主持人:Steven Filby
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.
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18/02/2025 - Business and Market Discussion
John Schofield, Managing Director, Tempus Investment, tells Nitin Dialdas we saw a bottom in China’s market late last year and that this week’s symposium with President Xi Jinping and private sector entrepreneurs is a good sign for the future. Mel Siew, Portfolio Manager at Muzinich & Co, says while tech companies are grabbing headlines, recent support for property developers also builds a case to reinvest in China.
18/02/2025 - Your Money
18/02/2025 - View from Japan
Martin Schulz, Chief Economist, Fujitsu, says Japan is particularly sensitive to inflation, and the important thing is that real incomes remain positive. He goes onto the country’s export dependencies and what Trump’s tariffs will mean for the economy, explaining why the government is working hard on getting exemptions.
28/01/2025 - Business and Market Discussion
Carlos Casanova, Senior Asia Economist, UBP, tells Nitin Dialdas what we’ve seen overnight around DeepSeek shows how technology earnings may broaden away from the magnificent seven this year, and it remains to be seen which names will do best in future. Eric Fine, Portfolio Manager, Head of Emerging Markets Active Debt at VanEck, looks at what this shift might mean for bullish activity in bond markets. He goes onto the case for emerging market bonds, saying they can often be winners in terms of geopolitics.
28/01/2025 - Your Money
28/01/2025 - View from Japan
John Beirne, Principal Economist, Asian Development Bank, says the recent hike from the BOJ had been expected and the question now is whether the inflation target is sustainable. He says the central bank won’t want to make abrupt changes, but if we see a shift towards demand-driven inflation, we could see more normalisation in rates to come.