PODCAST · business
Money Talk
by RTHK.HK
A fast moving and topical business and finance show bringing you breaking business and economic news and financial market updates. Join our team and their expert guests for analysis and discussion on the day's top business stories live every weekday morning 8.05am to 9am (HKT) on RTHK Radio 3. Listen live here https://www.rthk.hk/radio/radio3Find us on Facebook, on Twitter @MoneyTalkRadio3, or email us at [email protected]
Episodes
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View from Japan
Tokyo-based author and journalist William Pesek joins in to preview the leadership race within the ruling Liberal Democratic Party poised to take place later this week, as the government continues to deal with challenges presented by US trade policies,...
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Your Money
Brian Norman, CFO at Auros, explains everything you need to know about the differences between stablecoins, central bank digital currencies and fiat cash in the final of a two part discussion.
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Business and Market Discussion
Enrique Diaz-Alvarez, Chief Economist at Ebury and Ed Gomes, Chief Investment Officer at SGMC Capital, join Steven Filby to break down how the AI sector could fare moving forward amid expectations that the Fed will keep cutting interest rates, while so...
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View on the Belt and Road Summit
Nicholas Ho, Commissioner for Belt and Road tells us some of the takeaways of the Bell and Road Summit this year.
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Your Money
In Your Money, Brian Norman, CFO at Auros, explains everything you need to know about the differences between stablecoins, central bank digital currencies and fiat cash.
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Business and Market Discussion
Andrew Sullivan, Founder of Asian Market Sense and Shuyan Feng, a portfolio manager with over 15 years experience talk about the latest economic data coming out from the US, and as well as the new tariffs imposed by US President Donald Trump on drugs, ...
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View from Australia
Harry Murphy Cruise, Head of Economic Research and Global Trade at Oxford Economics talks about Australia’s recent inflation figures, as well as the country’s overall economic outlook.
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Your Money
In Your Money, we discuss the latest Dow Jones SPIVA scorecard for the US, which looks at active managed funds performance versus indices. That’s with Anu Ganti, S&P Dow Jones’s Head of US Index Investment Strategy.
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Business and Market Discussion
Andrew Freris, CEO of Ecognosis Advisory, and Hao Zhou, Chief Economist at GTJAI talk about market sentiments over the Fed’s next moves.
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View from the US
John Terrett, our New York correspondent talks about US President Donald Trump’s attack on Tylenol, who says taking Tylenol in pregnancy might be associated with a risk of autism.
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Business and Market Discussion
Ben Emons, Chief Investment Officer and Founder at Fed Watch Advisors, and Chief Market Strategist at Strategic Fortune Wealth - as well as John Schofield, Managing Director at Tempus Investment talk about Fed Chairman Jerome Powell’s comments that sig...
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Your Money
In Your Money, we discuss empowering yourself financially by getting advice from a sensible source, with Eleanor Coleman, Principal Partner and Founder of The Financial Empowerment Group at St James Place.
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View from China
Dan Wang, China Director at Eurasia Group, says a deal on TikTok will help progress on US-China trade relations, but fentanyl talk has stalled, and the best case scenario is another extension to the truce to last into next year followed by more talks.
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Your Money - Understanding Stablecoins (part two of two)
Navin Gupta, CEO, Crystal Intelligence, explains what investors need to understand about stablecoins in part two of a two part conversation.
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Business and Market Discussion
Mark Michelson, Chairman, Asia CEO Forum, IMA Asia and Adrian Zuercher, Co-Head Global Asset Allocation and Co-Head Global Investment Management APAC, UBS Global Wealth Management Chief Investment Office analyse US Fed Chair Jerome Powell’s comments on...
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View from China’s Consumer sector
Benjamin Cavender, Managing Director, China Market Research Group talks about consumer sentiment in China.
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Your Money
Navin Gupta, CEO, Crystal Intelligence, explains what investors need to understand about stablecoins.
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Business and Market Discussion
Nicole Wong, Portfolio Manager, Multi-Asset Team, Manulife Investment Management and James Wong, CEO, Almagest Asset Management discuss market reaction following US Treasury Secretary Scott Bessent pledge to support and keep Argentina from falling back...
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Business and Market Discussion
Andrew Sullivan, Founder, Asian Market Sense and Steve Brice, Global Chief Investment Officer at Standard Chartered Bank talk about the recent Fed rate cut decision and how markets reacted to it.
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View from Japan
John Beirne, Principal Economist, Asian Development Bank talks about the BOJ signalling its intention to unwind its holdings of exchange-traded funds.
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Your Money
Edmond Lai, Chief Digital Officer, Hong Kong Productivity Council looks ahead to their Cyber Security Summit for 2025 and what businesses can learn from it.
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Business and Market Discussion
Ben Emons, Chief Investment Officer/Founder at Fed Watch Advisors, as well as Chief Market Strategist at Strategic Fortune Wealth and Ken Wong, Asia Equity Portfolio Specialist at Eastspring Investment weigh in on the Fed’s decision to make a quarter p...
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View from the US
John Terrett, our US markets correspondent talks about Ben & Jerry’s co-founder Jerry Greenfield, who has stepped down from the ice cream company after almost 50 years, following a row with parent company Unilever.
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Your Money
Carolyn Wright is joined by Sanjeev Rana, Head of Korea Research at CLSA, who explains what investors need to know about South Korea’s chip sector and the recent revocation of waivers for Samsung and SK Hynix for production.
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View from the Semiconductor Sector
Ross Feingold, Director of Research, Caerus Consulting, says there are very few details available so far on China’s anti-dumping and anti-discrimination probes into the US semiconductor sector, and goes onto how competitive the sector is in the country...
