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Alain Groshens on RTHK Money Talk: November 4, 2025

If you missed Alain Groshens live on Radio Television Hong Kong (RTHK)‘s Money Talk November 4th at 8:10 AM HKT you can listen to the recording here: https://lnkd.in/gcxic_Ad

He was hosted by Steven Filby and on air with Franck Benzimra, Head of Asia Equity Strategy at Societe Generale bank for an interesting discussion on recent market events.

Key topics covered:

President Trump’s busy week in Asia and the durability of the US-China trade truce
Fed rate expectations: from near certainty to 68% odds for a December cut
Bank of Japan’s steady stance and hints at a potential rate hike
Unstoppable equity momentum—why “nothing else matters” in current market psychology and when will it stop?
Nvidia’s $5 trillion valuation and the risks of an AI-driven bubble

To listen to more details on these topics on the RTHK Radio 3 podcast recording you can listen here:

https://www.rthk.hk/radio/radio3/programme/money_talk/episode/1057824