HSBC Global Viewpoint: Banking and Markets

Fred and Herald sit down to discuss the idea that there could be a fundamental shift happening in global investment patterns. The question is, if investors are looking beyond the US market, what could that mean for Asia?Disclaimer: https://www.research.hsbc.com/R/101/7WnBPrDStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

Join Aditya Lakhanpal, Managing Director, Corporate Sales, Markets and Securities Services, HSBC India and Mohit Agarwal, Managing Director, Head of Global Trade Solutions, India and South Asia, HSBC as they share essential insights for treasurers navigating change in one of the world's fastest-growing markets. From UPI's instant payments and the digital rupee to GIFT City's rise and ESG integration, this episode explores the opportunities and challenges reshaping cash, liquidity, and risk management.

From sticky inflation to precarious public finances, Liz Martins, Senior UK Economist, assesses the UK's financial troubles as the country looks ahead to an Autumn Budget.Disclaimer: https://www.research.hsbc.com/R/101/kMkgkSPStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

With Vietnam on the cusp of an index upgrade, Herald and Fred sit down with Asia Equity Strategist Prerna Garg for a look at what emerging market status could mean for the country, and how it's served former frontier markets in the past.Disclaimer: https://www.research.hsbc.com/R/101/pxpfNfBStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

How are Europe's treasurers adapting to a rapidly evolving landscape?Join Yasemin Artar, Head of Corporate Sales, Markets & Securities Services, HSBC Europe and Marwan Dagher, Head of Markets & Securities Services, HSBC Continental Europe, as they discuss the drivers reshaping corporate priorities across the region - from regulatory change and the implications of a Digital Euro to the rising importance of FX risk management and cash flow forecasting.

This episode is also available as a podcast, search "Global Viewpoint" on your preferred podcast player to watch, listen, and subscribe.In this episode, Uma Bohne-Gill, Head of Institutional Sales, Asia Pacific at HSBC, sits down with Robert Watts, COO and Head of Finance, Asia Pacific at Marex, to explore the challenges and unique opportunities facing modern treasurers in today's economic climate. Discover how the treasury function is adapting and leading in the current landscape.Find out more here: https://www.business.hsbc.com/insights/facilitating-trade/the-new-protector-treasurers-strategic-advantageThis episode was recorded on the sidelines of the HSBC Asia Credit Conference 2025. Find out more here:https://www.business.hsbc.com/en-gb/campaigns/asia-credit-conferenceDisclaimer: Views of external guest speakers do not represent those of HSBC.

Alastair Pinder, Head Global and EM Equity Strategist, looks at some surprising connections between AI and tariffs and how they are changing the way companies operate.Disclaimer: https://www.research.hsbc.com/R/101/PJdHSbTStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedInhttps://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here:https://www.gbm.hsbc.com/insights/global-research.

Fred and Herald are back in the studio and ready to catch up on what's shaping Asian markets and economics right now.Disclaimer: https://www.research.hsbc.com/R/101/SFrjHVvStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

This episode is also available as a podcast, search "Global Viewpoint" on your preferred podcast player to watch, listen, and subscribe.Adam Bothamley, Global Head of Debt Capital Markets, HSBC, together with George Sun, Head of Global Debt Markets, Asia Pacific, HSBC, discuss fixed income market dynamics – in both the primary and secondary markets. What are the main drivers of liquidity over the next year and how the primary market supply will develop for the rest of 2025?This episode was recorded on the sidelines of the HSBC Asia Credit Conference 2025. Find out more here: https://www.business.hsbc.com/en-gb/campaigns/asia-credit-conferenceDisclaimer: Views of external guest speakers do not represent those of HSBC.

