HSBC Global Viewpoint

Perspectives: From innovation to interoperability

Wed, 14 Oct 2026 13:00:00 -0000

In this Perspectives episode, Manish Kohli and Swift’s Thierry Chilosi explore how interoperability can help different forms of digital money work together safely and at scale - giving clients greater insight, transparency and certainty when making payments.

Watch or listen to find out more.

This episode was recorded on the sidelines of Sibos 2026 in Miami.

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Under the Banyan Tree - Will Asian central banks follow the Fed?

HSBC Zencastr — Tue, 06 Oct 2026 05:03:53 -0000

A week on from the first US interest rate hike since 2023, Herald and Fred discuss how ripple effects could play out in Asia, and how varied central bank action can be throughout the region.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/xrcSxDF

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Redefining Treasury: The New Rails for Real-Time Treasury

HSBC Zencastr — Sun, 04 Oct 2026 19:49:34 -0000

Tokenised deposits are moving beyond experimentation to solve real treasury challenges. In this episode of Redefining Treasury Series, HSBC and Ant International discuss how digital bank money enables 24/7 cross-border liquidity, faster FX settlement, real-time investment and seamless vendor payments. Lewis Sun, Head of Digital Currencies, HSBC, Selene Chong, Head of Digital Assets, HSBC and Kelvin Lee, General Manager of Platform Tech at Ant International discuss the practical differences between tokenised deposits, stablecoins and CBDCs, as well as the importance of regulatory clarity, interoperability.

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Perspectives: The China Equation

HSBC Zencastr — Wed, 23 Sep 2026 11:33:49 -0000

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

HSBC Zencastr — Wed, 23 Sep 2026 08:01:21 -0000

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

HSBC Zencastr — Tue, 22 Sep 2026 06:54:58 -0000

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

HSBC Zencastr — Tue, 22 Sep 2026 01:53:30 -0000

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/DlL6wcN

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Perspectives: Building resilience through a crisis

HSBC Zencastr — Mon, 21 Sep 2026 09:48:11 -0000

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

HSBC Zencastr — Fri, 18 Sep 2026 11:20:09 -0000

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/rkmhWXr

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Under the Banyan Tree - Top takeaways from HSBC's China Conference

HSBC Zencastr — Thu, 17 Sep 2026 10:48:36 -0000

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/DS9mqFF

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The Macro Brief - Gold's rollercoaster ride

HSBC Zencastr — Tue, 15 Sep 2026 11:29:08 -0000

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/DgV6FnC

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Under the Banyan Tree - Taking the pulse on medical tourism

HSBC Zencastr — Tue, 15 Sep 2026 02:45:54 -0000

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/csnqB7V

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The Macro Brief - Crunch time for US interest rates

HSBC Zencastr — Mon, 14 Sep 2026 08:45:39 -0000

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/tqVbrkC

Under the Banyan Tree - What does US Treasury turmoil mean for Asia?

HSBC Zencastr — Fri, 28 Aug 2026 13:34:22 -0000

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/6056B10T5I

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Perspectives: Renminbi shift - From potential to practicality

HSBC Zencastr — Wed, 26 Aug 2026 10:33:00 -0000

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

HSBC Zencastr — Wed, 26 Aug 2026 09:23:40 -0000

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/ClSprGF

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Perspectives: Inside ADNOC Drilling

HSBC Zencastr — Tue, 25 Aug 2026 14:10:21 -0000

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?

HSBC Zencastr — Mon, 24 Aug 2026 11:28:56 -0000

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/ZFGflXP

The Macro Brief - The AI ascendency

HSBC Zencastr — Mon, 17 Aug 2026 11:39:01 -0000

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/qLNqNb6

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The Macro Brief - A turning point for US rates?

HSBC Zencastr — Mon, 10 Aug 2026 10:30:43 -0000

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/kL9gczJ

The Macro Brief - Understanding AI cycles

HSBC Zencastr — Mon, 03 Aug 2026 02:46:34 -0000

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/fdLXmWm

Under the Banyan Tree - A watershed moment for Chinese chipmakers?

HSBC Zencastr — Mon, 03 Aug 2026 01:26:33 -0000

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/BtGcQMx

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The Macro Brief - Competing US narratives

HSBC Zencastr — Fri, 24 Jul 2026 15:30:13 -0000

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/XJNthg6

Under the Banyan Tree - Samsung's billions and a long hands-free drive

HSBC Zencastr — Fri, 24 Jul 2026 08:37:51 -0000

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/kLqjrLP

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The Macro Brief - The UK's new team

HSBC Zencastr — Mon, 20 Jul 2026 09:07:02 -0000

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/zGPLzBV

Under the Banyan Tree - The surging demand for Asia's AI Hardware

HSBC Zencastr — Mon, 20 Jul 2026 09:00:41 -0000

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/L7qRbm6

The Macro Brief - Competing global forces

HSBC Zencastr — Fri, 10 Jul 2026 15:07:39 -0000

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/Lc6TLCR

Under the Banyan Tree - Critical minerals and the Malacca Strait

HSBC Zencastr — Fri, 10 Jul 2026 03:02:07 -0000

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/MMdPlrQ

Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

Under the Banyan Tree - El Niño on the horizon

HSBC Zencastr — Wed, 08 Jul 2026 09:56:30 -0000

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/n7VMWpB

Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

The Macro Brief - Europe's dovish turn?

HSBC Zencastr — Fri, 03 Jul 2026 12:31:16 -0000

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/Q6VnnHq

Perspectives: The Ares story

HSBC Zencastr — Wed, 01 Jul 2026 11:01:43 -0000

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-summit

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief - Looking beyond Hormuz

HSBC Zencastr — Mon, 29 Jun 2026 14:07:48 -0000

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/101/6xJt9Qv

Under the Banyan Tree - Equity league tables with a side of history

HSBC Zencastr — Mon, 29 Jun 2026 13:33:50 -0000

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/S9lxxWM

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The Macro Brief - The Fed under new management

HSBC Zencastr — Fri, 19 Jun 2026 12:41:19 -0000

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/P9GGfrp

Under the Banyan Tree - India: Energy, El Niño and economic growth

HSBC Zencastr — Thu, 18 Jun 2026 18:59:40 -0000

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/K6fswhr

Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here:https://www.business.hsbc.com/en-gb/products/global-research

The Macro Brief - The ECB's next move

HSBC Zencastr — Mon, 15 Jun 2026 16:16:58 -0000

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/BgqWLbh

Perspectives: Orchestrating AI models

HSBC Zencastr — Mon, 15 Jun 2026 10:56:16 -0000

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-summit

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Under the Banyan Tree – Unexpected moves in Asian FX

HSBC Zencastr — Fri, 12 Jun 2026 13:43:25 -0000

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/cQr2FpF

Perspectives: The evolution of the London Stock Exchange

HSBC Zencastr — Wed, 10 Jun 2026 09:26:28 -0000

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-summit

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Perspectives: The confluence of TradFi and DeFi

HSBC Zencastr — Mon, 08 Jun 2026 09:09:39 -0000

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-summit

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – State of US tariffs

HSBC Zencastr — Fri, 05 Jun 2026 10:03:43 -0000

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/SqFtWMH

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Under the Banyan Tree - China's urbanisation 2.0

HSBC Zencastr — Fri, 05 Jun 2026 09:00:38 -0000

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/Sw9nZhh

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Perspectives: Trust and leadership in the age of AI

HSBC Zencastr — Wed, 03 Jun 2026 10:58:37 -0000

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-summit

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – Future healthcare in focus

HSBC Zencastr — Tue, 02 Jun 2026 10:32:15 -0000

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/zWdnMjW

Perspectives: The new energy system

HSBC Zencastr — Mon, 01 Jun 2026 11:01:47 -0000

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-summit

Disclaimer: Views of external guest speakers do not represent those of HSBC.

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

HSBC Zencastr — Thu, 28 May 2026 14:04:36 -0000

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/c7QQWwf

Under the Banyan Tree – Shades of '99?

HSBC Zencastr — Thu, 28 May 2026 13:54:12 -0000

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/t2Fnhld

Perspectives: Inspiring ambition

HSBC Zencastr — Wed, 27 May 2026 10:55:31 -0000

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-summit

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – Rate rises on the radar

HSBC Zencastr — Fri, 22 May 2026 15:52:23 -0000

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/HKfNpmf

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LINK: https://www.research.hsbc.com/R/20/nxkhh7w

Perspectives: Tokenisation and trust

HSBC Zencastr — Wed, 20 May 2026 10:55:38 -0000

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-summit

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – Three eye-opening AI stats

HSBC Zencastr — Fri, 15 May 2026 16:15:17 -0000

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/VDkSBhn

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Under the Banyan Tree – US, China and more chocolate cake?

HSBC Zencastr — Fri, 15 May 2026 15:50:26 -0000

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/RqbqnFp

Perspectives: The rewiring of global trade

HSBC Zencastr — Wed, 13 May 2026 11:16:47 -0000

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 2026

Find out more here https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Perspectives: Unpacking the global coffee market with DRWakefield

HSBC Zencastr — Tue, 12 May 2026 13:14:35 -0000

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.

Perspectives: Beyond the dollar

HSBC Zencastr — Mon, 11 May 2026 10:54:33 -0000

This episode features Kenneth Rogoff, Professor at Harvard University and former Chief Economist at the International Monetary Fund, in conversation with Volkan Benihasim, HSBC’s Global Head of Macro – FX, Rates and Commodities. They explore the evolution of dollar dominance and what could shape the next chapter – from central bank independence and fiscal discipline to the rise of the renminbi and digital finance.

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-summit

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – Containers and crude

HSBC Zencastr — Fri, 08 May 2026 11:36:43 -0000

With the US and Iran reportedly edging towards a deal, Kim Fustier and Shanella Rajanayagam consider the implications of the conflict on oil prices and global 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/KDq7X9G

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Perspectives: The age of abundance

HSBC Zencastr — Wed, 06 May 2026 10:54:24 -0000

Economist, author and former White House advisor, Dr. Pippa Malmgren, joins Zoë Knight, HSBC’s Global Head of Sustainability Research and Integration. Together, they explore how frontier climate technologies could shift us from a mindset of scarcity to an “age of abundance” – from space-based solar power and wireless energy transmission that could bypass grid constraints, to the “new nuclear” and advanced materials that may accelerate the energy transition.

Watch or listen to find out more.

This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong. Find out more https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – What will a Warsh Fed look like?

HSBC Zencastr — Mon, 04 May 2026 10:51:13 -0000

In this US special, Ryan Wang, Dhiraj Narula and Saul Martinez look at what’s next for the Federal Reserve, the impact of recent supply shocks, and how consumers are showing resilience despite rising costs.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/KDq7X9G

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Under the Banyan Tree - How is China using agentic AI?

HSBC Zencastr — Thu, 30 Apr 2026 14:04:09 -0000

Herald van der Linde talks to Charlene Liu, Head of China Internet Research, about the next phase in the global AI boom and how it's being implemented and monetised in 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/h6Pmvxq

Perspectives: Inside the Fed

HSBC Zencastr — Wed, 29 Apr 2026 10:48:00 -0000

This episode of HSBC’s Perspectives series features Dr Janet Yellen, former Chair of the US Federal Reserve and former US Treasury Secretary. In-conversation with Janet Henry, Global Chief Economist, HSBC, Dr Yellen shares her views on the global economic impact of the conflict in the Middle East, including what it could mean for inflation, growth and monetary policy. Drawing on her own experience, she offers a rare look inside the workings of the Federal Reserve FOMC and shares her views on possible disinflation from AI-driven productivity growth and the challenges facing US fiscal policy.

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-summit

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Perspectives: Energy shocks and security

HSBC Zencastr — Mon, 27 Apr 2026 11:00:00 -0000

Energy markets are facing an extraordinary supply shock. Amos Hochstein, Managing Partner at TWG Global and former White House Senior Advisor, joins HSBC Senior Economic Adviser, Stephen King, in this video podcast to discuss what this major disruption to energy flows could mean for global supply chains, inflation, economic resilience and the energy transition.

