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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    • Sep 23, 2026 LATEST EPISODE
    • weekdays NEW EPISODES
    • 17m AVG DURATION
    • 698 EPISODES


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    Latest episodes from HSBC Global Viewpoint: Banking and Markets

    Perspectives: The China Equation

    Play Episode Listen Later Sep 23, 2026 12:35


    How is China rebalancing growth, challenge, and opportunity?Dr Frederic Neumann, HSBC's Chief Asia Economist and Co-head of Global Investment Research Asia, is joined by Michael Pettis, Senior Fellow, Carnegie Endowment for International Peace and GlobalSource Partners China Analyst, to discuss the forces shaping China's economic outlook and the challenges and opportunities ahead.Disclaimer: Views of external guest speakers do not represent those of HSBC.

    Redefining Treasury: Blueprint for a truly connected treasury function

    Play Episode Listen Later Sep 23, 2026 37:55


    What does a truly connected treasury look like and how can organisations build one? In this episode, HSBC's Amber Henderson-Smart, Global Head of Client Connectivity, Global Payments Solutions, HSBC and Peter Crawley, Global Head of Corporate Sales, Global Payments Solutions, HSBC explore how evolving client expectations are reshaping connectivity, from choosing the right banking channels to embedding services directly into ERP and TMS workflows.

    Present tense, future perfect: Redefining treasury for the strategic era

    Play Episode Listen Later Sep 22, 2026 25:43


    What does it take for treasury to shape business strategy when uncertainty is a constant? In the opening episode of HSBC's Redefining Treasury podcast series, Manish Kohli, Head of Global Payments Solutions and Vivek Ramachandran, Head of Global Trade Solutions, explore how geopolitical change, shifting trade corridors and technological advances are reshaping treasury's mandate.

    The Macro Brief - India in focus

    Play Episode Listen Later Sep 22, 2026 9:44


    Piers welcomes Chief India Economist Pranjul Bhandari to the studio to discuss the factors shaping India's economic outlook – from its growth resilience to its quest for export competitiveness. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/DlL6wcNStay 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 resilience through a crisis

    Play Episode Listen Later Sep 21, 2026 9:38


    In this episode of Perspectives, HSBC's Kai Fehr speaks with Andreas Meier of Siemens Energy about how a “never waste a crisis” mindset helped the company navigate a demanding period, build resilience, and ultimately contribute to the creation of a risk-sharing framework involving a global consortium and the German government.Watch or listen to find out more.Disclaimer: Views of external guest speakers do not represent those of HSBC.

    Under the Banyan Tree - AI: Debate, direction and Dutch disease

    Play Episode Listen Later Sep 18, 2026 20:46


    Herald welcomes Head of AI and Data Science Mark McDonald to the studio for a wide-ranging conversation on AI, plus Chinese vs US adoption and our reaction to industry leaders calling for greater AI regulation. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/rkmhWXrStay 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 - Top takeaways from HSBC's China Conference

    Play Episode Listen Later Sep 17, 2026 12:34


    Fresh from the annual HSBC China Conference, Herald sits down with Asia Managing Editor Jake Lee to go over the event's hot topics and key discussion points.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/DS9mqFFStay 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

    The Macro Brief - Gold's rollercoaster ride

    Play Episode Listen Later Sep 15, 2026 13:58


    James Steel, Chief Precious Metals Analyst, looks at what's been driving large swings in gold prices this year – and why there could be more volatility 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/DgV6FnCStay 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 - Taking the pulse on medical tourism

    Play Episode Listen Later Sep 15, 2026 15:40


    Fred and Herald welcome Prerna Garg to the studio for a dive into Asia's fast-growing medical tourism segment, which has become a lot more than just popping to Thailand for a check-up.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/csnqB7VStay 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.

    The Macro Brief - Crunch time for US interest rates

    Play Episode Listen Later Sep 14, 2026 17:19


    In our New York studio, Ryan Wang, Dhiraj Narula and Alastair Pinder join Aline van Duyn to discuss the outlook for US interest rates and their implications across bond markets, equities and the broad 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/tqVbrkCStay 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 - What does US Treasury turmoil mean for Asia?

