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 India

    The US economy grew at its fastest pace in 38 years in 2021. Official figures from the Commerce Department showed the economy grew by 5.7%, its best performance since 1984 and surging past economists’ forecasts of 5.5% growth. The previous year, GDP contracted by 3.4% as the global pandemic struck. Output remained robust in the final quarter of 2021, when it grew at a better than expected annual rate of 6.9%.

    Hong Kong Hong will loosen mandatory isolation for residents returning from high-risk countries from 21 days to 14 days. Carrie Lam said yesterday that the new arrangements would come into effect from February 5. However, school closures and other social distancing measures are being extended for two weeks until February 17.
    China’s state planner, the National Development and Reform Commission, yesterday announced seven key measures to deepen the integration of Shenzhen, Hong Kong and Macau into the Greater Bay Area. The announcement comes just ahead of the third anniversary of the blueprint for the Greater Bay Area on February 18. The measures include further cross-border development in sectors such as insurance, health care, tourism and aviation. Key proposals include an ‘insurance connect’ scheme, and a plan to develop several yuan-denominated data trading exchange marketplaces, to allow the trading of financial, medical and health care data across the Greater Bay Area.
    On today’s Money Talk, we’re joined by Andrew Freris from UCAP HK Asset Management and Le Xia, Asia Chief Economist at BBVA. With a view from India is Toby Lawson, CEO of Societe Generale India.

    28/01/2022 - 足本 Full (HKT 08:03 - 08:35)

    28/01/2022 - 8:08am Business and Market Discussion

    Andrew Freris, Chief Strategist at UCAP HK Asset Management suggests that the SAR government should adopt a partial re-opening of the border, for the city to maintain its economic growth.

    Le Xia, Asia Chief Economist at BBVA, thinks that the resilience of the US economy will be tested as the Fed tightens monetary policy.

    28/01/2022 - 8:23am View from India

    Toby Lawson, CEO of Societe Generale India believes the switch out of growth and into value stocks will continue for another 3 to 4 months.




    Personal Wealth Adviser Enzio Von Pfeil (Top Left), Sean Debow (Top Right) CIO and CEO of Eurizon Capital Asia, and James McCormack, Global Head of Sovereign Ratings at Fitch Ratings


    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



    Business and Market Discussion / View from India

    主持人:Peter Lewis

    Wholesale prices in the US increased at a record pace in 2021, adding further pressure to the Federal Reserve to raise interest rates. The producer price index, which tracks prices that businesses receive for their goods and services, was up 9.7% y/y in December, from a revised 9.8% jump in November, the largest such increase since the government began measuring the data in 2010. However, on a month-on-month basis, producer prices climbed 0.2% in December from the month before, the weakest month-to-month increase since November 2020.

    China Evergrande has avoided its first default on an onshore bond after investors agreed to delay early repayment of a 4.5 billion yuan (US$707 million) note. Evergrande unit Hengda Real Estate Group said in a stock exchange filing that bondholders of more than half of the principal agreed to the proposed six-month payment extension on its 6.98% January 2023 note.
    On Wall Street overnight, technology shares resumed their decline, as investors digested worse than expected inflation data. The Nasdaq Composite Index snapped a three-day winning streak, slumping 2.5% to 14,807, having been up 0.5% earlier in the day. The S&P 500 index slid 1.4% to 4,659. The Dow gave up gains of more than 200 points to close 177 points lower at 36,113. Big tech stocks led the declines with Microsoft down 4.2% and Amazon off 2.4%.
    On Friday’s Money Talk, we’re joined by Jack Siu at Credit Suisse and Nick Marro from The Economist Intelligence Unit. With a view from India is Toby Lawson of Societe Generale India.


    14/01/2022 - 足本 Full (HKT 08:03 - 08:35)

    14/01/2022 - 8:09am Business and Market Discussion

    Jack Siu, Chief Investment Officer, Greater China at Credit Suisse, predicts that mainland China will ease monetary policy sometime during the first quarter to combat slow economic growth.

    Nick Marro, Lead for Global Trade at The Economist Intelligence Unit thinks that the supply chain bottlenecks will not ease anytime soon and might bleed through 2023.

    14/01/2022 - 8:25am View from India

    Toby Lawson, CEO of Societe Generale India, reports that India's economy is stabilizing and he expects further progress in the upcoming quarters.

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