HSBC Global Viewpoint: Banking and Markets

Paul Mackel, Global Head of FX Research, looks at what's causing USD weakness and which currencies could stand to benefit.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/rdpJ66bStay 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 and Fred dive into the world of Chinese demographics, discussing the effects of an aging population on spending trends and the wider economy.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/ztJvBkxStay 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.

Irma Potes, Director of Community Outreach, Grupo Mexico, Paulina Serrano, Deputy Director of Sustainability, Grupo Mexico, joins Natalie Blyth, Global Head of Sustainable Finance & Transition, HSBC and Jose Carlos Sanchez, Mexico Chief Economist, HSBC Global Investment Research, to discuss Grupo Mexico's innovative approach to sustainability transition as well as their impact on communities and the environment.This episode was recorded on 16 October 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.

Stephen Bersey, Head of US Technology Research, looks at whether fears that artificial intelligence could upend the business modes of software vendors are justified.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/bHdRBbGStay 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.

Fred welcomes Senior ASEAN Economist Yun Liu to the podcast to talk Vietnam's lofty economic goals and whether a growth target of at least 10% year-on-year is achievable.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/kGTvZk9Stay 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.

The economics team takes over the studio this week, with Chris Hare, Liz Martins and Fabio Balboni discussing the latest Bank of England and ECB meetings.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/qtZPtrS 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.

As Japan gears up for a general election, Fred and Herald discuss what the outcome could mean for Asia's second-largest economy, and why the world is taking notice.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/t9TcRsmStay 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.

Ryan Wang, US Economist, and Dhiraj Narula, US Rates Strategist, look at the key issues facing the Federal Reserve this year.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/JlBXX6F 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.

Herald welcomes fellow Asia Equity Strategist Prerna Garg to the studio to discuss the role of retail investors in the region, how they're reshaping the investment landscape and where they're choosing to put their money.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/C9DGRGr Stay 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.

Paola Correa, Sustainability and Social Responsibility Manager, Alpura, joins Diego Spannaus, Head of Sustainable Finance and Transition, Latin America, HSBC, to explore Alpura's sustainability journey and discover how the company is driving a sustainable future in Mexico's dairy industry. The conversation highlights innovative strategies in reducing emissions, promoting gender equality, and driving social responsibility.This episode was recorded on 16 October 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.

Following a standout 2025, Ali Cakiroglu, Emerging Markets Strategist, looks at the drivers for EM assets in 2026.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/KbNBtFlStay 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 geopolitics, the energy transition and changing investor preferences all affecting the price of commodities right now, Fred welcomes Paul Bloxham, Chief Economist for Global Commodities to the podcast.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/srWTwj9Stay 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.

From the latest innovations to the investment strategies of big tech giants, Nicolas Cote-Colisson, Head of Global Tech Platforms Research, outlines what to watch out for in the tech sector this year.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/CzkHXhSStay 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.

Fred and Herald are joined by Chief China Economist Jing Liu to discuss the major talking points for Chinese markets and economics in the Year of the Horse.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/xvClCkSStay 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.

From inflation and monetary policy to trade and AI, Janet Henry, Global Chief Economist, looks at the factors set to shape the world economy this year.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/tL9dgcPStay 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.

Fred and Herald kick off 2026 with a round-up of what we think could be the highlights for Asian markets and economics in 2026.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/7XdVKcJStay 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.

Ding Chen, CEO, CSOP Asset Management, joins Oliver Kadhim, Head of the Institutional Client Group, Asia, HSBC, on our latest podcast episode to delve into what's driving the momentum in Asia's ETF market and the risks associated with this change.This episode was recorded on 14 October 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.

Inti Pérez, Director of Corporate Social Responsibility and Sustainability, Heineken Mexico, joins Natalie Blyth, Global Head of Sustainable Finance & Transition, HSBC, and Jose Carlos Sanchez, Mexico Chief Economist, HSBC Global Investment Research to provide an in-depth look at Heineken's sustainability journey. The discussion highlights the pivotal role collaboration plays in helping companies achieve their decarbonisation goals.This episode was recorded on 16 October 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.

Daragh Maher, Head of Digital Assets Research, assesses the latest developments in the digital assets space and outlines what we should be looking out for in 2026.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/9Qd66kmStay 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.

In our final episode of the year, Herald and Fred reflect on what surprised them most across Asian markets and economics in 2025.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/H7jvjLSStay 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.

Boon Keat (BK) Chua, CEO of Glife Technologies, joins Jonathan Yip, Asia Head of HSBC Innovation Banking, and Neil Falconer, Head of HSBC Innovation Banking in Singapore. They discuss BK's transition from the military to the commercial sector, leading to his role at Glife Technologies, a Singapore-founded agritech firm committed to improving the food supply chain's efficiency and transparency, by connecting farmers with F&B operators. BK discusses the challenges faced during the COVID-19 pandemic and growth opportunities for ASEAN startups, emphasising a proactive approach to regional growth and the advantages of Singapore's startup ecosystem.This episode was recorded during the launch-week of HSBC Innovation Banking in Singapore on 28 October 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.

Our US team identifies key issues to watch in 2026 – from what the Federal Reserve will do next, to whether the AI bubble will burst, to US fiscal friction.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/mVlwHgWStay 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.

Fred's got his hands on Herald's latest compilation of quirky facts and stats. From giant shopping malls to a company you've probably never heard of outperforming Google, this episode's for anyone looking to flex some knowledge at holiday parties.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/qKmt7KVStay 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.

Ellick Tsui, Deputy CEO and CFO, CTF Life, joins Fiona Horsewill, Global Head of Securities Services, HSBC, and Lisa O'Connor, Global Head of Client Change in Securities Services, HSBC, to discuss the pivotal role insurance and asset servicing play in fortifying Hong Kong as a leading international financial hub.This episode was recorded on 14 October 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.

Venture capital is often perceived as a game of high stakes and strategic bets. Rohit Agarwal, Managing Director of Peak XV, joins Dave Sabow, Global Head of HSBC Innovation Banking, to provide an in-depth look. Their conversation explores the nuances of capital deployment in Asia for 2026, the sectors attracting investment, and the evolving landscape for venture capitalists.This episode was recorded in Singapore during the launch of HSBC Innovation Banking on October 28, 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.

Can AI trade FX? Is the future 'agentic'? And are we seeing a bubble? Mark McDonald, Head of AI and Data Science, and Yuning Bai, Data Scientist, discuss recent developments in artificial intelligence.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/DkgSvdVStay 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 turns interviewer this week and Fred's in the spotlight, as our co-hosts discuss trade, consumption, central bank action and more across Asia in 2026.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/vH9rXCWStay 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.

The journey to building a million-dollar company is often seen as a mix of a great idea, smart people, and a bit of luck. Anand Jain, Co-Founder and Chief Product Officer of CleverTap, joins Jonathan Yip, Head of Innovation Banking, Asia, HSBC to offer a deeper insight. Their discussion delves into the complexities of entrepreneurship, the pivotal moments in CleverTap's journey, and the broader implications for startups in the region.This episode was recorded in Mumbai during the launch of HSBC Innovation Banking in India on October 7, 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.

Liz Martins, Senior UK Economist, and Nick Andrews, Senior FX Strategist, talk through the key takeaways from the UK's highly anticipated budget.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/c6DrlPxStay 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.

Dr Murat Ulgen joins Herald and Fred to talk AI, US outflows and Asia's influence over global emerging markets, all in the context of EM's outperformance in 2025.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/QrL2kKQStay 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.

Sonja Laud, Global Chief Investment Officer, Asset Management, Legal & General, joins Simon Derrick, HSBC's Head of Institutional Sales, EMEA, to explore the outlook for the investment landscape in 2026 and what's shaping the future of global financial markets. Their wide-ranging discussion covers the implications of a fragmented world order and rising debt levels, the role of AI in productivity growth, diversification across private markets, and the importance of a high-performance culture.This episode was recorded in London on 10 November 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.

Herald takes on the role of interviewee this week, as he and Fred look at what's driven Asian equity markets in 2025, and what investors are likely to be watching in the year ahead.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/wvPzpMCStay 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.

Chinese companies are rapidly expanding on a global scale, leveraging technology, innovation, and strategic internationalization. In this episode of HSBC Global Viewpoint, Zhenyi Tang, Executive Vice President and Head of Banking, HSBC China, speaks with Sean Song, CFO of Mobvista, about the driving forces behind this trend. They explore how Chinese enterprises are using technology to gain a competitive edge, the role of financial partners in global growth, and the importance of diversification in navigating geopolitical challenges.This episode was recorded during HSBC's International Day in Singapore, where global business strategies were a key focus.Disclaimer: Views of external guest speakers do not represent those of HSBC.

Paul Mackel, Global Head of FX Research, and Joseph Incalcaterra, Head of LatAm Macro Strategy, look at what's in store for the major currencies in 2026.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/mFbXLNmStay 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.

Treasury functions are evolving into strategic hubs, driving innovation, resilience, and growth in today's complex business landscape. In this episode of HSBC Global Viewpoint, Patrick Zhu, Head of Cash Management Sales for Asia Pacific at HSBC, hosts a discussion with Ray Suvrodeep, Managing Director of Treasury Solutions Group at HSBC, and Larissa Murmann, Digital Chief HR Officer at Unilever International. Together, they explore how technology, real-time treasury management, and AI are reshaping the treasury landscape and empowering businesses to navigate uncertainty.This episode was recorded during HSBC's International Day in Singapore.Disclaimer: Views of external guest speakers do not represent those of HSBC.

Shiva Joon, Data Scientist, and Duncan Toms, Multi-Asset Strategist, look at how artificial intelligence is helping to drive the stellar performance of many US companies.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/HJJQchfStay 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.

Global Head of Luxury and Consumer Research Erwan Rambourg joins Herald for a lively chat on the state of the luxury market across Asia and beyond.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/gdmsgksStay 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.

Trade policy is at the forefront of global discussions, impacting economies, businesses, and individuals alike. In this podcast episode, Frederic Neumann, Chief Asia Economist and Co-head of Global Investment Research Asia at HSBC, sits down with Dmitry Grozoubinski, founder of Explain Trade consultancy and author of the ‘Why Politicians Lie About Trade' book. Together, they explore the evolving landscape of trade, the rise of protectionism, and the future of globalisation.This episode was recorded during HSBC's International Day in Singapore, where trade and globalisation were key topics of discussion.Disclaimer: Views of external guest speakers do not represent those of HSBC.

James Pomeroy, Global Economist at HSBC, looks at three technologies that could dramatically transform the economy in the longer term - humanoid robots, autonomous driving and quantum computing.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/P2FgHBqStay 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.

Fred welcomes HSBC's Chief Precious Metals Analyst James Steel to the podcast for a comprehensive look at the recent gold rally and the critical role that markets including China and India play in the global gold trade.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/Hm6nMSqStay 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.

In this US special, Ryan Wang, US Economist, and Alastair Pinder, Head EM and Global Equity Strategist, discuss the Fed's next move, the impact of the government shutdown and fears of an AI bubble.Disclaimer: https://www.research.hsbc.com/R/101/xfXR9xhStay 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.

ASEAN Economist Aris Dacanay joins Herald and Fred to explain why Southeast Asian economies could actually see rising market share across various sectors as a result of US import tariffs.Disclaimer: https://www.research.hsbc.com/R/101/W9vcfSdStay 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.

Jo Miyake, Head of Banking for Asia and the Middle East, Corporate and Institutional Banking, HSBC, sits down with Roberta Lipson. As Co-founder of United Family Healthcare, Vice Chair of New Frontier Health, Chair Emeritus of AmCham China and Director of the US-China Business Council, Roberta brings decades of on-the-ground experience. She provides an unparalleled look at the realities and opportunities in China's business landscape and healthcare sector—including the “in-China-for-China” strategy, AI's role in drug development, and recent regulatory shifts.This episode was recorded on the sidelines of HSBC's 12th Annual China Conference in Shenzhen on 1 September 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC

Fresh from attending the IMF-World Bank annual meetings, Janet Henry, Murat Ulgen and Paul Mackel stop by our New York studio with updates on US resilience, AI, tariffs, EM, defaults and more.Disclaimer: https://www.research.hsbc.com/R/101/CXgtlpnStay 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.

Recorded in front of a live audience on 21 October 2025, Fred and Herald are joined on stage in Hong Kong by Jing Liu, Yuqian Ding and Frank Lee for a comprehensive round-up of the major macro and micro talking points in Asia.Disclaimer: https://www.research.hsbc.com/R/101/zJCkN77Stay 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.

Dr. Fred Hu, Founder, Chairman and CEO of Primavera Capital Group and Oliver Kadhim, Head of Institutional Client Group, Asia, HSBC, dive into the evolving investment landscape in China, the importance of long-term partnerships, and the role of technology in driving future growth.This episode was recorded on the sidelines of HSBC's 12th Annual China Conference in Shenzhen on 2 September 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.

Sean McLoughlin, Senior Global Industrials Analyst, explains how the boom in AI and cloud computing is fuelling a reacceleration in global capital expenditure.Disclaimer: https://www.research.hsbc.com/R/101/B6KLVmtStay 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 catches up with Chief China Economist Jing Liu as Beijing gears up for its fourth plenum, where the economic agenda for next five years will be set.Disclaimer: https://www.research.hsbc.com/R/101/dxd6clmStay 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 Vivek Ramachandran, Head of Global Trade Solutions, and James Pomeroy from HSBC Research in this insightful podcast episode as they delve into the complexities of today's global trade landscape. With uncertainty still a defining feature, they explore how unpredictability in tariff exemptions and carve-outs is impacting business decisions and investment strategies. Discover how companies are tactically responding through stockpiling and shifting production to low-cost countries and learn about the winners and losers in this fragmented tariff regime. Vivek and James also discuss the dampening effect of lower energy costs on tariff impacts and the critical role of policy choices and corporate adaptation in shaping the future of global trade. Watch for expert analysis and strategic insights that can help businesses navigate these challenging times.

The Middle East – China corridor is entering a new era of economic partnership, focused on capital, talent, technology and new energy. Simon Williams, Chief Economist, CEEMEA Economist, HSBC and Ben Simpfendorfer, Asia Pacific Lead, Oliver Wyman Forum and Partner Oliver Wyman delve into this transformation in the latest HSBC Perspectives episode.This episode was recorded on the sidelines of HSBC's 12th Annual China Conference in Shenzhen on 1 September 2025. Disclaimer: Views of external guest speakers do not represent those of HSBC.

Fresh from HSBC's inaugural Brazil Forum, Head of LatAm Macro Strategy Joseph Incalcaterra joins Aline van Duyn to discuss the macro landscape across Latin America's key economies.Disclaimer: https://www.research.hsbc.com/R/101/NBdxbGKStay 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.