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-summit

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Under the Banyan Tree – Behind one of the biggest rallies we've ever seen

HSBC Zencastr — Fri, 24 Apr 2026 14:57:26 -0000

Herald welcomes fellow equity strategist Prerna Garg to the studio to dissect the massive rally and white-knuckle volatility that Korean stocks have seen in recent times.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/20/rH7BNLm

The Macro Brief – Fuel, food and fertilisers

HSBC Zencastr — Fri, 24 Apr 2026 14:33:10 -0000

Paul Bloxham examines how the Middle East conflict is constraining a wide range of commodities, and explains why Australia and New Zealand’s policymakers face a tricky time 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/cKXK66p

The Macro Brief – Talking points from the HSBC Global Investment Summit

HSBC Zencastr — Fri, 17 Apr 2026 10:04:44 -0000

From the future of globalisation to growth opportunities and monetary policy, Murat Ulgen, Global Head of Macro Strategy, joins Piers Butler to discuss the key takeaways from this year’s event in Hong Kong.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/wLzbl9m

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Under the Banyan Tree – From the gas station to the stock exchange

HSBC Zencastr — Fri, 17 Apr 2026 09:51:11 -0000

Herald and Fred make their way through our quarterly stack of quirky facts 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/JNKSNTK

Under the Banyan Tree – Get ready for a LOT of driverless cars in China

HSBC Zencastr — Fri, 10 Apr 2026 14:31:28 -0000

Head of China Autos Research Yuqian Ding joins Fred and Herald to give her outlook on the explosive growth of autonomous driving in 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/Gnvj2NQ

The Macro Brief – Tracking economic disruption

HSBC Zencastr — Fri, 10 Apr 2026 14:28:04 -0000

James Pomeroy looks at whether the latest data can give us any clues about how the Iran conflict is impacting the global economy, while Pranjul Bhandari assesses the implications for India.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/zTfjHKk

Stay connected and access free to view reports and videos from HSBC Global Investment Research. Follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research

The Macro Brief – The dollar bounces back

HSBC Zencastr — Thu, 02 Apr 2026 13:25:41 -0000

Paul Mackel, Global Head of FX Research, looks at how the currency markets have reacted to geopolitical tensions.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/WsVqFks

Under the Banyan Tree – Asia's financial systems: The Middle East stress test

HSBC Zencastr — Thu, 02 Apr 2026 11:53:45 -0000

With record outflows from Asian stock markets and currencies feeling the pinch, Fred and Herald discuss how the region is relatively well positioned to ride out the volatility caused by the Middle East conflict.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/dhmHSSR

The Macro Brief – Shock to the system

HSBC Zencastr — Fri, 27 Mar 2026 10:31:27 -0000

Janet Henry, Global Chief Economist, looks at what the unprecedented energy shock means for the 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/qQcrkHB

Under the Banyan Tree – Energy crisis: a green light for renewables?

HSBC Zencastr — Thu, 26 Mar 2026 10:47:01 -0000

As the global energy crisis intensifies, Fred and Herald welcome Nneka Chike-Obi to the podcast to discuss whether the situation could breathe new life into renewables in 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/fnh6gsr

The Macro Brief – Testing emerging market resilience

HSBC Zencastr — Fri, 20 Mar 2026 10:20:00 -0000

Murat Ulgen and Ali Cakiroglu look at whether geopolitical developments have dampened investor sentiment towards emerging market assets.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/HDtKZRk

Under the Banyan Tree – South Asia Spotlight: Sri Lanka and Bangladesh

HSBC Zencastr — Thu, 19 Mar 2026 10:36:03 -0000

Economists Ines Lam and Aayushi Chaudhary join Fred for a broad discussion on two fast-growing Asian economies that don't get talked about enough.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/QM7HBW9

Treasury Beyond Borders - When markets move: How treasurers stay ahead

HSBC Zencastr — Wed, 18 Mar 2026 10:10:32 -0000

In this episode, Rahul Badhwar, Global Head of Corporate Sales, Markets and Securities Services, HSBC, joins Eleanor Hill, Editor at TMI, to explore practical strategies for risk management, stress-testing risk frameworks, and leveraging AI for thorough, reliable forecasting. Tune in to hear how treasurers can build resilience, protect margins, and navigate uncertainty in today’s fast-moving markets.

Disclaimers:

This podcast is based on insights gathered from a survey conducted prior to the onset of conflict in Iran. Please be aware that certain market conditions discussed may have since changed.

This podcast is intended as marketing material based on survey findings and should not be considered financial advice.

Views of external guest speakers do not represent those of HSBC.

The Macro Brief – LatAm's moment?

HSBC Zencastr — Fri, 13 Mar 2026 11:27:53 -0000

Joseph Incalcaterra, Daniel Lavarda and Jose Carlos Sanchez from our LatAm team look at what’s behind the pick-up in investor interest in the region.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/7FrWTv2

Under the Banyan Tree – The unintended consequences of conflict

HSBC Zencastr — Thu, 12 Mar 2026 11:08:51 -0000

As the world's eyes remain on the Middle East, Fred and Herald discuss the second round economic effects of events and how they reverberate in 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/b6LJQSV

The Macro Brief – The Middle East: energy and shipping

HSBC Zencastr — Thu, 05 Mar 2026 12:02:08 -0000

Kim Fustier and Parash Jain look at what the Middle East conflict means for oil and gas prices, transport and logistics.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/S2t9LFw

Under the Banyan Tree – What Middle Eastern oil means for Asia

HSBC Zencastr — Wed, 04 Mar 2026 14:24:23 -0000

With events in the Gulf reverberating globally, Herald and Fred discuss Asia's reliance on oil from the Middle East and what price changes could mean for various parts of the economy.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/7twPV9j

The Macro Brief – What do Europe and the weather have in common?

HSBC Zencastr — Fri, 27 Feb 2026 10:27:25 -0000

Liz Martins, Senior UK Economist, looks at whether a pick-up in the latest data marks a turning point for Europe’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/hHnMpXx

Under the Banyan Tree – How to read a record-breaking CNY

HSBC Zencastr — Thu, 26 Feb 2026 10:21:48 -0000

Back from the Chinese New Year break, Fred welcomes Chief China Economist Jing Liu and Head of A-share Consumer Research Kathy Song to the podcast to talk holiday spending in Asia's top economy.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/20/wT2k7f6

Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

The Macro Brief – The USD's struggle

HSBC Zencastr — Fri, 20 Feb 2026 10:43:12 -0000

Paul Mackel, Global Head of FX Research, looks at what’s causing USD weakness and which currencies could stand to benefit.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/rdpJ66b

Under the Banyan Tree – China's silver spenders

HSBC Zencastr — Thu, 19 Feb 2026 10:24:14 -0000

Herald and Fred dive into the world of Chinese demographics, discussing the effects of an aging population on spending trends and the wider economy.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/ztJvBkx

Perspectives: Navigating sustainable infrastructure transition with Grupo Mexico

HSBC Zencastr — Mon, 16 Feb 2026 13:11:06 -0000

Irma Potes, Director of Community Outreach, Grupo Mexico, Paulina Serrano, Deputy Director of Sustainability, Grupo Mexico, joins Natalie Blyth, Global Head of Sustainable Finance & Transition, HSBC and Jose Carlos Sanchez, Mexico Chief Economist, HSBC Global Investment Research, to discuss Grupo Mexico's innovative approach to sustainability transition as well as their impact on communities and the environment.

This episode was recorded on 16 October 2025.

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – Can AI replace software?

HSBC Zencastr — Fri, 13 Feb 2026 10:35:58 -0000

Stephen Bersey, Head of US Technology Research, looks at whether fears that artificial intelligence could upend the business modes of software vendors are justified.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/bHdRBbG

Under the Banyan Tree – Can Vietnam hit its own high targets?

HSBC Zencastr — Thu, 12 Feb 2026 12:17:52 -0000

Fred welcomes Senior ASEAN Economist Yun Liu to the podcast to talk Vietnam's lofty economic goals and whether a growth target of at least 10% year-on-year is achievable.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/kGTvZk9

The Macro Brief – From Frankfurt to Threadneedle Street

HSBC Zencastr — Fri, 06 Feb 2026 11:13:35 -0000

The economics team takes over the studio this week, with Chris Hare, Liz Martins and Fabio Balboni discussing the latest Bank of England and ECB meetings.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/qtZPtrS

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Under the Banyan Tree – Japan heads to the polls

HSBC Zencastr — Thu, 05 Feb 2026 13:08:19 -0000

As Japan gears up for a general election, Fred and Herald discuss what the outcome could mean for Asia's second-largest economy, and why the world is taking notice.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/t9TcRsm

The Macro Brief – The Fed in focus

HSBC Zencastr — Fri, 30 Jan 2026 11:37:55 -0000

Ryan Wang, US Economist, and Dhiraj Narula, US Rates Strategist, look at the key issues facing the Federal Reserve this year.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/JlBXX6F

Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

Under the Banyan Tree – Anatomy of an Asian retail investor

HSBC Zencastr — Thu, 29 Jan 2026 13:11:22 -0000

Herald welcomes fellow Asia Equity Strategist Prerna Garg to the studio to discuss the role of retail investors in the region, how they're reshaping the investment landscape and where they're choosing to put their money.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/C9DGRGr

Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

Perspectives: Driving sustainability through social impact at Alpura

HSBC Zencastr — Tue, 27 Jan 2026 17:04:46 -0000

Paola Correa, Sustainability and Social Responsibility Manager, Alpura, joins Diego Spannaus, Head of Sustainable Finance and Transition, Latin America, HSBC, to explore Alpura's sustainability journey and discover how the company is driving a sustainable future in Mexico's dairy industry. The conversation highlights innovative strategies in reducing emissions, promoting gender equality, and driving social responsibility.

This episode was recorded on 16 October 2025.

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – The case for emerging markets

HSBC Zencastr — Fri, 23 Jan 2026 14:27:48 -0000

Following a standout 2025, Ali Cakiroglu, Emerging Markets Strategist, looks at the drivers for EM assets in 2026.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/KbNBtFl

Under the Banyan Tree – Commodities: Behind the headlines

HSBC Zencastr — Thu, 22 Jan 2026 10:26:15 -0000

With geopolitics, the energy transition and changing investor preferences all affecting the price of commodities right now, Fred welcomes Paul Bloxham, Chief Economist for Global Commodities to the podcast.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/srWTwj9

The Macro Brief – Global tech trends

HSBC Zencastr — Fri, 16 Jan 2026 10:14:27 -0000

From the latest innovations to the investment strategies of big tech giants, Nicolas Cote-Colisson, Head of Global Tech Platforms Research, outlines what to watch out for in the tech sector this year.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/CzkHXhS

Under the Banyan Tree – China: what to watch in 2026

HSBC Zencastr — Thu, 15 Jan 2026 12:34:31 -0000

Fred and Herald are joined by Chief China Economist Jing Liu to discuss the major talking points for Chinese markets and economics in the Year of the Horse.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/xvClCkS

The Macro Brief – The global economy in 2026

HSBC Zencastr — Fri, 09 Jan 2026 11:10:55 -0000

From inflation and monetary policy to trade and AI, Janet Henry, Global Chief Economist, looks at the factors set to shape the world economy this year.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/tL9dgcP

Under the Banyan Tree – Reading the tea leaves in 2026

HSBC Zencastr — Thu, 08 Jan 2026 10:17:00 -0000

Fred and Herald kick off 2026 with a round-up of what we think could be the highlights for Asian markets and economics in 2026.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/7XdVKcJ

Perspectives: Mapping the future of Asia's ETF market

HSBC Zencastr — Wed, 07 Jan 2026 16:55:07 -0000

Ding Chen, CEO, CSOP Asset Management, joins Oliver Kadhim, Head of the Institutional Client Group, Asia, HSBC, on our latest podcast episode to delve into what’s driving the momentum in Asia’s ETF market and the risks associated with this change.

This episode was recorded on 14 October 2025.

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Perspectives: Decarbonising in action with Heineken Mexico

HSBC Zencastr — Mon, 22 Dec 2025 11:52:27 -0000

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

HSBC Zencastr — Fri, 19 Dec 2025 11:32:43 -0000

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/101/9Qd66km

Under the Banyan Tree – 2025: Expectation vs reality

HSBC Zencastr — Thu, 18 Dec 2025 10:34:35 -0000

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/H7jvjLS

Perspectives: An ASEAN agritech's growth journey

HSBC Zencastr — Mon, 15 Dec 2025 11:52:47 -0000

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

HSBC Zencastr — Fri, 12 Dec 2025 12:52:37 -0000

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/mVlwHgW

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

HSBC Zencastr — Thu, 11 Dec 2025 10:49:46 -0000

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/qKmt7KV

Perspectives: Transforming insurance and asset servicing in Hong Kong

HSBC Zencastr — Wed, 10 Dec 2025 13:43:26 -0000

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

HSBC Zencastr — Mon, 08 Dec 2025 15:01:50 -0000

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?

HSBC Zencastr — Fri, 05 Dec 2025 11:16:51 -0000

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/DkgSvdV

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

HSBC Zencastr — Thu, 04 Dec 2025 13:56:23 -0000

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/vH9rXCW

Perspectives: India's innovation boom

HSBC Zencastr — Tue, 02 Dec 2025 14:53:29 -0000

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

HSBC Zencastr — Fri, 28 Nov 2025 20:03:02 -0000

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/c6DrlPx

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

HSBC Zencastr — Thu, 27 Nov 2025 09:50:39 -0000

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/QrL2kKQ

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

HSBC Zencastr — Tue, 25 Nov 2025 12:54:24 -0000

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

HSBC Zencastr — Tue, 25 Nov 2025 11:15:07 -0000

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/wvPzpMC

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

HSBC Zencastr — Mon, 24 Nov 2025 14:33:41 -0000

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

HSBC Zencastr — Fri, 21 Nov 2025 11:07:15 -0000

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/mFbXLNm

Perspectives: Building the treasury of the future

HSBC Zencastr — Wed, 19 Nov 2025 15:44:15 -0000

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

HSBC Zencastr — Fri, 14 Nov 2025 12:02:22 -0000

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/HJJQchf

Under the Banyan Tree – Luxury unboxed with Erwan Rambourg

HSBC Zencastr — Thu, 13 Nov 2025 10:15:54 -0000

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/gdmsgks

Perspectives: Navigating tariff tensions

HSBC Zencastr — Mon, 10 Nov 2025 14:46:18 -0000

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

HSBC Zencastr — Fri, 07 Nov 2025 09:53:08 -0000

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/P2FgHBq

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

HSBC Zencastr — Thu, 06 Nov 2025 11:28:36 -0000

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/Hm6nMSq

The Macro Brief – Rates, shutdowns and bubbles

HSBC Zencastr — Fri, 31 Oct 2025 11:55:03 -0000

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/xfXR9xh

Under the Banyan Tree – ASEAN's tariff advantage

HSBC Zencastr — Thu, 30 Oct 2025 11:40:44 -0000

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/W9vcfSd

Perspectives: A unique insight on China's healthcare sector

HSBC Zencastr — Wed, 29 Oct 2025 11:46:09 -0000

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

HSBC Zencastr — Fri, 24 Oct 2025 09:28:19 -0000

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/CXgtlpn

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

HSBC Zencastr — Thu, 23 Oct 2025 10:14:42 -0000

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/zJCkN77

The Macro Brief – Tech supremacy

HSBC Zencastr — Fri, 17 Oct 2025 09:37:06 -0000

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/B6KLVmt

Under the Banyan Tree – Getting the boring stuff right

HSBC Zencastr — Thu, 16 Oct 2025 13:39:33 -0000

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/dxd6clm

Spotlight on the Global Trade Landscape

HSBC Zencastr — Tue, 14 Oct 2025 09:08:23 -0000

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

HSBC Zencastr — Mon, 13 Oct 2025 11:27:29 -0000

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

HSBC Zencastr — Fri, 10 Oct 2025 08:52:09 -0000

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/NBdxbGK

Under the Banyan Tree – A macro whip round the region

HSBC Zencastr — Thu, 09 Oct 2025 10:33:12 -0000

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/xglRmRg

Perspectives: China's luxury consumption

HSBC Zencastr — Mon, 06 Oct 2025 09:58:15 -0000

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

HSBC Zencastr — Fri, 03 Oct 2025 09:15:50 -0000

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/nFbhDKS

Under the Banyan Tree – Commodities in context

HSBC Zencastr — Thu, 02 Oct 2025 15:25:09 -0000

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/S9wjzKP

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

HSBC Zencastr — Wed, 01 Oct 2025 15:44:21 -0000

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.

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: The rise of AI robotics

HSBC Zencastr — Mon, 29 Sep 2025 15:20:24 -0000

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

HSBC Zencastr — Fri, 26 Sep 2025 11:45:50 -0000

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/smqScSg

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

HSBC Zencastr — Thu, 25 Sep 2025 09:19:09 -0000

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/lTWL7T7

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

HSBC Zencastr — Tue, 23 Sep 2025 11:07:17 -0000

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

HSBC Zencastr — Mon, 22 Sep 2025 10:00:49 -0000

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

HSBC Zencastr — Fri, 19 Sep 2025 10:15:32 -0000

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/rQFq99n

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

HSBC Zencastr — Fri, 19 Sep 2025 09:58:24 -0000

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/101/6gbsHL7

Perspectives: China's economic relationship with the West

HSBC Zencastr — Wed, 17 Sep 2025 10:01:12 -0000

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

HSBC Zencastr — Fri, 12 Sep 2025 11:39:34 -0000

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/CwxmMFV

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

HSBC Zencastr — Thu, 11 Sep 2025 11:16:48 -0000

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/101/7WnBPrD

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

HSBC Zencastr — Tue, 09 Sep 2025 09:07:49 -0000

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

HSBC Zencastr — Fri, 05 Sep 2025 09:22:13 -0000

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/kMkgkSP

Under the Banyan Tree – A status update for Vietnam?

HSBC Zencastr — Thu, 04 Sep 2025 09:29:00 -0000

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/pxpfNfB

Bridging innovation and resilience: Europe connected

HSBC Zencastr — Tue, 02 Sep 2025 13:49:53 -0000

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

HSBC Zencastr — Mon, 01 Sep 2025 11:38:12 -0000

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-advantage

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-conference

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – How AI can mitigate tariff costs

HSBC Zencastr — Fri, 29 Aug 2025 09:25:09 -0000

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/PJdHSbT

Stay 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

HSBC Zencastr — Thu, 28 Aug 2025 09:49:35 -0000

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/SFrjHVv

Bond market dynamics in primary and secondary markets

HSBC Zencastr — Wed, 27 Aug 2025 09:45:21 -0000

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-conference

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Under the Banyan Tree – Asia buys Asia

HSBC Zencastr — Thu, 21 Aug 2025 10:17:10 -0000

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/lwPtFxq

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

HSBC Zencastr — Tue, 19 Aug 2025 08:49:57 -0000

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

HSBC Zencastr — Mon, 18 Aug 2025 13:15:06 -0000

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-conference

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Under the Banyan Tree – A business cycle with Chinese characteristics

HSBC Zencastr — Thu, 14 Aug 2025 08:43:16 -0000

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/dGRXDLn

Perspectives: Low carbon solutions for agriculture and industry

HSBC Zencastr — Wed, 13 Aug 2025 10:41:36 -0000

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-gcc

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Credit value and risk in Asian and global markets

HSBC Zencastr — Mon, 11 Aug 2025 10:15:05 -0000

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-conference

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – Payback time?

HSBC Zencastr — Fri, 08 Aug 2025 10:00:25 -0000

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/zDWvnwS

Perspectives: The Middle East's new economy

HSBC Zencastr — Wed, 06 Aug 2025 10:37:27 -0000

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-gcc

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – Transatlantic tariff truce

HSBC Zencastr — Fri, 01 Aug 2025 14:07:55 -0000

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/wxSxzmw

Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here https://www.gbm.hsbc.com/en-gb/campaigns/global-research

Perspectives: e& – from telco to tech group

HSBC Zencastr — Wed, 30 Jul 2025 12:57:10 -0000

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

HSBC Zencastr — Fri, 25 Jul 2025 10:32:19 -0000

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/H9vWhSr

Stay connected and access free to view reports and videos from HSBC Global Investment Research - follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here https://www.gbm.hsbc.com/campaigns/global-research

Under the Banyan Tree - China EVs: cost, competition and karaoke machines

HSBC Zencastr — Thu, 24 Jul 2025 13:08:26 -0000

Fred Neumann sits down with Head of China Autos research Yuqian Ding to talk all things EV in China, from scale and competition to autonomous driving and tank turns. Disclaimer: https://www.research.hsbc.com/R/101/DXgQnBt

Perspectives: Emerging Markets – new dynamics

HSBC Zencastr — Wed, 23 Jul 2025 14:11:42 -0000

What’s unique about Emerging Markets and what themes should investors be paying attention to? Polina Kurdyavko, Head of BlueBay Emerging Markets, joins Craig Kussel, HSBC’s Head of Emerging Markets Macro Sales – UK, South Africa and Israel, for a discussion about the risks and opportunities across Emerging Markets against a dynamic backdrop, where investors are seeking diversification.

Watch or listen to find out more.

This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in London on 18 June 2025.

Read more about the GCC conference here https://www.business.hsbc.com/en-gb/campaigns/hsbc-gulf-cooperation-council-conference-gcc

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – What bananas are telling us about the global economy

HSBC Zencastr — Fri, 18 Jul 2025 07:46:47 -0000

Against a backdrop of continuing uncertainty, James Pomeroy, Global Economist, explains whether the latest data – and the price of bananas - provide any clues about state of the economy.

Disclaimer: https://www.research.hsbc.com/R/101/6dKvcRB

Under the Banyan Tree - The economists' guide to summer in Asia

HSBC Zencastr — Thu, 17 Jul 2025 12:22:22 -0000

Fred Neumann is joined by fellow Asia economists Erin Xin, Aris Dacanay and Justin Feng for a look at the key economic and political events coming up in the region in the next few months. Disclaimer: https://www.research.hsbc.com/R/101/MNXDdMq

Perspectives: The Emerging Markets value proposition

HSBC Zencastr — Wed, 16 Jul 2025 11:30:00 -0000

Following an eventful first half, what does the future hold for Emerging Markets? Yerlan Syzdykov, Global Head of Emerging Markets, Amundi, joins HSBC’s Global Head of Emerging Markets Research, Dr Murat Ulgen, to discuss the widening gap between emerging market and developed market growth. They explore the key trends across equities and fixed income, the regions and local currency markets showing strength, and how Amundi is navigating the current landscape.

Watch or listen to find out more.

This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in London on 17 June 2025.

Read more about the GCC conference here https://www.business.hsbc.com/campaigns/hsbc-gulf-cooperation-council-conference-gcc

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – The big, beautiful, US edition

HSBC Zencastr — Fri, 11 Jul 2025 10:11:07 -0000

Ryan Wang, US Economist, talks through the latest in the US – including “phase two” of tariffs, tax cuts and deficits, and the path of rate cuts. Disclaimer: https://www.research.hsbc.com/R/101/DlDVjKM

Stay connected and access free to view reports and videos from HSBC Global Investment Research - follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch or click here https://www.gbm.hsbc.com/campaigns/global-research

Under the Banyan Tree - Hong Kong continues to evolve

HSBC Zencastr — Thu, 10 Jul 2025 14:09:53 -0000

With record-setting IPOs and more cash coming in from across the border, Fred Neumann sits down with Michelle Kwok and Erin Xin to talk about Hong Kong’s latest iteration as a world-leading centre for finance and beyond. Disclaimer: https://www.research.hsbc.com/R/101/CmkRdVM

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Perspectives Trade and capital flows – emerging patterns

HSBC Zencastr — Wed, 09 Jul 2025 16:04:33 -0000

The global impacts of US trade policy and tariffs continue to ripple through the global economy. Renowned economist and Senior Fellow at the Council on Foreign Relations, Brad Setser, joins Janet Henry, HSBC’s Global Chief Economist, to discuss the outcomes so far and the implications ahead. Their wide-ranging conversation also covers new patterns in investment allocations and trade flows, the impacts on the US dollar, China-US trade relations, and how Emerging Markets are faring.

Watch or listen to find out more.

This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in London on 17 June 2025. Read more about the GCC conference here https://www.business.hsbc.com/en-gb/campaigns/hsbc-gulf-cooperation-council-conference-gcc

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Under the Banyan Tree - Asia awaits Trump's call on tariffs

HSBC Zencastr — Fri, 04 Jul 2025 16:14:17 -0000

With President Trump’s 9 July tariff deadline looming, Fred Neumann takes a look at what US levies on Asian goods could mean for the region.

Disclaimer: https://www.research.hsbc.com/R/101/C7RfQkv. Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

The Macro Brief – Guarding against complacency

HSBC Zencastr — Fri, 04 Jul 2025 13:59:23 -0000

With global markets seemingly unruffled by recent shocks, Janet Henry and Simon Wells look at the key risks that could surprise policymakers and investors over the next few months.

Disclaimer: https://www.research.hsbc.com/R/101/NJkrHwb

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The Macro Brief – The A to Z of crypto

HSBC Zencastr — Fri, 27 Jun 2025 09:39:01 -0000

Daragh Maher, Head of Digital Assets Research, demystifies the world of cryptocurrencies and looks at how digital assets could move from niche to mainstream.

