Peter Lewis Money Talk - the meaning of Trump’s new aggressive foreign policy- from countries to tankers & from rare earths to oil, the US is on a grab binge with scant reference to law! Read More

Peter Lewis - Money Talk - Francis Lum & Little Auld Me (David Roche) on the BIG predictions for 2026 China equities excel in relative terms. That contrasts to the the US’s acclerated decline. Trump’s hold on power breaks. Policy get more, not less, maverick and irrati... Read More

Anatomy of bubbles, Which sorts do most damage. What is the hard evidence for bubbles now and what kind are they.? If bubbles burst is Asia,immune?. What to own? Read More

Peter Lewis Money Talk- David Roche, Mark Nicholson and Barry Wood on Trump’s Asian Tour. - distinguishing fact from flam. Read More

Money Talk. China’s agenda for US relations and what that means for trade and any meeting between Xi and Trump. Japan - Takaichi’s blunders mean weak indecisive government. The US Fed - cuts are now Trimp not data dependent Read More

A revew of China- US relations and why China has escalatory dominance. Read More

Peter Lewis Money talk with David Roche and Fancis Lun discussing: : China the green ambitions and why the EU is the over-achieving dark horse; Trump change of tone on Ukraine- blather or substance; The Fed loss of independence. Read More

RTHK The Close, David Roche, Richard HARRIS join Carolyn Wright to discuss US skilled worker permits, sea container traffic, and how the upcoming Japanese election might move mean for markets Read More

Peter Lewis, Barry Wood & Mark Nicholson discuss Can the SCO back the narrative of an alternative world order with political and economic integration. Why the US lower court judgements against Trump’s use of emergency powers to impose tariffs promises volatility whate... Read More

RTHK The Close with Carolyn Wright, Richard Harris & David Roche: the debate of what happens if Trump’s tariffs are ruled unlawful by the Supreme Court and what is in store if the Supreme Court approves them. We get into the volatility that either outcome will engen... Read More