It's a studio full of equity strategists as Herald is joined by Prerna Garg and Adam Qi to discuss the ever-growing numbers of Asian investors buying up stocks in the region, and why is now an important time for this trend to continue.Disclaimer: https://www.research.hsbc.com/R/101/lwPtFxqStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

How is the Middle East redefining its role as a trade and finance hub connecting Asia and Europe?Join Karan Khanna, Managing Director, Head of Corporate Sales, Markets & Securities Services, HSBC Bank Middle East and Hani El Khoury, Head of UAE Sovereign Wealth Funds, HSBC Bank Middle East as they discuss the region's growing role in global trade and outline the latest trends and opportunities - from treasurers embracing innovation to managing risk and seizing opportunities, and from FX volatility to ESG finance and digital transformation.Find out more here. https://www.business.hsbc.com/en-gb/insights/market-and-regulatory-insights/treasury-beyond-borders-rewriting-the-middle-east-playbook

This episode is also available as a podcast, search "Global Viewpoint" on your preferred podcast player to watch, listen, and subscribe.Sheng Wang, Head of Banks and Institutional Client Group Scale Markets from HSBC sits down with Benton Wong, the Vice President, Head of Sales & Marketing from Bond Connect Company Limited, to discuss the development of Bond Connect since its 2017 launch. They'll cover how the program connects global investors to China's onshore bond market and latest initiatives relevant to China's market opening.Find out more here: https://www.business.hsbc.com/en-gb/campaigns/asia-credit-conferenceDisclaimer: Views of external guest speakers do not represent those of HSBC.

Herald has returned from his summer holiday to a new buzzword in Chinese economics: “anti-involution”. Fortunately, Chief China Economist Jing Liu is on hand to explain what it means.Disclaimer: https://www.research.hsbc.com/R/101/dGRXDLnStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

Ahmed El-Hoshy, CEO of Fertiglobe, the world's largest seaborne exporter of urea and ammonia combined, joins Zoë Knight, HSBC's Global Head of Sustainability Research and Integration, to share insights on low carbon solutions for agriculture, including the huge potential for ammonia in the energy transition.Watch or listen to the podcast to find out more.This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in London on 18 June 2025.Read more about the GCC conference here https://www.business.hsbc.com/en-gb/campaigns/hsbc-gulf-cooperation-council-conference-gccDisclaimer: Views of external guest speakers do not represent those of HSBC.

This episode is also available as a podcast, search "Global Viewpoint" on your preferred podcast player to watch, listen, and subscribe.Join Laura Acres, Managing Director, Head of APAC Corporate Finance at Moody's Ratings, and Sean Henderson, Co-Head of Debt Capital Markets Asia Pacific at HSBC, as they explore the latest trends shaping the credit landscape. In this insightful discussion, recorded at the HSBC Asia Credit Conference 2025, they delve into key macro trends, fundamental shifts in global debt markets, and the impact of geopolitics and tariffs across Asia. Discover where value and hidden opportunities lie in today's dynamic markets.Find out more here: https://www.business.hsbc.com/en-gb/campaigns/asia-credit-conferenceDisclaimer: Views of external guest speakers do not represent those of HSBC.

James Pomeroy, Global Economist, examines whether the frontloading of global trade in the first half of the year could unravel as new tariffs kick in.Disclaimer: https://www.research.hsbc.com/R/101/zDWvnwSStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

Areeb Pasha and Khaled Alfakesh, the respective CFOs of fast-growth, consumer-focused tech firms in the Middle East, Dubizzle and Talabat, join Samer Deghali, Co-Head of Capital Markets and Advisory, MENAT, HSBC in this video podcast.They discuss their growth stories (including Talabat's experience post-IPO and Dubizzle's acquisition strategy), how they are adapting to changing consumer needs, the UAE real estate market, and their priorities ahead. They also share their advice for other businesses looking to expand in the UAE.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in London on 18 June 2025. Read more about the GCC conference here https://www.business.hsbc.com/en-gb/campaigns/hsbc-gulf-cooperation-council-conference-gccDisclaimer: Views of external guest speakers do not represent those of HSBC.

This episode is also available as a podcast, search "Global Viewpoint" on your preferred podcast player to watch, listen, and subscribe.Marcio Bogoricin, PIMCO's Head of Asia Wealth Management (ex-Japan), joins Guan Sim Ng, HSBC's Institutional Client Group Head in Singapore for a dynamic discussion about the strategic role of credit in private wealth.Watch or listen to their expert insights on what's prompting Asia's wealthy individuals to invest more in fixed income from its positive return profile to new opportunities in private credit.This episode was recorded on the sidelines of the HSBC Asia Credit Conference 2025 in Singapore. Find out more here: https://www.business.hsbc.com/en-gb/insights/financing/strategic-role-of-credit-in-private-wealthDisclaimer: Views of external guest speakers do not represent those of HSBC.

Chris Hare, Senior European Economist, and Paul Mackel, Global Head of FX Research, talk through the potential implications of the US-EU trade deal.Disclaimer: https://www.research.hsbc.com/R/101/wxSxzmwStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here https://www.gbm.hsbc.com/en-gb/campaigns/global-research

Hatem Dowidar, Group CEO of e&, joins Nabeel Albloushi, HSBC's Head of Markets & Securities Services, MENAT, to share insights on the Middle East's tech landscape and how e& made the shift from telecom operator to global technology group.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in London on 19 June 2025.Read more about the GCC conference here https://www.business.hsbc.com/campaigns/hsbc-gulf-cooperation-council-conference-gcc Disclaimer: Views of external guest speakers do not represent those of HSBC.

With fresh US tariffs due to come into effect on 1 August, Alastair Pinder, Head EM and Global Equity Strategist, looks at how markets are pricing in heightened uncertainty. Disclaimer: https://www.research.hsbc.com/R/101/H9vWhSrStay connected and access free to view reports and videos from HSBC Global Investment Research - follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here https://www.gbm.hsbc.com/campaigns/global-research

Fred Neumann sits down with Head of China Autos research Yuqian Ding to talk all things EV in China, from scale and competition to autonomous driving and tank turns. Disclaimer: https://www.research.hsbc.com/R/101/DXgQnBtStay connected and access free to view reports and videos from HSBC Global Investment Research - follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here https://www.gbm.hsbc.com/campaigns/global-research

What's unique about Emerging Markets and what themes should investors be paying attention to? Polina Kurdyavko, Head of BlueBay Emerging Markets, joins Craig Kussel, HSBC's Head of Emerging Markets Macro Sales – UK, South Africa and Israel, for a discussion about the risks and opportunities across Emerging Markets against a dynamic backdrop, where investors are seeking diversification.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in London on 18 June 2025.Read more about the GCC conference here https://www.business.hsbc.com/en-gb/campaigns/hsbc-gulf-cooperation-council-conference-gccDisclaimer: Views of external guest speakers do not represent those of HSBC.

Against a backdrop of continuing uncertainty, James Pomeroy, Global Economist, explains whether the latest data – and the price of bananas - provide any clues about state of the economy.Disclaimer: https://www.research.hsbc.com/R/101/6dKvcRBStay connected and access free to view reports and videos from HSBC Global Investment Research - follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here https://www.gbm.hsbc.com/campaigns/global-research

Fred Neumann is joined by fellow Asia economists Erin Xin, Aris Dacanay and Justin Feng for a look at the key economic and political events coming up in the region in the next few months. Disclaimer: https://www.research.hsbc.com/R/101/MNXDdMqStay connected and access free to view reports and videos from HSBC Global Investment Research - follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here https://www.gbm.hsbc.com/campaigns/global-research

Following an eventful first half, what does the future hold for Emerging Markets? Yerlan Syzdykov, Global Head of Emerging Markets, Amundi, joins HSBC's Global Head of Emerging Markets Research, Dr Murat Ulgen, to discuss the widening gap between emerging market and developed market growth. They explore the key trends across equities and fixed income, the regions and local currency markets showing strength, and how Amundi is navigating the current landscape.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in London on 17 June 2025.Read more about the GCC conference here https://www.business.hsbc.com/campaigns/hsbc-gulf-cooperation-council-conference-gccDisclaimer: Views of external guest speakers do not represent those of HSBC.

Ryan Wang, US Economist, talks through the latest in the US – including “phase two” of tariffs, tax cuts and deficits, and the path of rate cuts. Disclaimer: https://www.research.hsbc.com/R/101/DlDVjKMStay connected and access free to view reports and videos from HSBC Global Investment Research - follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch or click here https://www.gbm.hsbc.com/campaigns/global-research

With record-setting IPOs and more cash coming in from across the border, Fred Neumann sits down with Michelle Kwok and Erin Xin to talk about Hong Kong's latest iteration as a world-leading centre for finance and beyond. Disclaimer: https://www.research.hsbc.com/R/101/CmkRdVMStay connected and access free to view reports and videos from HSBC Global Investment Research - follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here https://www.gbm.hsbc.com/campaigns/global-research

The global impacts of US trade policy and tariffs continue to ripple through the global economy. Renowned economist and Senior Fellow at the Council on Foreign Relations, Brad Setser, joins Janet Henry, HSBC's Global Chief Economist, to discuss the outcomes so far and the implications ahead. Their wide-ranging conversation also covers new patterns in investment allocations and trade flows, the impacts on the US dollar, China-US trade relations, and how Emerging Markets are faring.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in London on 17 June 2025. Read more about the GCC conference here https://www.business.hsbc.com/en-gb/campaigns/hsbc-gulf-cooperation-council-conference-gccDisclaimer: Views of external guest speakers do not represent those of HSBC.

With President Trump's 9 July tariff deadline looming, Fred Neumann takes a look at what US levies on Asian goods could mean for the region. Disclaimer: https://www.research.hsbc.com/R/101/C7RfQkv. Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

With global markets seemingly unruffled by recent shocks, Janet Henry and Simon Wells look at the key risks that could surprise policymakers and investors over the next few months.Disclaimer: https://www.research.hsbc.com/R/101/NJkrHwbStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Daragh Maher, Head of Digital Assets Research, demystifies the world of cryptocurrencies and looks at how digital assets could move from niche to mainstream.Disclaimer: https://www.research.hsbc.com/R/101/JHXvCjKStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Herald van der Linde and Prerna Garg take the pulse of Asia's consumer, airline, autos and pharma sectors through the lens of our latest "Ten surprising statistics" report. Disclaimer: https://www.research.hsbc.com/R/101/lDDTdQb. Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Kim Fustier, Head of European Oil & Gas Research, and Murat Ulgen, Global Head of Emerging Markets, discuss how the conflict between Iran and Israel has introduced yet more uncertainty into financial markets.Disclaimer: https://www.research.hsbc.com/R/101/nwbqSGcStay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Herald van der Linde welcomes Global Head of Transport Research Parash Jain and Asia Equity Strategist Prerna Garg into the studio for a discussion on the impact of Middle East tensions on Asian markets, economics and global shipping.Disclaimer: https://www.research.hsbc.com/R/101/Rc9xgDh.Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Janet Henry, Global Chief Economist, considers whether tariff uncertainties are starting to feed through into the latest economic data.Disclaimer: https://www.research.hsbc.com/R/101/hktsWLPStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

With uncertainty still rife in the US, Fred Neumann and Herald van der Linde consider what could happen if Asian investors were to shift their focus from US investments and start looking closer to home. Disclaimer: https://www.research.hsbc.com/R/101/gPtXrB6. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

As market shifts and supply chain strains, how are North American Corporates redefining risks as a source of strength?Hear Melissa A Hotzoglou, Head of Corporate Sales US, Markets & Securities Services and Marissa Adams, Regional Head of Europe & Americas, Global Trade Solutions on how North American corporates are reassessing their FX and broader risk management strategies. Our panel explore some practical insights to help treasurers enhance resilience, protect value, and align risk frameworks with shifting global realities.