Disclaimer: https://www.research.hsbc.com/R/101/JHXvCjK

Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Under the Banyan Tree - Fun facts from your friendly equity strategists

HSBC Zencastr — Fri, 27 Jun 2025 09:19:37 -0000

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

The Macro Brief – Rising risks

HSBC Zencastr — Fri, 20 Jun 2025 07:23:29 -0000

Kim Fustier, Head of European Oil & Gas Research, and Murat Ulgen, Global Head of Emerging Markets, discuss how the conflict between Iran and Israel has introduced yet more uncertainty into financial markets.

Disclaimer: https://www.research.hsbc.com/R/101/nwbqSGc

Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Under the Banyan Tree - Predictability in an unpredictable world

HSBC Zencastr — Thu, 19 Jun 2025 18:56:25 -0000

Herald van der Linde welcomes Global Head of Transport Research Parash Jain and Asia Equity Strategist Prerna Garg into the studio for a discussion on the impact of Middle East tensions on Asian markets, economics and global shipping.

Disclaimer: https://www.research.hsbc.com/R/101/Rc9xgDh.

Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

The Macro Brief – Globetrotting

HSBC Zencastr — Fri, 13 Jun 2025 10:54:50 -0000

Janet Henry, Global Chief Economist, considers whether tariff uncertainties are starting to feed through into the latest economic data.

Disclaimer: https://www.research.hsbc.com/R/101/hktsWLP

Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Under the Banyan Tree - Asian investors and US volatility

HSBC Zencastr — Thu, 12 Jun 2025 07:48:17 -0000

With uncertainty still rife in the US, Fred Neumann and Herald van der Linde consider what could happen if Asian investors were to shift their focus from US investments and start looking closer to home.

Disclaimer: https://www.research.hsbc.com/R/101/gPtXrB6. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

Treasury Beyond Borders - Risk management during uncertain times: Treasury Insights from North America

HSBC Zencastr — Tue, 10 Jun 2025 15:14:24 -0000

As market shifts and supply chain strains, how are North American Corporates redefining risks as a source of strength?

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

The Macro Brief – Commodities, tariffs & trade

HSBC Zencastr — Fri, 06 Jun 2025 07:40:41 -0000

Paul Bloxham, our Sydney-based Chief Economist for Australia, New Zealand and Global Commodities, drops by the London studio to discuss how tariff uncertainties and global growth worries are affecting commodity prices.

Disclaimer: https://www.research.hsbc.com/R/101/2scKXzM

Under the Banyan Tree - Asian tariffs in perspective

HSBC Zencastr — Thu, 05 Jun 2025 22:24:14 -0000

Herald van der Linde sits down with Economist Jin Choi and Equity Strategist Prerna Garg to discuss the future of Korea's economic and corporate landscape under the presidency of Lee Jae-myung. Disclaimer https://www.research.hsbc.com/R/101/WcHxmzl.

Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research

Perspectives: Risks and ratings

HSBC Zencastr — Tue, 03 Jun 2025 10:30:00 -0000

This episode of HSBC's Perspectives series features Rob Fauber, President and CEO, Moody’s, in-conversation with Danielle Johnson, HSBC’s Global Head of Institutional Clients. Rob shares his perspectives on the evolving private credit market and today’s interconnected risk landscape, as well as key moments from his own career journey – including what keeps him up at night.

Watch or listen to find out more.

This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 26 March 2025. Find out more here: grp.hsbc/gis

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – India's global integration

HSBC Zencastr — Fri, 30 May 2025 09:14:39 -0000

Pranjul Bhandari, Chief India Economist, examines India’s interconnectedness with the global economy and considers whether the redrawing of supply chains could present new opportunities.

Disclaimer: https://www.research.hsbc.com/R/101/bHlntgR

Under the Banyan Tree - What to do with the world's largest cash pile

HSBC Zencastr — Thu, 29 May 2025 13:16:14 -0000

Herald van der Linde sits down with Prerna Garg to discuss what mainland Chinese savers could do with a mind-bending USD22trn in savings, and what that could imply for markets at home and beyond.

Disclaimer: https://www.research.hsbc.com/R/101/tsnBdzn. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Perspectives: Cybersecurity and AI

HSBC Zencastr — Wed, 28 May 2025 07:00:00 -0000

AI is increasing the number of cyberattacks, but it’s also playing a crucial role in defending against them. The intersection between AI and cybersecurity is at the centre of this episode of HSBC’s Perspectives series – featuring Isabelle Meyer, Co-CEO and Co-Founder, ZENDATA Cybersecurity, in-conversation with Mark McDonald, Head of Data Science & Analytics, HSBC Global Research.

Watch or listen to their discussion on the evolving threat landscape, including the growing need to protect satellite communication, and the key considerations for investors in this space.

This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 27 March 2025. Find out more here: grp.hsbc/gis

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – Who owns the US?

HSBC Zencastr — Fri, 23 May 2025 09:26:03 -0000

Alastair Pinder, Head EM and Global Equity Strategist, considers whether America is losing global investor flows following recent market volatility.

Disclaimer: https://www.research.hsbc.com/R/101/vGpnsSF

Under the Banyan Tree - Are rising US bond yields good for Asia?

HSBC Zencastr — Thu, 22 May 2025 11:52:56 -0000

Herald van der Linde and Fred Neumann sit down to discuss what rising US Treasury yields could mean for savings, fund flows and company listings across Asia.

Disclaimer: https://www.research.hsbc.com/R/101/npHhLZq. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Perspectives: Digital assets

HSBC Zencastr — Mon, 19 May 2025 07:00:00 -0000

Digital assets and cryptocurrencies are among the fastest growing areas in finance, with increasing demand from both private and institutional investors. But are they really moving from fringe to mainstream? This is the big question tackled in this episode of HSBC’s Perspectives series – featuring Lucy Gazmararian, Founder and Managing Partner of Token Bay Capital, and John O’Neill, HSBC’s Group Head of Digital Assets and Currencies, in-conversation with Piers Butler, HSBC’s Head of Global Research Direct.

Watch or listen to understand more about key developments sparking renewed interest in this space – including the regulatory landscape, expectations around the stablecoin market, and what a tokenised future could look like.

This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 27 March 2025. Find out more here: grp.hsbc/gis

Token Bay Capital is a venture capital fund manager that invests in blockchain and crypto startups.

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – Dollar distrust

HSBC Zencastr — Fri, 16 May 2025 13:10:41 -0000

Paul Mackel, Global Head of FX Research, examines the changing drivers of the US dollar and its prospects going forward

Disclaimer: https://www.research.hsbc.com/R/101/xhbSpmX

Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Under the Banyan Tree - Are the US and China back from the brink?

HSBC Zencastr — Wed, 14 May 2025 10:09:40 -0000

Fred Neumann and Herald van der Linde discuss the newly announced China-US trade agreement and what's next for the world's two largest economies.

Disclaimer: https://www.research.hsbc.com/R/101/tB7kLgt. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Perspectives: Investment in China

HSBC Zencastr — Tue, 13 May 2025 16:00:00 -0000

Yimei Li, CEO, China Asset Management Co., joins Tian Lu, CEO, HSBC Qianhai Securities, for a discussion about China’s investment landscape, against a backdrop of trade tensions and economic headwinds.

They discuss the macro outlook for China and government policy support, developments across the Mainland-Hong Kong Connect schemes, China’s innovation economy, and the growth of exchange-traded funds (ETFs).

Watch or listen to understand more about asset management in China.

This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gis

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Perspectives: Middle East affairs

HSBC Zencastr — Mon, 12 May 2025 06:00:00 -0000

Kim Ghattas, Middle East expert, author and journalist, joins Dr Helen Belopolsky, HSBC’s Global Head of Geopolitical Risk, for a discussion about the developments and trends changing the Middle East’s established status quo.

Kim shares her perspectives on strategic reforms and political rebalancing, the role of the US in the region, intra-regional dynamics, and ambitious economic diversification.

Watch or listen to understand more about the Middle East’s complexities, risks and opportunities.

This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 26 March 2025. Find out more here: grp.hsbc/gis

Kim Ghattas is the author of Black Wave (2020), a New York Times Top 100 Notable Book.

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – Getting Germany going

HSBC Zencastr — Fri, 09 May 2025 08:46:40 -0000

German economists Stefan Schilbe and Anja Heimann consider whether a policy reboot – including a huge fiscal package – could help get Europe’s largest economy back on track.

Disclaimer: https://www.research.hsbc.com/R/101/9LXXCNH

Under the Banyan Tree - How Golden was China's Week?

HSBC Zencastr — Thu, 08 May 2025 09:21:08 -0000

Herald van der Linde is joined by Erin Xin, Charlene Liu and Parash Jain to discuss what spending over China's Golden Week holiday can tell us about the state of Asia's largest economy.

Disclaimer: https://www.research.hsbc.com/R/101/PLPVLHW. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

LINK: https://www.research.hsbc.com/R/20/vJsMWrx

Perspectives: Financing new energy and infrastructure

HSBC Zencastr — Wed, 07 May 2025 06:00:00 -0000

Sir Danny Alexander, CEO, HSBC Infrastructure Finance & Sustainability, and Eric Francia, President and CEO, ACEN, join Zoë Knight, HSBC’s Global Head of Sustainability Research and Integration, for an insightful conversation on financing sustainable infrastructure.

Watch or listen to their discussion about the new energy economic multiplier impact, barriers to project finance, and the innovative solutions that can help catalyse financing for sustainable infrastructure.

This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 26 March 2025. Find out more here: grp.hsbc/gis

Disclaimer: Views of external guest speakers do not represent those of HSBC.

What past trade policies teach us about today's tariffs landscape?

HSBC Zencastr — Tue, 06 May 2025 09:00:00 -0000

The fundamental rules of trade are changing but history has a funny way of repeating itself. Vivek Ramachandran, Head of Global Trade Solutions at HSBC, sat down with Stephen King, Chief Economic Advisor at HSBC, and discussed what past trade policies teach us about today’s global landscape. People say we live in “unprecedented times” – but do we really? Watch the in-depth conversation to find out.

The Macro Brief – Looking for good news in the UK

HSBC Zencastr — Fri, 02 May 2025 07:59:20 -0000

With the UK facing a long list of economics challenges, Liz Martins, Senior UK Economist, considers whether there is any light at the end of the tunnel.

Disclaimer: https://www.research.hsbc.com/R/101/kcNzsGm

Under the Banyan Tree - Are we a little too fixated on tariffs?

HSBC Zencastr — Thu, 01 May 2025 09:38:49 -0000

Herald van der Linde is joined by Co-Head of Asia Research Eliot Camplisson to discuss the state of Asian markets since ‘Liberation Day’ and if we might be missing the bigger picture when it comes to global headlines.

Disclaimer: https://www.research.hsbc.com/R/101/DVljlqd. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Perspectives: China's economy

HSBC Zencastr — Wed, 30 Apr 2025 04:00:00 -0000

Keyu Jin, Professor of Economics and Author, joins Jing Liu, Chief Economist, Greater China, HSBC, for a dynamic discussion about China’s economic development.

Watch or listen to their expert insights covering China’s export competitiveness, domestic consumption, structural reforms, real estate and technology sectors, and relationship with the US.

This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gis

Keyu Jin is the author of 'The New China Playbook: Beyond Socialism and Capitalism' (2023)

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Perspectives: ASEAN's role in the global economy

HSBC Zencastr — Mon, 28 Apr 2025 06:00:00 -0000

George Yeo, Visiting Scholar, Lee Kuan Yew School of Public Policy, National University of Singapore and Former Singapore Foreign Minister, joins Che Ning Liu, Vice Chair, Corporate & Institutional Banking, HSBC. They discuss ASEAN’s role in the global economy as geopolitical competition intensifies.

Watch or listen to their discussion covering strategic developments for the Association of Southeast Asian Nations, including its relationships with the US and China and the role it plays in a multi-polar world.

This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gis

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – Going for gold

HSBC Zencastr — Fri, 25 Apr 2025 10:27:11 -0000

James Steel, Chief Precious Metals Analyst, looks at what’s behind gold’s surge to record highs and considers where prices could go from here.

Disclaimer: https://www.research.hsbc.com/R/101/zj6g9gz

Perspectives: Bonds and Currencies

HSBC Zencastr — Thu, 24 Apr 2025 14:15:00 -0000

In this episode of our Perspectives series, Steven Major, HSBC’s Global Head of Fixed Income Research, and Paul Mackel, HSBC’s Global Head of FX Research, discuss market developments and surprises across bonds and currencies.

