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Alain Groshens on RTHK Money Talk: October 8, 2025

If you missed Alain Groshens live on Radio Television Hong Kong (RTHK)‘s Money Talk October 8th at 8:10 AM HKT you can listen to the recording here: https://www.rthk.hk/radio/radio3/programme/money_talk/episode/1052362

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.

Discussion Topics today included:

After Sanae Takaichi’s win in the LDP leadership race, markets are already reacting, what are the short-term signals telling us?
US Government shutdown enters week two. So far, markets have shrugged it off. But if the impasse continues, could we see deeper cracks in investor confidence and economic momentum?
Regarding rate cut expectations, markets are pricing in more aggressive cuts to US interest rates. Are investors getting ahead of themselves, or is this a rational response to softening data?

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