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 / ESG investing criteria

    主持人:Peter Lewis

    Inflation in the US has increased to 7% for the first time since 1982, piling pressure on the Fed to raise interest rates. The Consumer Price Index increased 7% year-on-year, up from 6.8% in November. Month-on-month price gains moderated to 0.5% between November and December, down from 0.8% in the previous period. Core inflation, which strips out volatile food and energy prices, accelerated even faster, rising 5.5% from 4.9% in the previous reading. That translated to a monthly increase of 0.6%. Pandemic related supply and demand imbalances along with economic stimulus measures have put the biggest pressure on prices in nearly four decades.

    Inflationary pressures in China eased in December as growth in both consumer prices and producer prices slowed. The Consumer Price Index (CPI) rose by 1.5% from a year ago, slowing from 2.3% annualised growth in November and less than the 1.8% forecast. On a monthly basis the CPI fell by 0.3%. China’s core consumer inflation rate, excluding volatile food and energy prices, rose by 1.2% y/y in December. China’s Producer Price Index (PPI) rose by 10.3% in December, down from a rise of 12.9% in November and missing economists’ forecasts of 11.1%, as falling commodity prices helped to ease supply chain pressures.
    Hong Kong shares rose to a six-week high following a healthy performance on Wall Street the previous day. The Hang Seng Index surged, 663 points, or 2.8%, to 24,402. The Hang Seng Tech Index soared 5%, the biggest advance in three months. The city’s technology gauge has rebounded 10.8% since hitting an all-time low last Wednesday and is now at its highest level since December 16, as bargain hunters stepped in.
    On today’s Money Talk, we’re joined by Personal Wealth Adviser Enzio Von Pfeil and Louisa Fok from Bank of Singapore. Speaking about ESG investing criteria is David Friedland, Regional Head and Managing Director of Interactive Brokers Asia Pacific.


    13/01/2022 - 足本 Full (HKT 08:03 - 08:35)

    13/01/2022 - 8:08am Business and Market Discussion

    Personal Wealth Adviser Enzio Von Pfeil thinks that the US Federal Reserve's plan to increase interest rates to curb inflation will not work as two-thirds is “cost push” inflation caused by supply side disruptions.

    Louisa Fok, China Equity Strategist at Bank of Singapore thinks that Hong Kong technology stocks are moving into a different phase of 'common prosperity', with the details and implementation methods yet to be announced.

    13/01/2022 - 8:22am ESG investing criteria

    David Friedland, Regional Head and Managing Director of Interactive Brokers Asia Pacific reports that ESG markets are worth US$715bn and are continuing to grow as demand for a variety of ESG stocks increases.

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