This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gis

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Under the Banyan Tree - Taking the rough with the smooth

HSBC Zencastr — Thu, 24 Apr 2025 07:43:36 -0000

Amid a raft of GDP forecast downgrades, Fred Neumann rallies fellow economists Yun Liu, Jin Choi and Jun Takazawa for an update on the fallout from US tariffs, as well as a reminder of the macro positives that still exist in Asia.

Disclaimer: https://www.research.hsbc.com/R/101/rqh7SQf. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Perspectives: New Silk Roads

HSBC Zencastr — Wed, 23 Apr 2025 07:00:00 -0000

In this episode of our Perspectives series, world-renowned historian and author, Peter Frankopan, joins Frederic Neumann, HSBC’s Chief Asia Economist and Co-Head of Global Research Asia, for a fascinating conversation on the history of exchange through the Silk Roads and the interconnectedness of the world today.

They explore how people, goods, religions and ideas flowed through global corridors for centuries, as well as new areas of connectivity across markets and regions. Watch or listen to understand more about the legacy of the Silk Roads and their influence today.

This episode was recorded behind the scenes of the HSBC Global Investment Summit in Hong Kong on 26 March 2025. Find out more here: grp.hsbc/gis

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – Tariffs take their toll

HSBC Zencastr — Tue, 22 Apr 2025 07:05:10 -0000

Janet Henry, Global Chief Economist, and Simon Wells, Chief European Economist, assess how US tariffs and heightened uncertainty could affect growth, inflation, and monetary policy.

Disclaimer: https://www.research.hsbc.com/R/101/KhW7wdP

Under the Banyan Tree - History lessons with William Dalrymple

HSBC Zencastr — Thu, 17 Apr 2025 08:44:19 -0000

Fred and Herald are joined by the esteemed historian William Dalrymple for a fascinating discussion on India's role in economic history, from trade dominance in ancient times to mathematical breakthroughs and the birth of the modern number system.

Disclaimer: https://www.research.hsbc.com/R/101/RlhtpSd. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

Perspectives: Evolution of asset management

HSBC Zencastr — Wed, 16 Apr 2025 07:00:00 -0000

This episode of HSBC’s Perspectives series features Franklin Templeton President and CEO, Jenny Johnson, in-conversation with Lisa McGeough, HSBC’s CEO and Head of Banking, US, discussing how asset management is adapting to market shifts and evolving investor needs.

Watch or listen to their discussion covering the democratisation of private credit, the potential for AI and blockchain, and the importance of portfolio diversification.

This episode was recorded behind the scenes of the HSBC Global Investment Summit in Hong Kong, March 2025. Find out more here: grp.hsbc/gis

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Perspectives: Scaling AI

HSBC Zencastr — Mon, 14 Apr 2025 08:09:03 -0000

Arvind Krishna, Chairman and CEO of IBM, joins Stuart Riley, Group Chief Information Officer, HSBC, to explore AI – what it takes to scale it, the risk considerations, the opportunities for highest impact, and the cost profile. They also discuss expectations around quantum computing and the transformative potential of this technology.

This episode was recorded behind the scenes of HSBC’s Global Investment Summit in Hong Kong, March 2025. Find out more: grp.hsbc/gis

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – Assessing the tariff turmoil

HSBC Zencastr — Thu, 10 Apr 2025 16:54:15 -0000

Janet Henry, Chief Global Economist, and Murat Ulgen, Global Head of Emerging Markets Research, examine the fallout from US tariffs and how policymakers could respond.

Disclaimer: https://www.research.hsbc.com/R/101/rrnFsFj

Under the Banyan Tree - Asian tariffs in perspective

HSBC Zencastr — Thu, 10 Apr 2025 09:23:12 -0000

Fred Neumann is joined by fellow economists Jing Liu, Pranjul Bhandari and Aris Dacanay to tease out the nuances of US trade tariffs across Asia, with a focus on China, India, Indonesia, Thailand and the Philippines..

Disclaimer: https://www.research.hsbc.com/R/101/CNSfvhT. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

Perspectives: The world today

HSBC Zencastr — Wed, 09 Apr 2025 07:00:00 -0000

The second episode of our Perspectives series, ‘The world today’, features eminent historian Sir Niall Ferguson in-conversation with Stephen King, HSBC’s Senior Economic Adviser, discussing the world today and learnings from the past.

Watch or listen to their discussion on geopolitics and the global economy – including US-China and US-Russia relations, European security, and learnings on economic policy from the Nixon shock.

This episode was recorded behind the scenes of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gis

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Under the Banyan Tree - What does 'Liberation Day' mean for Asia?

HSBC Zencastr — Fri, 04 Apr 2025 11:59:46 -0000

Fred Neumann and Herald van der Linde discuss the impact of President Trump's sweeping tariff announcements on trade and growth across Asian economies.

Disclaimer: https://www.research.hsbc.com/R/101/WBcStrS. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

LINK: https://www.research.hsbc.com/R/20/ZqcQmRj

The Macro Brief – Turning up the tariffs

HSBC Zencastr — Fri, 04 Apr 2025 11:25:37 -0000

Shanella Rajanayagam, Paul Mackel and Simon Wells discuss the implications of the latest US tariff announcements for trade, currencies and Europe’s economy.

Disclaimer: https://www.research.hsbc.com/R/101/DqG7whw

Treasury Beyond Borders - Risk Redrawn: Exploring New Fault Lines

HSBC Zencastr — Fri, 04 Apr 2025 08:47:37 -0000

Contemporary treasurers face rising FX volatility, interest rate uncertainty, and geopolitical disruptions. How can they adapt?

Join HSBC's Rahul Badhwar, Global Head of Corporate Sales and Volkan Benihasim, Global Head of FX, EM Rates and Commodities as they talk about building resilience, improving forecasting, and leveraging AI. Our panel also explore liquidity shifts, supply chain realignment, and strategies for managing risk in an unpredictable world.

Perspectives: Backing Innovation

HSBC Zencastr — Wed, 02 Apr 2025 08:00:00 -0000

In the first episode of our Perspectives series, Cathie Wood, Founder, CEO and CIO at Ark Invest, joins David Liao, HSBC’s Co-CEO, Asia and the Middle East. In this wide-ranging and candid conversation, they discuss the innovation economy across China and the US as well as the platforms driving tech transformation.

Watch or listen to their discussion on investing in innovation in the world’s largest economies – from technology competitiveness, policy and market developments, through to emerging opportunities and entrepreneurial zeal.

This episode was recorded behind the scenes of HSBC’s Global Investment Summit in Hong Kong. Find out more here: https://www.gbm.hsbc.com/en-gb/campaigns/global-investment-summit

Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief - Talking points from the HSBC Global Investment Summit

HSBC Zencastr — Fri, 28 Mar 2025 11:03:17 -0000

From trade and policy priorities to new growth opportunities, Janet Henry, Global Chief Economist, and Fred Neumann, Chief Asia Economist, join Piers Butler to discuss the key takeaways from this year’s event in Hong Kong.

Disclaimer: https://www.research.hsbc.com/R/101/Kvl7rCn

Under the Banyan Tree - Korea, Taiwan and the cracks in AI

HSBC Zencastr — Thu, 27 Mar 2025 13:20:50 -0000

Amid the hype about mainland China's role in the AI boom, Herald van der Linde and Fred Neumann take a look at two other key markets in the story, and how they're contributing to a growing consumer-led economy across Asia.

Disclaimer: https://www.research.hsbc.com/R/101/gCFttrB. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

The Macro Brief – How well do you understand AI?

HSBC Zencastr — Fri, 21 Mar 2025 10:45:12 -0000

Mark McDonald, Head of Data Science and Analytics, picks apart some of the most common misconceptions about artificial intelligence that frequently come up in discussions with investors.

Disclaimer: https://www.research.hsbc.com/R/101/mM7BHst

Under the Banyan Tree - A lot to unpack in global commodities

HSBC Zencastr — Thu, 20 Mar 2025 11:06:01 -0000

Herald van der Linde and Fred Neumann are joined by our Sydney-based Chief Economist for Global Commodities, Paul Bloxham, to talk China, tariffs, climate change and record highs for gold. Disclaimer: https://www.research.hsbc.com/R/101/jHl7cM9.

New series launching in April: Perspectives

HSBC Zencastr — Fri, 14 Mar 2025 13:18:12 -0000

Stay tuned for our new series, Perspectives, where we’ll explore trends shaping the global investment landscape with special guests. During these conversations, we’ll share unique insights on fast-evolving themes - from economic, market, and trade developments - to breakthrough innovations and new technologies. First episode launching early April.

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The Macro Brief – Shifting market narratives

HSBC Zencastr — Fri, 14 Mar 2025 08:28:42 -0000

We look at what’s behind the recent moves in the stock and bond markets with Alastair Pinder, Head EM and Global Equity Strategist, and Steven Major, Global Head of Fixed Income Research. Disclaimer: https://www.research.hsbc.com/R/101/llShVWF. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - It began with a trip to the dentist

HSBC Zencastr — Thu, 13 Mar 2025 08:47:40 -0000

An unexpected trip to a Shenzhen dentist leads to a wide-ranging chat about the Chinese economy, as Fred and Herald reunite in the Hong Kong studio. Disclaimer: https://www.research.hsbc.com/R/101/X6nBRpV. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – All about Asia

HSBC Zencastr — Fri, 07 Mar 2025 09:17:46 -0000

From tariffs to demographics to growth, we catch up with Fred Neumann, Chief Asia Economist, to discuss the issues facing the region’s economies. Disclaimer: https://www.research.hsbc.com/R/101/hvXVMPn. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Firmer foundations for China property

HSBC Zencastr — Thu, 06 Mar 2025 08:09:16 -0000

Herald van der Linde sits down with Head of Asia Real Estate Research Michelle Kwok to discuss a turnaround that few investors had faith in a year ago. Disclaimer: https://www.research.hsbc.com/R/101/9R7FsTF. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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SustainabilityTalks: Structured Credit & Sustainability uncovered – with Carmignac

HSBC Zencastr — Mon, 03 Mar 2025 10:59:56 -0000

In our latest podcast, Natalya Oram, Director, Global Sustainability Solutions, Markets & Securities Services, HSBC, discusses ESG in fixed income and collateralised loan obligations (CLOs), with Florian Viros and Imane Kabbaj of European investment manager, Carmignac.

Listen to their perspectives on ESG’s influence on credit quality and credit risk as well as its role in the growing market for CLOs. They also share insights on the outlook for CLOs in driving investment performance.

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The Macro Brief – Currency asymmetry

HSBC Zencastr — Fri, 28 Feb 2025 09:15:15 -0000

Daragh Maher, Senior FX Strategist, explains what continued trade policy uncertainty means for the world’s major currencies. Disclaimer: https://www.research.hsbc.com/R/101/qnvSGdH. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - What to expect from China's NPC

HSBC Zencastr — Thu, 27 Feb 2025 09:03:03 -0000

Herald van der Linde catches up with Chief China Economist Jing Liu ahead of Beijing's top-level policy congress, including what we can glean from Xi Jinping's recent meeting with business and technology leaders. Disclaimer: https://www.research.hsbc.com/R/101/JbvRjXF. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Navigating the AI Wave: Innovations in Commercial Payments

HSBC Zencastr — Mon, 24 Feb 2025 09:39:40 -0000

Manish Kohli, Head of Global Payments Solutions of HSBC and Amit Mallick, Digital Payments Lead, Europe of Accenture, explore how AI is revolutionising treasury, and in particular, commercial payments. Our guests discuss AI’s disruptive impact on commercial payments, from fraud prevention and FX optimisation to strategic decision-making. They share practical insights on accelerating adoption and explain why, whilst not a silver bullet, AI holds immense potential to add significant value to treasury operations.

Discover the full report from the HSBC Treasury Solutions Group website.

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The Macro Brief – Europe and tariffs

HSBC Zencastr — Fri, 21 Feb 2025 09:10:35 -0000

Chris Hare looks at the possible impact of US tariffs on European growth and inflation, and assesses the challenges facing the German economy ahead this weekend’s crucial election. Disclaimer: https://www.research.hsbc.com/R/101/Qc9M7cN. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - China's rally and the psychology of stock markets

HSBC Zencastr — Thu, 20 Feb 2025 09:09:28 -0000

Fred Neumann welcomes his fellow Co-Head of Asia Research, Eliot Camplisson, to the podcast for a look at what’s made investors U-turn on Chinese equities in recent months. Disclaimer: https://www.research.hsbc.com/R/101/kMpRwHb. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – The UK's growth problem

HSBC Zencastr — Fri, 14 Feb 2025 09:55:26 -0000

Liz Martins and Nick Andrews assess the prospects for the UK economy and sterling against a backdrop of weak growth and sticky inflation. Disclaimer: https://www.research.hsbc.com/R/101/FnMzNLz. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Can local spending beat tariffs in China?

