HSBC Global Viewpoint: Banking and Markets

Follow HSBC Global Viewpoint: Banking and Markets
Share on
Copy link to clipboard

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

HSBC


    • Nov 14, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 17m AVG DURATION
    • 586 EPISODES


    Search for episodes from HSBC Global Viewpoint: Banking and Markets with a specific topic:

    Latest episodes from HSBC Global Viewpoint: Banking and Markets

    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.

    Under the Banyan Tree – A status update for Vietnam?

    Play Episode Listen Later Sep 4, 2025 16:12


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

    Bridging innovation and resilience: Europe connected

    Play Episode Listen Later Sep 2, 2025 24:10


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

    The new protector: Treasurers' strategic advantage

    Play Episode Listen Later Sep 1, 2025 20:46


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

    The Macro Brief – How AI can mitigate tariff costs

    Play Episode Listen Later Aug 29, 2025 13:44


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

    Under the Banyan Tree – Tariffs, AI and China's fragile rally

    Play Episode Listen Later Aug 28, 2025 20:56


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

    Bond market dynamics in primary and secondary markets

    Play Episode Listen Later Aug 27, 2025 22:24


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

    Under the Banyan Tree – Asia buys Asia

    Play Episode Listen Later Aug 21, 2025 12:30


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

    Treasury Beyond Borders - Gateway to growth: The Middle East's evolving financial ecosystem

    Play Episode Listen Later Aug 19, 2025 27:20


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

    China bond market access

    Play Episode Listen Later Aug 18, 2025 18:55


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

    Under the Banyan Tree – A business cycle with Chinese characteristics

    Play Episode Listen Later Aug 14, 2025 15:27


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

    Perspectives: Low carbon solutions for agriculture and industry

    Play Episode Listen Later Aug 13, 2025 17:57


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

    Credit value and risk in Asian and global markets

    Play Episode Listen Later Aug 11, 2025 16:38


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

    The Macro Brief – Payback time?

    Play Episode Listen Later Aug 8, 2025 14:53


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

    Perspectives: The Middle East's new economy

    Play Episode Listen Later Aug 6, 2025 24:28


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

    Strategic Role of Credit in Private Wealth

    Play Episode Listen Later Aug 4, 2025 16:16


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

    The Macro Brief – Transatlantic tariff truce

    Play Episode Listen Later Aug 1, 2025 13:12


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

    Perspectives: e& – from telco to tech group

    Play Episode Listen Later Jul 30, 2025 21:21


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

    The Macro Brief - Pricing tariff risks

    Play Episode Listen Later Jul 25, 2025 19:00


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

    Claim HSBC Global Viewpoint: Banking and Markets

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel