HSBC Global Viewpoint: Banking and Markets

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We bring together thought leaders, industry experts and banking specialists to discuss the latest thinking, trends and issues that are driving growth and creating opportunities for businesses. Join us as we discuss the latest insights on Global Economics

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    • Dec 22, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 18m AVG DURATION
    • 604 EPISODES


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    Latest episodes from HSBC Global Viewpoint: Banking and Markets

    Perspectives: Decarbonising in action with Heineken Mexico

    Play Episode Listen Later Dec 22, 2025 18:36


    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.

    The Macro Brief – Digital assets in 2026

    Play Episode Listen Later Dec 19, 2025 25:59


    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.

    Under the Banyan Tree – 2025: Expectation vs reality

    Play Episode Listen Later Dec 18, 2025 15:46


    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.

    Perspectives: An ASEAN agritech's growth journey

    Play Episode Listen Later Dec 15, 2025 20:00


    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.

    The Macro Brief – The US in 2026

    Play Episode Listen Later Dec 12, 2025 20:18


    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.

    Under the Banyan Tree – More facts you didn't know you needed

    Play Episode Listen Later Dec 11, 2025 11:33


    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.

    Perspectives: Transforming insurance and asset servicing in Hong Kong

    Play Episode Listen Later Dec 10, 2025 10:57


    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.

    Perspectives: Where VCs are betting in Asia in 2026

    Play Episode Listen Later Dec 8, 2025 24:37


    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.

    The Macro Brief – Where next for AI?

    Play Episode Listen Later Dec 5, 2025 21:44


    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.

    Under the Banyan Tree – Fred's economics outlook for 2026

    Play Episode Listen Later Dec 4, 2025 22:46


    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.

    Perspectives: India's innovation boom

    Play Episode Listen Later Dec 2, 2025 16:14


    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.

    The Macro Brief – The UK's budget tightrope

    Play Episode Listen Later Nov 28, 2025 13:01


    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.

    Under the Banyan Tree – EM, Asia and the grown-ups in the room

    Play Episode Listen Later Nov 27, 2025 20:31


    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.

    Perspectives: The investment landscape in 2026 - with Legal & General

    Play Episode Listen Later Nov 25, 2025 23:16


    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.

    Under the Banyan Tree – Herald's equities outlook for 2026

    Play Episode Listen Later Nov 25, 2025 18:15


    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.

    Perspectives: China's global expansion - the role of CFO

    Play Episode Listen Later Nov 24, 2025 29:16


    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.

    The Macro Brief – Top questions for currencies in 2026

    Play Episode Listen Later Nov 21, 2025 15:28


    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.

    Perspectives: Building the treasury of the future

    Play Episode Listen Later Nov 19, 2025 30:11


    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.

    The Macro Brief – The AI effect

    Play Episode Listen Later Nov 14, 2025 15:05


    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.

    Under the Banyan Tree – Luxury unboxed with Erwan Rambourg

    Play Episode Listen Later Nov 13, 2025 20:15


    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.

    Perspectives: Navigating tariff tensions

    Play Episode Listen Later Nov 10, 2025 16:14


    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.

    The Macro Brief – The next game-changing technologies

    Play Episode Listen Later Nov 7, 2025 19:19


    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.

    Under the Banyan Tree – Asia needs gold and gold needs Asia

    Play Episode Listen Later Nov 6, 2025 18:54


    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.

    The Macro Brief – Rates, shutdowns and bubbles

    Play Episode Listen Later Oct 31, 2025 18:21


    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.

    Under the Banyan Tree – ASEAN's tariff advantage

    Play Episode Listen Later Oct 30, 2025 14:42


    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.

    Perspectives: A unique insight on China's healthcare sector

    Play Episode Listen Later Oct 29, 2025 21:05


    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

    The Macro Brief – Top global talking points

    Play Episode Listen Later Oct 24, 2025 21:17


    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.

    Under the Banyan Tree Live – China, EVs and the next steps in AI

    Play Episode Listen Later Oct 23, 2025 26:17


    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.

    Perspectives: Private equity in China

    Play Episode Listen Later Oct 20, 2025 17:39


    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.

    The Macro Brief – Tech supremacy

    Play Episode Listen Later Oct 17, 2025 14:07


    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.

    Under the Banyan Tree – Getting the boring stuff right

    Play Episode Listen Later Oct 16, 2025 19:24


    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.

    Spotlight on the Global Trade Landscape

    Play Episode Listen Later Oct 14, 2025 32:46


    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.

    Perspectives: China - Middle East connectivity

    Play Episode Listen Later Oct 13, 2025 17:30


    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.

    The Macro Brief – The LatAm low-down with Joseph Incalcaterra

    Play Episode Listen Later Oct 10, 2025 20:28


    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.

    Under the Banyan Tree – A macro whip round the region

    Play Episode Listen Later Oct 9, 2025 14:03


    Fred has the studio all to himself, and that can only mean one thing: a comprehensive review of the key talking points shaping Asian economics from tariffs to central bank action and, of course, AI.Disclaimer: https://www.research.hsbc.com/R/101/xglRmRgStay 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.

    Perspectives: China's luxury consumption

    Play Episode Listen Later Oct 6, 2025 15:03


    Tian Lu, CEO of HSBC Qianhai Securities, sits down with Alain Li, President of the French Chamber of Commerce in Hong Kong, to discuss how Chinese consumption has evolved, the rise of local luxury brands, and what the future holds for the luxury market in China. 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.

    The Macro Brief – Europe on a mission

    Play Episode Listen Later Oct 3, 2025 14:04


    Simon Wells, Chief European Economist, assesses the growth outlook for the region and the contrasting fortunes of the ECB and Bank of England in their bid to tame inflation.Disclaimer: https://www.research.hsbc.com/R/101/nFbhDKSStay 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.

    Under the Banyan Tree – Commodities in context

    Play Episode Listen Later Oct 2, 2025 16:37


    From inflation to political tensions, Paul Bloxham, Chief Economist for Global Commodities, joins Fred to talk through various factors keeping commodity markets deceptively flat at the moment.Disclaimer: https://www.research.hsbc.com/R/101/S9wjzKPStay 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.

    Treasury Beyond Borders: How Asia's treasurers are redefining risk and liquidity management

    Play Episode Listen Later Oct 1, 2025 36:43


    This episode is also available as a podcast, search "Global Viewpoint" on your preferred podcast player to watch, listen, and subscribe. From shifting supply chains and tokenisation to the meteoric rise of real-time payments, Asia is pushing the boundaries of treasury best practice. In this instalment of TMI's Treasury Beyond Borders series with HSBC, Sridhar Narayan and Yvonne Yiu reflect on how treasurers are responding – and explain why the region has become a leading light for financial innovation.

    Perspectives: The rise of AI robotics

    Play Episode Listen Later Sep 29, 2025 15:29


    Ye Tian, Founder and CEO of RoboScience, joins Zhenyi Tang, Head of Banking, Corporate and Institutional Banking, HSBC China, for a discussion on RoboScience's start-up journey, the rise of AI-powered robotics, and AI innovation in China. 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.

    The Macro Brief – Market resilience amid global risks

    Play Episode Listen Later Sep 26, 2025 19:07


    Janet Henry, Global Chief Economist, looks at how the world economy is muddling through despite substantial challenges, while Ali Cakiroglu, Emerging Markets Strategist, explains why investors are becoming more bullish on EM assets.Disclaimer: https://www.research.hsbc.com/R/20/smqScSgStay 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.

    Under the Banyan Tree – India: Tariffs, tax cuts and expensive visa hikes

    Play Episode Listen Later Sep 25, 2025 17:31


    Pranjul Bhandari, Chief India Economist and Strategist, joins Fred to discuss the outlook for India's economy at a time of higher-than-expected US tariffs, visa changes and domestic reform.Disclaimer: https://www.research.hsbc.com/R/101/lTWL7T7Stay 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.

    Treasury Beyond Borders - Treasury's AI future: Balancing efficiency, trust and human judgement

    Play Episode Listen Later Sep 23, 2025 25:35


    Artificial intelligence is starting to make a tangible impact in treasury, from sharper forecasting to faster decision-making.In this episode of Treasury Beyond Borders, Rahul Badhwar, Global Head of Corporate Sales, Markets and Securities Services, HSBC and Allen Li, Global Head of Digital and Distribution, Markets and Securities Services, HSBC discuss how treasurers can benefit from AI today, and where its limits remain. They debate the role of AI in automating workflows, improving data analysis, and supporting risk management – while underlining the importance of governance, transparency, and human judgement. The episode also introduces HSBC AI Markets, a platform that brings data, analytics, and execution together for more efficient treasury operations.Disclaimers:HSBC AI Markets is for existing clients. The information contained in marketing materials is for demonstration only. The Bank is not responsible for any loss, damage, or other consequences of any kind that you may incur or suffer as a result of, arising from or relating to your use or reference of the information in this material. The information provided to you on HSBC AI Markets is intended only for professional sophisticated and/or eligible clients, investors or counterparties.HSBC AI Markets allows users to access certain HSBC data using Natural Language Processing (‘NLP') which provides the ability to interpret and comprehend human language. The NLP parser employed by HSBC AI Markets will attempt to match a user's query to the appropriate answer based on the data available to it. Aspects of this NLP model use Machine Learning which is a subset of artificial intelligence using mathematical tools and algorithms to create a model that can be used to make predictions. HSBC AI Markets does not use Generative AI which builds on Machine Learning to take content in the form of text or other formats and generate new context as text or other formats. Information provided by HSBC AI Markets is indicative, its accuracy may vary and should be used for information purposes only.

    Perspectives: China trade – navigating protectionism

    Play Episode Listen Later Sep 22, 2025 19:25


    Jing Liu, Chief Economist, Greater China, HSBC Global Investment Research, speaks with Professor Xinquan Tu, Dean and Professor, China Institute for WTO Studies, University of International Business and Economics, to explore the evolving dynamics of trade policies, tariff impacts, and the delicate balance between decoupling and collaboration.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.

    The Macro Brief – Understanding digital money

    Play Episode Listen Later Sep 19, 2025 18:10


    Daragh Maher, Head of Digital Assets Research, discusses which of the competing visions for digital money could become the most dominant.Disclaimer: https://www.research.hsbc.com/R/101/rQFq99nStay 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.

    Under the Banyan Tree – The growth-inflation tug-of-war

    Play Episode Listen Later Sep 19, 2025 18:54


    With the Fed lowering interest rates, and talk of similar cuts in Asia, Fred and Herald discuss how dynamics in the region differ from the US, and what the tug-of-war between growth and inflation means for Asian stock markets.Disclaimer: https://www.research.hsbc.com/R/101/6gbsHL7Stay 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.

    Perspectives: China's economic relationship with the West

    Play Episode Listen Later Sep 17, 2025 13:55


    Three renowned experts discuss China's economic relationship with Europe and the US. Dr Frederic Neumann, Chief Asia Economist and Co-head of Global Investment Research Asia, HSBC, is joined by Joerg Wuttke, Partner, DGA Group, and Chris Johnson, President and CEO, China Strategies Group. They share insights on the big themes impacting China-US and China-Europe relations, including trade tensions, investment, overcapacity, technology competition, the opportunities for multinational corporates in China, and much more.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.

    The Macro Brief – US rate cuts & spending gluts

    Play Episode Listen Later Sep 12, 2025 14:16


    Ahead of the Federal Reserve's September meeting, US economist Ryan Wang assesses the potential pace of interest rate cuts and the implications of the growing US deficit.Disclaimer: https://www.research.hsbc.com/R/101/CwxmMFVStay 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.

    Under the Banyan Tree – Is a generational investment shift upon us?

    Play Episode Listen Later Sep 11, 2025 17:08


    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.

    Treasury Beyond Borders - Treasury in 2030: India's playbook from UPI to the digital rupee

    Play Episode Listen Later Sep 9, 2025 24:44


    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.

    The Macro Brief – The UK's perfect storm

    Play Episode Listen Later Sep 5, 2025 15:00


    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.

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