    Play Episode Listen Later Aug 28, 2026 13:50


    With US bond yields in a volatile state, Fred and Herald discuss what's going on, and crucially, what it could mean for companies, markets and economies across Asia.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://grp.hsbc/6056B10T5IStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://grp.hsbc/6059B1vxfh

    Perspectives: Renminbi shift - From potential to practicality

    Play Episode Listen Later Aug 26, 2026 10:56


    Why is the Renminbi (RMB) a strategic choice for institutions?With diversification a key driver, momentum is building in RMB usage across investment, hedging and settlement activities. The next phase reflects a shift from building access to improving usability, due to stronger market infrastructure and expanding digital use cases.HSBC's Asia Head of Institutional Client Group, Oliver Kadhim and Global Head of RMB Internationalisation, Vina Cheung sat down with FinanceAsia to explore its growing role across portfolio diversification, treasury and liquidity management, as well as how institutions can approach the RMB.Watch or listen to find out more.This episode was recorded in July 2026.Disclaimer: Views of external guest speakers do not represent those of HSBC.The Hongkong and Shanghai Banking Corporation Limited (“HSBC”) makes no representation or warranty (express or implied) of any nature nor is any responsibility of any kind accepted with respect to the completeness or accuracy of any information, projection, representation or warranty (expressed or implied) in, or omission from, the contents of the video. No liability is accepted whatsoever for any direct, indirect or consequential loss arising from the use of or reliance on this video.Nothing in this video is intended by HSBC to be construed as financial, legal, accounting, tax and/or other advice. This video does not constitute an offer or solicitation for, or advice that you should enter into or start using, any of HSBC's products and services. HSBC recommends that before you make any decision or take any action that might affect you or your business, you should make your own independent approval of any information contained in this video, and consult with suitably qualified professional advisers to obtain the appropriate financial, legal, accounting, tax and/or other advice.

    Under the Banyan Tree - Fred and Herald's post-summer catch-up

    Play Episode Listen Later Aug 26, 2026 15:08


    Our regular hosts are reunited in the studio after several weeks and there's plenty to catch up on, from AI volatility to shifts in fund flows and the broad macro outlook for Asia.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/ClSprGFStay 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: Inside ADNOC Drilling

    Play Episode Listen Later Aug 25, 2026 10:30


    In this episode of HSBC's Perspectives series, Youssef Salem, Chief Financial Officer, ADNOC Drilling, joins Nabeel Albloushi, HSBC's Head of Markets and Securities Services, MENAT, to discuss growth, resilience, and how ADNOC Drilling is incorporating artificial intelligence into its operations.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council Exchanges Conference in London, in June 2026.Disclaimer: Views of external guest speakers do not represent those of HSBC.

    Under the Banyan Tree - What is Hong Kong's Northern Metropolis?

    Play Episode Listen Later Aug 24, 2026 13:35


    Herald welcomes Michelle Kwok to the studio for a closer look into Hong Kong's highly ambitious, tech-fueled cross-border gateway to mainland China.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/ZFGflXPStay 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

    The Macro Brief - The AI ascendency

    Play Episode Listen Later Aug 17, 2026 15:09


    Following another solid US earnings season, Shiva Joon and Duncan Toms look at what's driving the results, how AI is influencing performance, and the main themes companies are focusing on in their updates.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/qLNqNb6Stay 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.

    The Macro Brief - A turning point for US rates?

    Play Episode Listen Later Aug 10, 2026 15:56


    Ryan Wang and Dhiraj Narula consider the outlook for US interest rates and bond yields against a backdrop of heightened uncertainty.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/kL9gczJStay 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.

    The Macro Brief - Understanding AI cycles

    Play Episode Listen Later Aug 3, 2026 17:52


    Mark McDonald, Head of AI and Data Science, assesses the dominant market narratives around 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/fdLXmWmStay 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 watershed moment for Chinese chipmakers?