HSBC Zencastr — Thu, 13 Feb 2025 10:40:49 -0000

Fred Neumann is joined by Chief China Economist Jing Liu to discuss whether US tariffs could be the catalyst Beijing needs to give domestic consumption a shot in the arm. Disclaimer: https://www.research.hsbc.com/R/101/JPCnLsh. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - China tariff tensions and lessons from Japan

HSBC Zencastr — Thu, 06 Feb 2025 09:19:57 -0000

Fred Neumann outlines all you need to know about the US-China tariff situation, and talks to fellow economist Justin Feng about how the US-Japan trade war of the 1980s could inform how things play out. Disclaimer: https://www.research.hsbc.com/R/101/77FDmsf. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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SustainabilityTalks: Mobilising the Energy Addition

HSBC Zencastr — Wed, 05 Feb 2025 14:43:47 -0000

In our latest podcast, Patrick Kondarjian, Global Head of Sustainability, Markets & Securities Services, HSBC, discusses energy transition with Hans Kobler, Founder & Managing Partner of global investment firm, Energy Impact Partners.

Listen to their discussion on the move away from an ideological transition to a more pragmatic energy ‘addition’. This includes the climate technologies crucial in tackling volatility in demand and supply, increasing resilience, and powering the growth of electron-hungry data centres. Hans also shares perspectives on Energy Impact Partners’ investment priorities and why energy transition was central to Davos’s biggest themes.

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The Macro Brief – Tariff turbulence

HSBC Zencastr — Tue, 04 Feb 2025 19:41:59 -0000

Shanella Rajanayagam, Fred Neumann and Daragh Maher assess the sweeping new tariffs announced by the Trump administration and what they mean for the economic and FX outlook. Disclaimer: https://www.research.hsbc.com/R/101/W6vDbqw. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Is Europe past 'peak pessimism'?

HSBC Zencastr — Fri, 31 Jan 2025 09:27:29 -0000

Simon Wells, Chief European Economist, considers whether the region’s economy has turned a corner and assesses the diverging paths between the ECB and Federal Reserve. Disclaimer: https://www.research.hsbc.com/R/101/tXxGzML. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Bracing for tariffs

HSBC Zencastr — Fri, 24 Jan 2025 09:04:16 -0000

With President Trump back in the White House, Janet Henry, Shanella Rajanayagam and Jing Liu assess what the US’s trade agenda could mean for China and the rest of the world. Disclaimer: https://www.research.hsbc.com/R/101/ZbnTkJG. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree – Live from Singapore

HSBC Zencastr — Thu, 23 Jan 2025 09:19:10 -0000

Fred Neumann and Herald van der Linde take the podcast on the road, recording a live ASEAN-focused episode from HSBC Singapore with special guests Joy Wang, Pranjul Bhandari and Joey Chew. Disclaimer: https://www.research.hsbc.com/R/101/PwmPbx9. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Oil's tug-of-war

HSBC Zencastr — Fri, 17 Jan 2025 08:44:41 -0000

Kim Fustier, Head of European Oil and Gas Research, assesses the competing supply and demand factors impacting the oil markets and what they could mean for prices this year. Disclaimer: https://www.research.hsbc.com/R/101/9Frp9Jj. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Female pilots, lattes, microchips and more

HSBC Zencastr — Thu, 16 Jan 2025 09:02:07 -0000

Herald van der Linde and Fred Neumann put Asian markets and economics in context through the quirky lens of Herald's quarterly surprising statistics, from female pilots in India to China's rapidly rising coffee of choice. Disclaimer: https://www.research.hsbc.com/R/101/dLtmvsd. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Putting AI through its paces

HSBC Zencastr — Fri, 10 Jan 2025 09:08:27 -0000

Mark McDonald, Head of Data Science and Analytics, examines the latest applications for AI - from analysing speeches to hosting podcasts. Disclaimer: https://www.research.hsbc.com/R/101/jsBFmVn. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Asia: what to watch in 2025

HSBC Zencastr — Thu, 09 Jan 2025 08:27:55 -0000

Fred Neumann and Herald van der Linde return to the studio for a rundown of the must-watch markets and economies across Asia in 2025. Disclaimer: https://www.research.hsbc.com/R/101/Hql6Cl7. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief - Our 2025 global economic outlook

HSBC Zencastr — Fri, 20 Dec 2024 10:16:22 -0000

Janet Henry, Chief Global Economist, weighs up the impact of widely anticipated fiscal policy shifts on growth and inflation, and the challenges for the world's central bankers. Disclaimer: https://www.research.hsbc.com/R/101/hNcXcdr. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research

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The Macro Brief – Why investors are turning more cautious on EM assets

HSBC Zencastr — Fri, 13 Dec 2024 08:48:46 -0000

Murat Ulgen, Global Head of Emerging Markets Research, talks with Piers Butler about the concerns of emerging market investors as they head into 2025. Disclaimer: https://www.research.hsbc.com/R/101/XfqHMGp. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Anomaly economy: Japan

HSBC Zencastr — Thu, 12 Dec 2024 08:57:30 -0000

Fred Neumann is joined by Asia Economist Jun Takazawa to discuss what makes Japan's economy unique, from counter-cyclical interest rates to demographics and a changing psychology on inflation. Disclaimer: https://www.research.hsbc.com/R/101/xVvCMdD. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – The cyber safety net

HSBC Zencastr — Fri, 06 Dec 2024 08:39:24 -0000

With cyber attacks becoming more frequent and sophisticated, Stephen Bersey, Head of US Technology Research, assesses the fast-growing cybersecurity sector – and offers some tips to stay safe online. Disclaimer: https://www.research.hsbc.com/R/101/qmbTrnb. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - A different take on commodities

HSBC Zencastr — Thu, 05 Dec 2024 09:00:32 -0000

With moves in commodities largely chalked up to the 'Trump trade', Fred Neumann asks Chief Economist for Global Commodities, Paul Bloxham, if there's more to the story that just US policy. Disclaimer: https://www.research.hsbc.com/R/101/tQGNtVQ. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – The dollar bubble inflates

HSBC Zencastr — Fri, 29 Nov 2024 08:32:29 -0000

Paul Mackel, Global Head of FX Research, explains why we think the US dollar has scope to strengthen even further and what it means for other G10 currencies. Disclaimer: https://www.research.hsbc.com/R/101/RGNmNKK. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Asian FX and the strong USD

HSBC Zencastr — Thu, 28 Nov 2024 08:50:52 -0000

Fred Neumann is joined by Head of Asian FX Research Joey Chew to discuss the impact of the strong USD on Asian currencies and how trade, politics and market forces are shaping FX markets. Disclaimer: https://www.research.hsbc.com/R/101/n9Zlmmm. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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SustainabilityTalks: Exploring with Google Cloud, the role and challenges of Big Tech in the energy transition

HSBC Zencastr — Wed, 27 Nov 2024 14:21:10 -0000

In this episode of our SustainabilityTalks podcast series, the discussion revolves around growing energy consumption, the challenge of moving toward carbon free energy data centres, and the latest innovations in climate technologies. Hear more about how AI could help drive climate change mitigation and adaptation, and how banks and tech companies can partner to support the emergence of new technologies.

Listen as Patrick Kondarjian, Global Head of Sustainability Markets & Securities Services HSBC, discusses with Justin Keeble, Managing Director for Global Sustainability at Google Cloud, the role of technology and innovation to help enable the transition, and the challenges associated with the rise of energy hungry AI and data centres.

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The Macro Brief – Earnings learnings

HSBC Zencastr — Fri, 22 Nov 2024 08:56:32 -0000

Mark McDonald, Head of Data Science and Analytics, outlines what our AI-driven analysis of earnings call transcripts tells us about the key themes in this reporting season. Disclaimer: https://www.research.hsbc.com/R/101/MprXJBW. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - India: What's growing, what's not?

HSBC Zencastr — Thu, 21 Nov 2024 10:09:16 -0000

Herald van der Linde and Fred Neumann are joined by Chief India Economist Pranjul Bhandari to discuss her latest deep dive into the state of growth across the Indian economy. Disclaimer: https://www.research.hsbc.com/R/101/FvjHlKS. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Europe's opportunities

HSBC Zencastr — Fri, 15 Nov 2024 10:26:33 -0000

With Europe’s economy having lagged the US’s for decades, Simon Wells, Chief European Economist, explains why there are reasons to be more optimistic over the longer term. Disclaimer: https://www.research.hsbc.com/R/101/jmPQNCJ. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Taking the pulse of Chinese stimulus

HSBC Zencastr — Thu, 14 Nov 2024 09:00:22 -0000

Herald van der Linde is joined by Jing Liu, Helen Huang and Michelle Kwok to gauge the progress of the Chinese stimulus rollout, where the money's actually going and what may still be to come. Disclaimer: https://www.research.hsbc.com/R/101/xbhs9hQ. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Global hot topics

HSBC Zencastr — Fri, 01 Nov 2024 09:56:16 -0000

Fresh from attending the IMF-World Bank annual meetings, Janet Henry, Fred Neumann, Paul Mackel and Murat Ulgen discuss the key questions facing the global economy, China, currencies, and emerging markets. Disclaimer: https://www.research.hsbc.com/R/101/DFtwWRK. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Live from HSBC Hong Kong

HSBC Zencastr — Thu, 31 Oct 2024 08:54:17 -0000

Fred Neumann and Herald van der Linde return to the stage alongside Global Research colleagues Steven Sun, Michelle Kwok and Frank Lee for a special podcast recorded in front of a live audience at HSBC's Hong Kong headquarters. Disclaimer: https://www.research.hsbc.com/R/101/MR9Ct9C. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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SustainabilityTalks: Decoding the Future of Clean Energy Technologies with MIT

HSBC Zencastr — Wed, 30 Oct 2024 08:00:00 -0000

This discussion revolves around the progress of clean energy technologies, the role of strategic investment in these technologies, and the challenges and opportunities in the transition to a net-zero emissions future.

Listen as Patrick Kondarjian, Global Head of Sustainability Markets & Securities Services at HSBC, discusses key topics with Professor Jessika Trancik from the Institute for Data, Systems, and Society from the Massachusetts Institute of Technology (MIT). These topics include the rapid improvement and cost reduction in solar energy, wind energy, and electric vehicle batteries, the potential of hydrogen and nuclear energy in addressing the remaining emissions, and the importance of 'soft technology' in facilitating the energy transition.

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The Macro Brief – Climate conversations with UK corporates

HSBC Zencastr — Fri, 25 Oct 2024 16:12:06 -0000

James Rydge, Head of ESG Research in EMEA, gives an insight into his discussions with UK companies about how they are trying to achieve their climate and sustainable growth ambitions. Disclaimer: https://www.research.hsbc.com/R/101/d6tnRtc. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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HSBC Sibos Spotlight Podcast Series: Live from Sibos - Financial Infrastructure Rides Wave of Change

HSBC Zencastr — Thu, 24 Oct 2024 11:09:43 -0000

Manish Kohli, Head of Global Payments Solutions, Vivek Ramachandran, Head of Global Trade Solutions and Fiona Horsewill, Global Head of Securities Services (HSBC) sit down with TMI to discuss "How global trends are impacting the future of securities services, trade finance and payments".

Visit HSBC Sibos 2024 website to read our daily summaries and a wrap-up of the themes and ideas that have shaped this landmark summit across payments, trade and securities services.

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HSBC Sibos Spotlight Podcast Series: Adapting to the evolving payment landscape

HSBC Zencastr — Tue, 22 Oct 2024 09:02:31 -0000

Manoj Dugar and Mark Evans (HSBC) join Jane Cooper (TMI) to discuss how global payment trends are evolving and how financial institutions and corporates are adapting.

They delve into why the current payment trends are important, and why it is necessary for organisations to adapt to the latest technological advancements. They also cover the challenges that institutions face with payments, and where their priorities lie. Also, they discuss the current developments with international payments and whether the world is truly ready for real-time cross-border transactions. And finally, they elaborate on the progress that is being made with ISO 20022 and the different approaches that financial institutions and corporates have been taking to realise the full benefits of the new standard.

