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 State Council has announced 33 new measures to try and boost economic growth and support businesses in the face of coronavirus lockdowns across the country. The plan includes value-added tax rebates for more industries, aid to companies that have seen business and orders collapse under the weight of the anti-Covid curbs, along with tools to boost infrastructure investment and improve supply chain disruptions. In total, the new measures amount to 140 billion yuan (US$21 bn) in additional tax rebates.

    Yesterday, UBS and JPMorgan Chase became the latest investment banks to downgrade their forecasts for China’s economic growth this year. UBS cut its year-on-year GDP growth forecast to 3% from 4.2%, citing the impact of China’s Zero-Covid policy. Meanwhile, JPMorgan downgraded its full-year China growth forecast to 3.7% from 4.3% and forecast a deep economic contraction in the second quarter because of the Covid restrictions. 
    Hong Kong reported 216 coronavirus cases on Tuesday, up from 190 the previous day, but still down from the 250 to 350 infections confirmed daily over the past one to two weeks. Chief Executive, Carrie Lam, said there is unlikely to be any relaxation to Hong Kong's pandemic border control measures before she completes her term at the end of June. She also said the vaccine pass will stay for the time being. 
    India announced Tuesday that it will restrict sugar exports in another blow to combatting surging global food prices. The government will cap sugar exports at 10 million tons for the marketing year that runs through September, as a precautionary measure to safeguard its own food supplies. India is the world’s second biggest sugar exporter after Brazil. Yesterday, President Joe Biden and Indian Prime Minister Narendra Modi discussed efforts to combat the rise in energy and food prices caused by Russia’s invasion of Ukraine, in a bilateral meeting in Tokyo.
    On today’s Money Talk we’re joined by Patrick Bennett from CIBC World Markets, Jack Siu at Credit Suisse and RTHK’s International Economics Correspondent, Barry Wood.

    25/05/2022 - 足本 Full (HKT 08:03 - 08:35)

    25/05/2022 - 8:09am Business and Market Discussion

    Patrick Bennett, Macro Strategist, CIBC World Markets worries that the establishment of the Indo-Pacific Economic Forum might put an end to globalisation and begin an era of regionalization.

    Jack Siu, Chief Investment Officer Greater China at Credit Suisse expects there to be further downgrades for China's economy in Q2, despite the gradual easing of lockdown restrictions in some cities.

    RTHK’s International Economics Correspondent, Barry Wood notes the first slowdown in US earnings since the global financial crisis.



    Business and Market Discussion / View From India

    主持人:Peter Lewis

    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.

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