    Play Episode Listen Later Aug 3, 2026 15:27


    In the week of CXMT's record-setting IPO, Herald sits down with Frank Lee and Ines Lam to discuss how the company emerged and what its rise could mean for the competitive landscape in Asian memory making.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/BtGcQMxStay 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

    The Macro Brief - Competing US narratives

    Play Episode Listen Later Jul 24, 2026 15:13


    Alastair Pinder, Dhiraj Narula and Saul Martinez assess the tug-of-war behind US equity market performance - from AI capex spend, to higher rates, to the extraordinary earnings cycle for US financials.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/XJNthg6Stay 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 - Samsung's billions and a long hands-free drive

    Play Episode Listen Later Jul 24, 2026 12:44


    Herald returns to the studio alongside Prerna Garg to talk through our latest collection of quirky facts and surprising stats from the world of Asian equities.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/kLqjrLPStay 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

    The Macro Brief - The UK's new team

    Play Episode Listen Later Jul 20, 2026 10:31


    Liz Martins, Senior UK Economist, assesses the state of the UK economy as Andy Burnham prepares to take over as Prime Minister.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/zGPLzBVStay 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 surging demand for Asia's AI Hardware

    Play Episode Listen Later Jul 20, 2026 17:20


    Fred is joined by Ines Lam and Ricky Seo to discuss how the AI boom is remapping Asia's supply chains, why Korea is the undisputed leader in High Bandwidth Memory, and if we are ever likely to satisfy global demand for AI hardware.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/L7qRbm6Stay 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

    The Macro Brief - Competing global forces

    Play Episode Listen Later Jul 10, 2026 12:29


    James Pomeroy and Shanella Rajanayagam look at what the latest data tell us about the global economy and review where key trade negotiations stand.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/Lc6TLCRStay 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 - Critical minerals and the Malacca Strait

    Play Episode Listen Later Jul 10, 2026 13:58


    Fred sits down with Nneka Chike-Obi from our Sustainability Research team to talk strategies for avoiding a potential chokepoint in the Strait of Malacca, which is key to the shipping of critical minerals used in the energy transition.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/MMdPlrQStay 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.

    Under the Banyan Tree - El Niño on the horizon

    Play Episode Listen Later Jul 8, 2026 16:57


    From food price volatility to export restrictions and an energy crunch, Fred Neumann and Jamie Culling discuss the sweeping potential impacts of extreme weather on Asia's economies.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/n7VMWpBStay 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 - Europe's dovish turn?

    Play Episode Listen Later Jul 3, 2026 10:50


    Simon Wells, Chief European Economist, assesses the region's prospects going into the second half of the year and explains why we think rate rises are off the table.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/Q6VnnHqStay 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: The Ares story

    Play Episode Listen Later Jul 1, 2026 22:47


    In this episode of HSBC's Perspectives series, Michael Arougheti, Co-Founder and CEO of Ares, joins Danielle Johnson, HSBC's Global Head of Institutional Client Group, to discuss Ares' origins, the drivers behind its continued expansion, and future opportunities.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong in April 2026. Find out more here: https://www.business.hsbc.com/en-gb/campaigns/global-investment-summitDisclaimer: Views of external guest speakers do not represent those of HSBC.

    The Macro Brief - Looking beyond Hormuz

    Play Episode Listen Later Jun 29, 2026 16:39


    Janet Henry, Global Chief Economist, looks at some of the powerful forces affecting the world economy, while Ali Cakiroglu, Emerging Markets Strategist, assesses the implications for EM investors.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/6xJt9QvStay 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 - Equity league tables with a side of history

    Play Episode Listen Later Jun 29, 2026 12:56


    Herald and his fellow Equity Strategist Perna Garg discuss the rise of Asian stock markets over the past 20+ years, and in one or two cases, a lot longer.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/S9lxxWMStay 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 - The Fed under new management

    Play Episode Listen Later Jun 19, 2026 19:25


    As the Federal Reserve begins a new era with Kevin Warsh at the helm, our team looks at his communication style and how the narrative has changed from potential rate cuts to possible rate hikes.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/P9GGfrpStay 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: Energy, El Niño and economic growth

    Play Episode Listen Later Jun 18, 2026 13:21


    Fred is joined by Chief India Economist Pranjul Bhandari for a wide-ranging look at the various forces shaping India's economic outlook.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/K6fswhrStay 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.business.hsbc.com/en-gb/products/global-research

    The Macro Brief - The ECB's next move

    Play Episode Listen Later Jun 15, 2026 9:10


    Following the European Central Bank's first rate hike for nearly three years, Chris Hare, Senior European Economist, looks at whether there is more tightening to come.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/BgqWLbhStay 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: Orchestrating AI models