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The Macro Brief – Oil price pressures

HSBC Zencastr — Fri, 18 Oct 2024 10:35:21 -0000

With oil markets caught between long-term market imbalances and political risks, Kim Fustier and Simon Williams examine the outlook for prices, and what it could mean for the economies of the Middle East. Disclaimer: https://www.research.hsbc.com/R/101/cntDm9L. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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HSBC Sibos Spotlight Podcast Series: Building resilience in global supply chains

HSBC Zencastr — Thu, 17 Oct 2024 16:13:59 -0000

Bhriguraj Singh and Florence Tan (HSBC) join Jane Cooper (TMI) to examine how the macro environment has affected global trade, and highlight why companies need to bolster their supply chains.

They discuss how business models have changed, as well as how trade digitisation is progressing, and solutions are evolving. And, despite the major news events that have the potential to disrupt trade, Singh and Tan elaborate on the fundamentals that always remain.

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Under the Banyan Tree - Cooperation states: Singapore and Malaysia

HSBC Zencastr — Thu, 17 Oct 2024 10:11:04 -0000

Fred Neumann sits down with ASEAN Economist Yun Liu to take the pulse on two key Southeast Asian economies and how they're working together to support future growth. Disclaimer: https://www.research.hsbc.com/R/101/VpnTWF6. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – The gold rush

HSBC Zencastr — Fri, 11 Oct 2024 09:23:06 -0000

James Steel, Chief Precious Metals Analyst, puts gold’s surge to record price levels in a historical context and considers whether the rally is likely to continue.

Disclaimer: https://www.research.hsbc.com/R/101/rR6p7SR.

Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Getting to grips with Chinese stimulus

HSBC Zencastr — Fri, 11 Oct 2024 09:19:01 -0000

With Chinese markets up and down after Golden Week, Fred Neumann talks to Erin Xin about stimulus measures and what they mean for investors and the economy.

Disclaimer: https://www.research.hsbc.com/R/101/vhnST6S. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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HSBC Sibos Spotlight Podcast Series: Shaping the future of securities services

HSBC Zencastr — Thu, 10 Oct 2024 15:48:47 -0000

Kim Chebator and Zhu Kuang Lee (HSBC) join Jane Cooper (TMI) to discuss how digital innovation is driving change for clients and what this means for securities services.

They delve into how client behaviour is changing, what innovation looks like in practice, and what kind of challenges there are when it comes to adopting the latest innovations. Also, they discuss sustainability and ESG considerations, and the demand for ESG-related investments.

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HSBC Sibos Spotlight Podcast Series: Sibos 2024 Survival Guide

HSBC Zencastr — Wed, 09 Oct 2024 10:10:14 -0000

TMI’s CEO, Robin Page took time out to chat with Xiaoling Che (HSBC) for a crash course in basic Chinese in advance of the 2024 Sibos conference, taking place 21-24 October in Beijing.

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HSBC Sibos Spotlight Podcast Series: GenAI and the Future of Client Servicing

HSBC Zencastr — Tue, 08 Oct 2024 10:15:56 -0000

Carol Soliman (Microsoft) and Melissa Tuozzolo (HSBC) join Jane Cooper (TMI) to discuss the future of client servicing and the role that AI and Generative AI will play. They explore how client expectations are changing and what can be done to meet these changing needs.

Also in this podcast, Carol describes how any client servicing agent can become a super-agent with AI, and both speakers describe the wider impact AI will have on future ways of working.

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MENATalks: A Prime Finance – Capital Intelligence Podcast Series – The MENA Pulse: Middle Eastern Allocator Sentiment

HSBC Zencastr — Tue, 08 Oct 2024 07:00:18 -0000

Driven by the growth in Sovereign, Pension, Foundation and Private Family wealth AUM, Middle Eastern allocators are increasingly being seen as a potential source of new capital for global hedge funds. However, raising capital from the region is far from straightforward.

Listen as Terry Minkey, Head of Prime Finance Origination (APAC) and Head of Capital Intelligence and Osman Raie, Head of Sovereign Wealth Fund Sales in the Middle East, discuss how they recently partnered on a trip to see allocators in the UAE and Saudi Arabia and their insights into the current allocator sentiment towards hedge funds from these regions.

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The Macro Brief – Emerging markets get a boost

HSBC Zencastr — Fri, 04 Oct 2024 15:04:01 -0000

Murat Ulgen, Global Head of Emerging Markets Research, considers the impact of Fed rate cuts and China’s stimulus package on EM assets and outlines the results of our latest survey of emerging market investors. Disclaimer: https://www.research.hsbc.com/R/101/JjchhxQ. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Our global outlook at the tail end of '24

HSBC Zencastr — Fri, 27 Sep 2024 15:17:42 -0000

Piers Butler is joined by Global Chief Economist Janet Henry for a catch-up on the world's top macro talking points as we enter the final quarter of the year. Disclaimer: https://www.research.hsbc.com/R/101/lScnbwd. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Thailand: Investment, influencers and Indian weddings

HSBC Zencastr — Thu, 26 Sep 2024 10:33:22 -0000

Fred Neumann welcomes ASEAN Economist Aris Dacanay to the podcast for a close look at what makes Thailand's economy tick. Disclaimer: https://www.research.hsbc.com/R/101/wCRFVBM. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – The Fed goes big

HSBC Zencastr — Fri, 20 Sep 2024 13:09:02 -0000

We look at what the Federal Reserve’s 50 basis point rate cut could mean for the path of future rates, the US economy and global equity markets with Ryan Wang, US Economist, and Alastair Pinder, Head Emerging Markets and Global Equity Strategist. Disclaimer: https://www.research.hsbc.com/R/101/pMGK9cD

Access the entire Macro Brief podcast series here: http://macrobrief.research.hsbc.com/

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Under the Banyan Tree - Can Chinese equities turn a corner?

HSBC Zencastr — Thu, 12 Sep 2024 08:51:40 -0000

In a classic Economist vs. Equity Strategist debate, Fred Neumann and Herald van der Linde sit down for a back-and-forth on whether China's underperforming equity market could rally. Disclaimer: https://www.research.hsbc.com/R/101/Dx7zQ9v. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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MarkeTalks: A Prime Finance – Capital Intelligence Podcast Series – The Hedge Fund Allocator's View

HSBC Zencastr — Mon, 09 Sep 2024 15:36:16 -0000

The Alternatives Investment business at HSBC started in 1989, initially as an advisory business, before launching their flagship fund of hedge funds in 1996. Today, they are one of the largest Hedge Fund investors globally, managing $23.2bn AUM across commingled, discretionary and advisory mandates for high net worth and institutional clients.

Listen as Terry Minkey, Global Head of Prime Finance Origination, APAC & Head of Capital Intelligence and William Benjamin, Head of Indirect Alternatives, Asset Management, discuss HSBC’s investment strategy in hedge funds with and how allocations have changed over time and the benefit of having hedge funds in one’s alternative investment portfolio.

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Under the Banyan Tree - Clouds in the Indian sky

HSBC Zencastr — Thu, 05 Sep 2024 09:47:00 -0000

Herald van der Linde and Fred Neumann discuss the micro and macro risks to India's title as a global outperformer on GDP and equity markets. Disclaimer: https://www.research.hsbc.com/R/20/vTbcjSm. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Counting down to cuts

HSBC Zencastr — Fri, 30 Aug 2024 08:56:04 -0000

With investors' attention turning towards the global major central banks, we assess potential Federal Reserve, ECB and Bank of England tightening cycles with Ryan Wang, US Economist, and Chris Hare, Senior European Economist. Disclaimer: https://www.research.hsbc.com/R/101/FhSSRSh. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - A post-summer whip round the region

HSBC Zencastr — Thu, 29 Aug 2024 09:26:37 -0000

Fred Neumann and Herald van der Linde are reunited after the summer break and have a lot to catch up on after an eventful few weeks in Asian markets and economics. Disclaimer: https://www.research.hsbc.com/R/101/np7bjfk. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Asia's female factor

HSBC Zencastr — Thu, 15 Aug 2024 08:44:21 -0000

Herald van der Linde and Prerna Garg discuss the growing trend of working women in Asia, how it's impacting consumer patterns, and what can be done to ensure a greater level of female participation in the region's labour force. Disclaimer: https://www.research.hsbc.com/R/101/nhhPzhx. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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SustainabilityTalks: Investing in the transition, perspectives from Asia with Impax

HSBC Zencastr — Mon, 12 Aug 2024 11:56:06 -0000

In this episode of SustainabilityTalks, we hear the investor’s perspective. The conversation revolves around how corporate governance reforms and various market developments around Asia are driving corporate value and investment returns, as well as around some of the exciting investment opportunities currently in focus for Impax Asset Management, the world’s largest dedicated impact and transition focused investor.

Listen as Natalya Oram, Director, Global Sustainability Solutions, Market & Securities Services, HSBC discusses the history of Impax and how it started, as well as the direction of travel for investors as the world transitions to a low carbon economy, with Nana Li, Head of Sustainability & Stewardship, Asia-Pacific, Impax Asset Management.

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The Macro Brief – After the sell-off

HSBC Zencastr — Fri, 09 Aug 2024 07:45:57 -0000

We examine what caused this week’s market volatility, ask whether we are through the worst, and take a cross-asset look at where we go from here. Disclaimer: https://www.research.hsbc.com/R/101/mNDKppk. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - A wild week for Asian equities

HSBC Zencastr — Thu, 08 Aug 2024 09:44:10 -0000

Herald van der Linde and fellow Equity Strategist Prerna Garg delve into the key drivers of this week’s volatile swings in Asian stock markets. Disclaimer: https://www.research.hsbc.com/R/101/pZTMKwT. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Summer sustainability

HSBC Zencastr — Fri, 02 Aug 2024 09:55:13 -0000

We catch up with our ESG team to look at some of the less obvious places where sustainability issues could arise - from beer to music festivals. Disclaimer: https://www.research.hsbc.com/R/101/wvTGvWx. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief - How to price emerging markets

HSBC Zencastr — Fri, 26 Jul 2024 10:13:24 -0000

Murat Ulgen, Global Head of Emerging Markets Research, examines whether investors are right to be upbeat on the prospects for EM risk assets.

Disclaimer: https://www.research.hsbc.com/R/101/fVFFhf9. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Decoding China's Third Plenum

HSBC Zencastr — Thu, 25 Jul 2024 12:51:55 -0000

Fred Neumann is joined by Chief China Economist Jing Liu to cut to the heart of China's official message following a major economic policy summit in Beijing. Disclaimer: https://www.research.hsbc.com/R/101/2HrbBwr . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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SustainabilityTalks: Navigating the Crossroads of Islamic Investing and ESG

HSBC Zencastr — Mon, 22 Jul 2024 14:18:48 -0000

Join us for an enlightening episode of SustainabilityTalks, where we delve into the fascinating intersection of Islamic Investing and ESG.

Listen as Patrick Kondarjian, Global Head of Sustainability Markets & Securities Services HSBC discusses key topics with esteemed guests, Dr. Liza Mydin, Chief Strategy Officer at EXIM Bank Malaysia, and Sefian Kasem, Head of ETF Investment Specialists at HSBC Global Asset Management, explore the principles of Islamic investment and its synergies with ESG. Discover how this unique investment approach is not only attractive to all clients but also contributes significantly towards sustainable investment goals. We'll also take you on a global tour, focusing on the rapidly growing market and the opportunities that lie ahead. Tune in to learn about the challenges, innovations, and future prospects in this exciting space, by clicking on one of the buttons below.

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The Macro Brief – What's driving bonds?

HSBC Zencastr — Fri, 19 Jul 2024 10:21:45 -0000

Steven Major, Global Head of Fixed Income Research, explains how both cyclical and secular forces contribute to the outlook for the bond market.

Disclaimer: https://www.research.hsbc.com/R/101/vhshHRp.

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Under the Banyan Tree - What can history tell us about Asia's AI rally?

HSBC Zencastr — Thu, 18 Jul 2024 13:24:06 -0000

Herald van der Linde and Fred Neumann take a deep dive into the Asia AI boom, where stocks from software development to energy are riding the wave of 2024's major market story. Disclaimer: https://www.research.hsbc.com/R/101/lsBBrGn . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Climate risks in the G20

HSBC Zencastr — Thu, 18 Jul 2024 13:20:49 -0000

James Rydge, Head of ESG Research, EMEA, assesses the rise of physical climate impacts across the G20 countries and whether they are prepared for the transition. Disclaimer: https://www.research.hsbc.com/R/101/fQdgvVF. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Global economic update

HSBC Zencastr — Fri, 28 Jun 2024 09:44:38 -0000

Janet Henry, Global Chief Economist, assesses whether the world economy can keep dodging the dangers in the second half of the year.