Paul Bloxham, our Sydney-based Chief Economist for Australia, New Zealand and Global Commodities, drops by the London studio to discuss how tariff uncertainties and global growth worries are affecting commodity prices.Disclaimer: https://www.research.hsbc.com/R/101/2scKXzMStay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Herald van der Linde sits down with Economist Jin Choi and Equity Strategist Prerna Garg to discuss the future of Korea's economic and corporate landscape under the presidency of Lee Jae-myung. Disclaimer https://www.research.hsbc.com/R/101/WcHxmzl. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research

This episode of HSBC's Perspectives series features Rob Fauber, President and CEO, Moody's, in-conversation with Danielle Johnson, HSBC's Global Head of Institutional Clients. Rob shares his perspectives on the evolving private credit market and today's interconnected risk landscape, as well as key moments from his own career journey – including what keeps him up at night.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 26 March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.

Pranjul Bhandari, Chief India Economist, examines India's interconnectedness with the global economy and considers whether the redrawing of supply chains could present new opportunities.Disclaimer: https://www.research.hsbc.com/R/101/bHlntgRStay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Herald van der Linde sits down with Prerna Garg to discuss what mainland Chinese savers could do with a mind-bending USD22trn in savings, and what that could imply for markets at home and beyond. Disclaimer: https://www.research.hsbc.com/R/101/tsnBdzn. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

AI is increasing the number of cyberattacks, but it's also playing a crucial role in defending against them. The intersection between AI and cybersecurity is at the centre of this episode of HSBC's Perspectives series – featuring Isabelle Meyer, Co-CEO and Co-Founder, ZENDATA Cybersecurity, in-conversation with Mark McDonald, Head of Data Science & Analytics, HSBC Global Research.Watch or listen to their discussion on the evolving threat landscape, including the growing need to protect satellite communication, and the key considerations for investors in this space.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 27 March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.

Alastair Pinder, Head EM and Global Equity Strategist, considers whether America is losing global investor flows following recent market volatility.Disclaimer: https://www.research.hsbc.com/R/101/vGpnsSFStay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Herald van der Linde and Fred Neumann sit down to discuss what rising US Treasury yields could mean for savings, fund flows and company listings across Asia. Disclaimer: https://www.research.hsbc.com/R/101/npHhLZq. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

This episode of HSBC's Perspectives series features Jean Hynes, CEO and Managing Partner, Wellington Management – one of the world's largest privately held asset managers. In-conversation with Richard Bibbey, Global Head of Institutional Sales, HSBC, Jean shares her views on the future of active asset management as well as pivotal moments from her inspiring career journey.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 27 March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.

Digital assets and cryptocurrencies are among the fastest growing areas in finance, with increasing demand from both private and institutional investors. But are they really moving from fringe to mainstream? This is the big question tackled in this episode of HSBC's Perspectives series – featuring Lucy Gazmararian, Founder and Managing Partner of Token Bay Capital, and John O'Neill, HSBC's Group Head of Digital Assets and Currencies, in-conversation with Piers Butler, HSBC's Head of Global Research Direct.Watch or listen to understand more about key developments sparking renewed interest in this space – including the regulatory landscape, expectations around the stablecoin market, and what a tokenised future could look like.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 27 March 2025. Find out more here: grp.hsbc/gisToken Bay Capital is a venture capital fund manager that invests in blockchain and crypto startups.Disclaimer: Views of external guest speakers do not represent those of HSBC.

Paul Mackel, Global Head of FX Research, examines the changing drivers of the US dollar and its prospects going forwardDisclaimer: https://www.research.hsbc.com/R/101/xhbSpmXStay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Fred Neumann and Herald van der Linde discuss the newly announced China-US trade agreement and what's next for the world's two largest economies. Disclaimer: https://www.research.hsbc.com/R/101/tB7kLgt. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Yimei Li, CEO, China Asset Management Co., joins Tian Lu, CEO, HSBC Qianhai Securities, for a discussion about China's investment landscape, against a backdrop of trade tensions and economic headwinds.They discuss the macro outlook for China and government policy support, developments across the Mainland-Hong Kong Connect schemes, China's innovation economy, and the growth of exchange-traded funds (ETFs).Watch or listen to understand more about asset management in China.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.