    Play Episode Listen Later Jun 15, 2026 17:29


    This episode features Dmitry Shevelenko, Chief Business Officer, Perplexity, in conversation with Stuart Riley, Group Chief Information Officer, HSBC. They explore the speed of change in AI models and what it takes to turn that pace into real commercial value in large enterprises. The conversation covers multi-model orchestration, why data hygiene is an evergreen investment, and how to think about security and adoption as AI moves from tools to agentic workflows.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong in April 2026. Find out more here https://www.business.hsbc.com/en-gb/campaigns/global-investment-summitDisclaimer: Views of external guest speakers do not represent those of HSBC.

    Under the Banyan Tree – Unexpected moves in Asian FX

    Play Episode Listen Later Jun 12, 2026 12:44


    Fred Neumann welcomes Head of Asian FX Research Joey Chew to the podcast to discuss the impact of the energy squeeze on the JPY, what's keeping the RMB on the up and how the KRW has lost steam despite a Korean economy on fire.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/cQr2FpFStay 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 evolution of the London Stock Exchange

    Play Episode Listen Later Jun 10, 2026 25:44


    This episode features Dame Julia Hoggett, CEO, London Stock Exchange, in conversation with Jo Miyake, Head of Banking, Asia and Middle East, HSBC. Together they explore how London is evolving its capital markets proposition – from international connectivity with Asia, to building a funding continuum that supports companies from private growth through to public markets.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Global Investment Summit 2026 in Hong Kong. Find out more https://www.business.hsbc.com/en-gb/campaigns/global-investment-summitDisclaimer: Views of external guest speakers do not represent those of HSBC.

    Perspectives: The confluence of TradFi and DeFi

    Play Episode Listen Later Jun 8, 2026 20:53


    Our latest podcast features Joseph Lubin, Co-Founder of Ethereum and Founder and CEO of Consensys, in conversation with Manish Kohli, Head of Global Payments Solutions, HSBC. They explore how decentralised trust, tokenisation and smart contracts are reshaping finance, from stablecoins and tokenised deposits to real-world assets with digital twins.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Global Investment Summit 2026 in Hong Kong. Find out more https://www.business.hsbc.com/en-gb/campaigns/global-investment-summitDisclaimer: Views of external guest speakers do not represent those of HSBC.

    The Macro Brief – State of US tariffs

    Play Episode Listen Later Jun 5, 2026 13:47


    With the US' 10% global tariff set to expire this July, Shanella Rajanayagam, Trade Economist, looks at which US tariffs are currently in effect - and what could be coming down the line.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/SqFtWMHStay 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 - China's urbanisation 2.0

    Play Episode Listen Later Jun 5, 2026 14:07


    Could spending by migrant workers move the needle for Chinese GDP? Chief China Economist Jing Liu says yes, thanks to a new government policy that broadens the social safety net.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/Sw9nZhhStay 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: Trust and leadership in the age of AI

    Play Episode Listen Later Jun 3, 2026 16:38


    This episode features best-selling author, Malcolm Gladwell, in conversation with Barry O'Byrne, CEO, International Wealth & Premier Banking, HSBC. Together they explore how AI is reshaping human behaviour and the signals we use to decide who and what to trust as humans and AI increasingly co-exist.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Global Investment Summit 2026 in Hong Kong. Find out more https://www.business.hsbc.com/en-gb/campaigns/global-investment-summitDisclaimer: Views of external guest speakers do not represent those of HSBC.Copyright © Malcolm Gladwell 2026, All Rights Reserved

    The Macro Brief – Future healthcare in focus

    Play Episode Listen Later Jun 2, 2026 12:55


    From the rise of anti-obesity drugs to the impact of AI, Rajesh Kumar, Senior Global Life Sciences & Healthcare Analyst, looks at how the global healthcare industry is evolving at pace.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/zWdnMjWStay 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: The new energy system

    Play Episode Listen Later Jun 1, 2026 18:44


    This episode of HSBC's Perspectives series features Christine Healy, CEO of Northland Power, in conversation with Julian Wentzel, HSBC's Group Chief Sustainability Officer. Together, they explore what the new energy system really means in practice, what it will take to build the power infrastructure of the future, and how we can unlock and direct capital towards the projects that matter most.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Global Investment Summit 2026 in Hong Kong. Find out more https://www.business.hsbc.com/en-gb/campaigns/global-investment-summitDisclaimer: Views of external guest speakers do not represent those of HSBC.

