 4.2% over the five trading days, recording its steepest weekly decline since October 2020. 

    IMF Managing Director, Kristalina Georgieva, said an increase in US rates could “throw cold water” on the global recovery and have significant implications for countries with higher levels of dollar-denominated debt. Speaking at the Davos online meeting Friday, she said it was “hugely important” that the Fed was clearly communicating its policy plans to prevent surprises. 
    China has vowed to curb the influence of its tech giants on governments and break the ties between money and power. According to a communique released following the plenary session of the Communist Party’s top anti-graft group, the government will root out corruption that has enabled disorderly growth and monopolies and dismantle internal factions and interest groups. 
    On today’s Money Talk, we’re joined by Alex Wong from Ample Capital and Sunil Kashyap at FinMet. With a view from Mainland China is Yanan Wu, Chairman at Zhen Rong Bao. 

    24/01/2022 - 足本 Full (HKT 08:03 - 08:35)

    24/01/2022 - 8:09am Business and Market Discussion

    Alex Wong, Director of Asset Management at Ample Capital explains that the prospect of rising US interest rates have caused the switch out of growth stocks and into value stocks, a trend he believes will continue.

    Sunil Kashyap, Director at FinMet thinks that tackling inflation is the priority for the US Federal Reserve.

    24/01/2022 - 8:25am View from mainland China

    Yanan Wu, Chairman of Zhen Rong Bao says that mainland China authorities are trying to rebuild confidence among consumers and to encourage economic growth.




    Alex Wong, (Left) Director of Asset Management at Ample Capital and Sunil Kashyap, (Right)Director at FinMet


    Personal Wealth Adviser Enzio Von Pfeil (Left) and Andrew Sullivan, (Right) Managing Director at Outset Global



    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)

    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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