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Podcast

RTHK The Close with Carolyn Wright.

Podcast ·David Roche ·09 Dec 2024

China - deflation. What will the Chinese Central Economic Work Conference do- very little new but defines fiscal and monetary stimulus. Korea - how serious for assets is the power vacuum at the top. Trump are his appointments congruent with his views. Will he deliver on his p…

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Podcast

Money Talk with Peter Lewis

Podcast ·David Roche ·03 Dec 2024

A Rollicking but in depth analysis of Tariffs, Trade and Trumpian Tantrums examines: replacing the USD as global reserve currency and punishing those who think of doing so. What will end US supremacy in global markets. Is Europe for turning or for tanking - the French governmen…

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Podcast

RTHK - The Close with Carolyn Wright & Xiaolin Chen

Podcast ·David Roche ·25 Nov 2024

RTHK the close discussion of China - impacts of Trump appointments & Tariffs and the never ending question of whether Chinese stimulus is fit for purpose.

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Podcast

RTHK - The Close with Carolyn Wright & David Roche

Podcast ·David Roche ·11 Nov 2024

RTHK - The Close; Carolyn Wright & David Roche discuss: The latest pre announced and endlessly repeated China stimulus package. Why it mitigates risk but will not help demand. How will China respond to Trump tariffs- demand stimulus? trade retaliation? other forms of…

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Media
Podcast

RTHK - The Close

Podcast ·David Roche ·28 Oct 2024

RTHK Discussing: likely outcome of China's NPC Standing Committee on Nov 4 to 8; the results of the Japanese election what does instability do for assets; and the inevitable discussion of the US election,.

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Podcast

RTHK - The Close

Podcast ·David Roche ·21 Oct 2024

The US Presidential - swing to Trump in polls. Meaning of Trump or Harris victory for markets. China stimulus- will the consumer follow orders and shop? Moldova - the corrosive power of Moscow disinformation and corruption. Middle East- Israeli riposte - the delay means more - …

Media
Podcast

RTHK The Close

Podcast ·David Roche ·15 Oct 2024

RTHK - The Close: China fiscal stimulus- good money after bad?. The US Presidential Election - political & market outcome. . The Middle East - which war now?

Media

RTHK Global Issues with Carolyn Wright

Podcast ·David Roche ·07 Oct 2024

Global Issues with Carolynn Wright on RTHK "The Close": US jobs, China Stimulus, the Middle East War and Ishiba's Japan!

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