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") .
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.
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
主持人:Peter Lewis
Business leaders have welcomed interim measures suggested by incoming Chief Executive, John Lee, as part of the city’s gradual border reopening and also called for hotel quarantine requirements for travellers to be cut to three days. Mr. Lee told the South China Morning Post yesterday that he is working on a strategy to reopen the Hong Kong border with mainland China and may reduce quarantine for arrivals. In an interview with the SCMP, Mr. Lee conceded that scrapping curbs may take time to achieve but says his administration can set interim goals towards that end.
24/06/2022 - 8:08am Business and Market Discussion
Andrew Freris, CEO of Ecognosis Advisory notes that the Japanese Yen is weak because of BOJ policy which is helping Japan’s economy.
Martin Hennecke, Head of Asia Investment Advisory at St. James's Place thinks that market expectations of where US interest rates are heading, have fallen sharply this week.