    Under the Banyan Tree – Asia remittances: a quiet cost from the Gulf

    Play Episode Listen Later May 28, 2026 11:00


    As Middle East tensions drag on, Herald sits down with Asia Economist Ines Lam to discuss how a slowdown in non-oil industries is affecting Asian households half a world away.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/c7QQWwfStay 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

    Under the Banyan Tree – Shades of '99?

    Play Episode Listen Later May 28, 2026 13:22


    With US bond yields spiking, Herald van der Linde and Prerna Garg discuss how a shift in the rates vs growth balance could play out for Asian equities, which are being buoyed by the AI surge.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/t2FnhldStay 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: Inspiring ambition

    Play Episode Listen Later May 27, 2026 14:01


    This episode of HSBC's Perspectives series features Yie-Hsin Hung, CEO, State Street Investment Management, in conversation with Suzy White, Group COO, HSBC.They discuss how to lead growth in a long-established institution, while staying anchored in a client-focused culture – from inspiring ambition and accelerating innovation, to building operating models that balance near-term client needs with long-term strategy.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong. Read more https://www.business.hsbc.com/en-gb/campaigns/global-investment-summitDisclaimer: Views of external guest speakers do not represent those of HSBC.

    The Macro Brief – Rate rises on the radar

    Play Episode Listen Later May 22, 2026 18:36


    Janet Henry, Global Chief Economist, and Simon Wells, Chief European Economist, look at how central banks are set to react to growing upside risks to inflation and downside risks to growth.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/HKfNpmfStay 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.LINK: https://www.research.hsbc.com/R/20/nxkhh7w

    Perspectives: Tokenisation and trust

    Play Episode Listen Later May 20, 2026 20:48


    This episode of HSBC's Perspectives series features Valérie Urbain, CEO, Euroclear. In conversation with Adam Bothamley, Global Head of Debt Capital Markets, HSBC, Valérie shares her perspective on what it will take for tokenisation to scale in global capital markets. They discuss the importance of interoperability, the role of regulation in enabling innovation without fragmentation, and practical use cases.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong in April 2026. Find out more https://www.business.hsbc.com/en-gb/campaigns/global-investment-summitDisclaimer: Views of external guest speakers do not represent those of HSBC.

    The Macro Brief – Three eye-opening AI stats

    Play Episode Listen Later May 15, 2026 16:38


    Alastair Pinder, Head EM and Global Equity Strategist, explores how artificial intelligence is driving stock markets to record highs - even amidst a global energy shock.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/VDkSBhnStay 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 – US, China and more chocolate cake?

    Play Episode Listen Later May 15, 2026 13:02


    As Presidents Trump and Xi prepare to meet face-to-face in Beijing, Fred and Herald ask Chief China Economist Jing Liu what she'll be looking out for during the summit.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/RqbqnFpStay 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 rewiring of global trade

    Play Episode Listen Later May 13, 2026 21:15


    How is the global trade landscape evolving and what does it mean for businesses navigating uncertainty?In the latest episode of HSBC Perspectives, trade expert Ambassador Michael Froman, President of the Council on Foreign Relations, speaks with Michael Roberts, HSBC's CEO of Corporate and Institutional Banking, about how policy shifts, geopolitics and resilience priorities are reshaping trade and supply chains.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong in April 2026Find out more here https://www.business.hsbc.com/en-gb/campaigns/global-investment-summitDisclaimer: Views of external guest speakers do not represent those of HSBC.

    Perspectives: Unpacking the global coffee market with DRWakefield

    Play Episode Listen Later May 12, 2026 11:29


    HSBC's Global Head of Trade Solutions, Vivek Ramachandran, sits down with DRWakefield's Managing Director Terry Sparling to unpack what's reshaping the global coffee market right now. From tariffs and trade disruption to price volatility and supply chain pressure, they explore what it means for businesses on the ground - and how HSBC can help clients stay resilient and keep trade moving through uncertainty.Watch or listen to find out more.Disclaimer: Views of external guest speakers do not represent those of HSBC.

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