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Your Money - AI and Drug Discovery
Serena Yang, Founder and CEO at the AI and Life Sciences Institute, joins Carolyn Wright to explain how AI is helping change the world of drug discovery and pharmaceutical R&D.
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Business and Market Discussion
Andrew Freris, CEO of Ecognosis Advisory, tells Steven Filby inflation is by no means slowing in the US and that is one reason why investors should stay clear of US equities. George Schultze, Founder and Managing Member at Schultze Asset Management say...
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View on Frontier Markets
Ruchir Desai, Fund Manager, Asia Frontier Capital says 2025 is the third year of strong performance in Asian frontier markets, taking a deep dive into what’s happening in Pakistan, saying greater stability alongside inflation and interest rates coming ...
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Your Money - CITIC CLSA Investors' Forum
Carolyn Wright is joined by Nikhil Gupta, India Economist, CLSA, who talks on what investors need to know about economic issues in India from the sidelines of the recent CITIC CLSA Investors' Forum.
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Business and Market Discussion
Ryan Roberts, Senior Investment Analyst, The Cross Harbour Holdings tells Steven Filby there was a lot of pick up in production early in the year as Chinese companies got ahead of US tariffs and that the economy is now adjusting to a new normal. Max Bo...
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View from Japan
Stefan Angrick, Head of Japan and Frontier markets Economics, at Moody’s Analytics gives his views on the recent resignation of the Japanese PM Shigeru Ishiba.
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Your Money
Tony Zhang, Head of China Technology Research, CLSA, explains what investors need to know about China’s AI sector.
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Business and Market Discussion
Andrew Sullivan, Founder, Asian Market Sense and Tim Waterer, Chief Market Analyst, KCM Trade talk about progress in the Sino-US trade talks in Spain amid Beijing’s probes on the US semiconductor industry.
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View from the CITIC CLSA Investment Summit
Horace Tse, who is Head of Energy Transition & Sustainability Research at CLSA gives an outlook for growth in the electric battery sector.
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Your Money
Carolyn Wright talks to Weihan Sun, Principal of Research and Consulting for Asia Pacific at TransUnion, about sentiment over potential for earnings growth here.
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Business and Market Discussion
Andrew Freris, CEO at Ecognosis Advisory and Samuel Faveur, CEO of Mandarin Capital talk about the Fed and US inflation and whether they are pricing in for a 25 or 50 basis point rate cut.
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Business and Market Discussion
Ben Emons, Chief Investment Officer/Founder, Fed Watch Advisors as well as Chief Market Strategist at Strategic Fortune Wealth and Vishnu Varathan, Head of Macro Asia-ex-Japan, Fixed Income, Mizuho Securities talk about a possible rate cut of 50 basis ...
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View from the US
John Terrett, our US markets correspondent talks about the market reaction to Apple’s latest announcement of its new series of products.
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Your Money
Carolyn Wright is joined by Stephanie Leung, CIO of Stashaway, who explains what you need to know about the bond market and yield hunting.
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View from India
Radhika Rao, Senior Economist and Executive Director at DBS Bank Singapore, says it’s important to remember not all of India’s exports to the US will be hit by 50% tariffs when looking at the potential economic impact. She goes onto concerns around the...
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Your Money - Cyber Incident Legal Issues
Carolyn Wright is joined by Jonathan Crompton, Partner at RPC Legal, to take a look at what businesses need to know about the legal implications of a cyber incident.
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Business and Market Discussion
Kyle Rodda, Senior Market Analyst at Capital.com, tells Steven Filby that if we see a higher than expected inflation print this week it will be very hard to see a bumper rate cut from the US Federal Reserve next week, but the vote split could be very i...
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View from Japan
Martin Schulz, Chief Economist, Fujitsu, talks on the LDP’s schedule for finding a replacement for Japan’s Prime Minister Shigeru Ishiba, saying there are two main contenders and looking at how difficult the path forward for whoever does take over coul...
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Your Money - Precious Metal Market (part two of two)
Jeff Cheung is joined by Joshua Rotbart, Founder of J. Rotbart & Co, in part two of a two part discussion on what investors need to know about precious metal markets in volatile times.
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Business and Market Discussion
Khoon Goh, Head of Asia Research, ANZ, tells Steven Filby he’s expecting a 25 basis point cut from the Fed next week, adding that this has already been priced in by markets. Mel Siew, Portfolio Manager, Muzinich and Co, says a 50 basis point cut would ...
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View from China
Andy Xie, Shanghai-based independent economist talks on innovation in the tech sector in China and how the country is leading the way especially in the EV market.
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Your Money - Precious Metal Market
Jeff Cheung is joined by Joshua Rotbart, Founder of J. Rotbart & Co, in part one of a two part discussion on what investors need to know about precious metal markets in volatile times.
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Business and Market Discussion
Andrew Sullivan, Founder, Asian Market Sense says Friday’s US jobs report continues the thought that a 25 basis point cut from the Federal Reserve is baked in, however this week’s inflation data remains important to watch. Frederick Chu, independent ET...
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View from Australia
Devika Shivadekar, Economist, National Practice Management, RSM Australia comments on the recent strong economic data in Australia.
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Business and Market Discussion
Andrew Freris, CEO at Ecognosis Advisory and Peter McGuire, CEO Australia at Trading.com weigh in on a US appeals court ruling that most of Trump’s tariffs are “illegal”.
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ABOUT THIS SHOW
A fast moving and topical business and finance show bringing you breaking business and economic news and financial market updates. Join our team and their expert guests for analysis and discussion on the day's top business stories live every weekday morning 8.05am to 9am (HKT) on RTHK Radio 3. Listen live here https://www.rthk.hk/radio/radio3Find us on Facebook, on Twitter @MoneyTalkRadio3, or email us at [email protected]
HOSTED BY
RTHK.HK
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