Disclaimer: https://www.research.hsbc.com/R/101/kMSgjHm

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Under the Banyan Tree - Trade winds

HSBC Zencastr — Fri, 28 Jun 2024 09:42:47 -0000

With Western tariffs on China in the headlines, Herald van der Linde and Fred Neumann delve into Chinese trade, where exports are close to record highs. Disclaimer: https://www.research.hsbc.com/R/101/kwDpqcN . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Asia's ageing, but does that have to be a bad thing?

HSBC Zencastr — Fri, 21 Jun 2024 09:35:04 -0000

Fred Neumann and Herald van der Linde tackle the long-standing challenge of Asia’s ageing population, and why it isn’t necessarily all doom and gloom. Disclaimer: https://www.research.hsbc.com/R/101/hFPMqKc . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – A conversation about currencies

HSBC Zencastr — Fri, 21 Jun 2024 09:30:32 -0000

We catch up with Paul Mackel, Global Head of FX Research, to find out how the latest financial and political developments are affecting the major currencies.

Disclaimer: https://www.research.hsbc.com/R/101/pskbcwv

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The Macro Brief – European election fever

HSBC Zencastr — Fri, 14 Jun 2024 07:52:52 -0000

European economists Simon Wells and Chantana Sam discuss new risks from election results in Europe and upcoming votes in France. Disclaimer: https://www.research.hsbc.com/R/101/SnjpzKF. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - There's always a 'but…'

HSBC Zencastr — Thu, 13 Jun 2024 10:31:58 -0000

Back from the Dragon Boat Festival holiday, Herald van der Linde and Erin Xin discuss what China’s latest travel and spending numbers say about the wider state of its economy. Disclaimer: https://www.research.hsbc.com/R/101/VSpSsmm.

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DigiTalks: Fund Tokenisation

HSBC Zencastr — Wed, 12 Jun 2024 15:44:43 -0000

In this episode of our DigiTalks podcast series we look at Fund Tokenisation, an exciting innovation for the financial services industry. Here we explain what fund tokenisation is, along with the benefits it brings to the asset management industry and investors

Listen as Mhairi Sandeman, Senior Product Manager for Trustee and Fiduciary Services at HSBC’s Securities Services, explores this topic with, John Allan, Head of the Innovation and Operations Unit at the UK’s Investment Association and Rachel Roch, Senior Product Manager for Digital, Data and Innovation at HSBC’s Securities Services, by clicking on one of the buttons below.

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The Macro Brief – The ECB moves ahead of the Fed

HSBC Zencastr — Fri, 07 Jun 2024 08:00:04 -0000

With the ECB cutting rates before the Fed for the first time in history, Fabio Balboni, Senior European Economist, and Ryan Wang, US Economist, assess the diverging paths of the two major central banks. Disclaimer: https://www.research.hsbc.com/R/101/lswn6Xs. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - India's election: The economics of a surprise result

HSBC Zencastr — Thu, 06 Jun 2024 14:22:02 -0000

Pranjul Bhandari, Chief India Economist, joins Fred to discuss the macro and market reaction to India’s landmark national vote, as well as the outlook for economic policy and reforms. Disclaimer: https://www.research.hsbc.com/R/101/vRqk9TD . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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DigiTalks: Digital Assets in Securities Finance

HSBC Zencastr — Mon, 03 Jun 2024 09:00:38 -0000

HSBC Markets and Securities Services have been very active in bringing forward initiatives to the market that bring Digital Assets to the Securities Finance space and in this podcast we explore the progress that has been made, the specific use cases where we can see material benefits in using a Digital Asset solution and where we think the industry will go next. Listen as Lindsey Mackie, Product Development Manager, Securities Lending & Treasury at HSBC’s Securities Services discusses Digital Assets in Securities Finance with HSBC’s experts John O’Neill, Global Head of Digital Assets Strategy, and Jamie Anderson, Global Head of Collateral Treasury Trading.

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The Macro Brief – The good, the bad and the ugly of AI

HSBC Zencastr — Fri, 31 May 2024 07:50:12 -0000

James Pomeroy, Global Economist, discusses the likely impact of artificial intelligence - including what it could mean for productivity, jobs, and emerging markets.

Disclaimer: https://www.research.hsbc.com/R/101/nXPrpkg Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree – Catching up on commodities with Paul Bloxham

HSBC Zencastr — Thu, 30 May 2024 12:43:27 -0000

Paul Bloxham, Chief Economist for Global Commodities, joins Fred for a wide-ranging chat, including the impact of China’s downturn and how climate change and the energy transition have become powerful forces for demand. Disclaimer: https://www.research.hsbc.com/R/101/PlpGv2S . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – The UK gears up for an election

HSBC Zencastr — Fri, 24 May 2024 07:59:00 -0000

With a general election now set for 4 July, Simon Wells, Chief European Economist, assesses the key challenges facing the incoming government. Disclaimer: https://www.research.hsbc.com/R/101/zmgJvbL. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - China property: Is the end of the crisis in sight?

HSBC Zencastr — Thu, 23 May 2024 12:22:54 -0000

As China unveils plans to end its property crisis, Fred Neumann talks to Jing Liu, Chief China Economist, and Michelle Kwok, Head of Asia Real Estate Research, about the outlook for the troubled sector. Disclaimer: https://www.research.hsbc.com/R/101/xphHSqx. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Europe's gas turnaround

HSBC Zencastr — Fri, 17 May 2024 08:12:18 -0000

Kim Fustier, Head of European Oil & Gas Research, explains why there has been a striking shift in the region’s gas markets. Disclaimer: https://www.research.hsbc.com/R/101/9SXVCdQ. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Exploring the Asia-Middle East corridor

HSBC Zencastr — Thu, 16 May 2024 11:21:16 -0000

Fred Neumann is joined by fellow economists Justin Feng in Hong Kong and Simon Williams in Dubai to discuss Asia’s deepening economic ties with the Middle East. Disclaimer: https://www.research.hsbc.com/R/101/bPMnw9s. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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RegTalks: Global Regulatory and Tax Developments to Watch in 2024

HSBC Zencastr — Fri, 10 May 2024 14:34:14 -0000

HSBC Markets and Securities Services have recently issued a paper sharing its view of some of the key global regulatory and tax developments to watch in 2024, and in this podcast we explore the main headline themes and do a deeper delve into some of these, including sustainability, digital and tax.

Listen as Mhairi Sandeman, Senior Product Manager for Trustee and Fiduciary Services at HSBC’s Securities Services discusses the main evolving regulatory and tax themes that we should be watching as we progress through 2024 with Ed Turner, Global Head of Product for Regulatory, Tax and Sustainability; HSBC, Ganesh Valakati, Director & Lead - Regulatory Services, Fund Services; HSBC, Sinéad Stocks, Global Head of Tax Product; HSBC and Jennifer Lo, Senior Product Manager for Regulation; HSBC by clicking on one of the buttons below.

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The Macro Brief – Gold's surprising surge

HSBC Zencastr — Fri, 10 May 2024 10:32:29 -0000

With gold prices recently hitting new highs, James Steel, Chief Precious Metals Analyst, looks at the unusual reasons behind the rally and whether it will last. Disclaimer: https://www.research.hsbc.com/R/101/sVlxMLt. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Has Hong Kong's reset arrived?

HSBC Zencastr — Thu, 09 May 2024 16:51:31 -0000

Fred Neumann sits down with Michelle Kwok and Erin Xin at our Hong Kong headquarters to discuss whether the city is turning a corner after a drawn-out spell in the doldrums. Disclaimer: https://www.research.hsbc.com/R/101/TzgJXCx. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Funding the Future

HSBC Zencastr — Fri, 03 May 2024 08:05:17 -0000

Mark McDonald outlines the findings from HSBC's inaugural Funding the Future Survey, which provides insights into investors’ views on venture capital, private equity, and high-growth sectors. Disclaimer: https://www.research.hsbc.com/R/101/fQ67McT Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Corporate governance and lessons from the Japanese eel

HSBC Zencastr — Thu, 02 May 2024 12:55:01 -0000

Fred Neumann and Herald van der Linde tackle the topic of Asian corporate governance and share buybacks in this week's episode, with a bonus splash of marine biology for those who make it all the way through. Disclaimer: https://www.research.hsbc.com/R/101/XqvxcBl . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – The US election and trade

HSBC Zencastr — Fri, 26 Apr 2024 09:49:39 -0000

Shanella Rajanayagam, Trade Economist, weighs up the risks around US trade tensions depending on who wins the presidential race.

Disclaimer: https://www.research.hsbc.com/R/101/tHPzpm7 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - State of the Region: King dollar, interest rates and trade

HSBC Zencastr — Thu, 25 Apr 2024 11:01:21 -0000

Fred Neumann and Herald van der Linde take a look at Asian markets and economics through the lens of three key topics making headlines in the investor community. Disclaimer: https://www.research.hsbc.com/R/101/zP6bqHz. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Why AI, aircons and fridges are feeling the heat

HSBC Zencastr — Fri, 19 Apr 2024 10:21:54 -0000

In this edition, Amy Tyler and Sean McLoughlin talk about their research into the global cooling market and why the boom in artificial intelligence may complicate efforts to bring down CO2 emissions. Disclaimer: https://www.research.hsbc.com/R/101/gXDF9cF Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - How are global investors feeling about China?

HSBC Zencastr — Fri, 19 Apr 2024 10:19:32 -0000

Herald van der Linde welcomes Steven Sun, Head of A-share Research, to the podcast to discuss investor sentiment on Chinese equities, which have seen a major selloff in recent months. Disclaimer: https://www.research.hsbc.com/R/101/RwxdNNr. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Two big themes at the HSBC Global Investment Summit

HSBC Zencastr — Fri, 12 Apr 2024 07:35:58 -0000

China and Artificial intelligence were among the themes dominating this year’s inaugural event in Hong Kong. Jing Liu, Chief Economist for Greater China, and Mark McDonald, Head of Data Science and Analytics, discuss. Disclaimer: https://www.research.hsbc.com/R/101/gmDxPHs Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Why quite a lot of things are getting cheaper

HSBC Zencastr — Thu, 11 Apr 2024 11:05:35 -0000

Fresh from the HSBC Global Investment Summit, Fred Neumann and Herald van der Linde take a look at how market forces in China are causing a ripple effect of falling prices around the world. Disclaimer: https://www.research.hsbc.com/R/101/QFQGhSg Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief - Has Europe turned a corner?

HSBC Zencastr — Fri, 05 Apr 2024 08:15:16 -0000

Chris Hare, Senior European Economist, assesses the region’s prospects with inflation close to target and policymakers on the brink of cutting rates. Disclaimer: https://www.research.hsbc.com/R/101/g2KbHsb. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Nvidia, Bitcoin and enough cement to turn Britain into a carpark

HSBC Zencastr — Fri, 05 Apr 2024 08:11:16 -0000

Fred Neumann and Herald van der Linde sink their teeth into some quirky facts on Asian markets and economics, as they comb through Herald’s latest '13 surprising stats' report. Disclaimer: https://www.research.hsbc.com/R/101/2kTNx6l. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Ready for rate cuts?

HSBC Zencastr — Thu, 28 Mar 2024 17:14:08 -0000

With the major central banks poised to begin their rate cutting cycles, we assess the outlook for the world economy with Janet Henry, Global Chief Economist. Disclaimer: https://www.research.hsbc.com/R/101/TrQbThH Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - A sentimental catch-up

HSBC Zencastr — Thu, 28 Mar 2024 10:56:34 -0000

Fred Neumann and Herald van der Linde are back together in the Hong Kong studio for a wide-ranging recap of investor sentiment across the region. Disclaimer: https://www.research.hsbc.com/R/101/NbXsTVk . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Shifting supply chains

HSBC Zencastr — Fri, 22 Mar 2024 11:16:42 -0000

Shanella Rajanayagam, Trade Economist, looks at how supply chains are reconfiguring globally and assesses the extent to which countries are moving production closer to home. Disclaimer: https://www.research.hsbc.com/R/101/FNpqB6N Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Globalisation isn't actually dead, is it?

HSBC Zencastr — Fri, 22 Mar 2024 11:13:56 -0000

Fred Neumann sits down with Asia Economist Ines Lam to discuss how Asian trade proves that cross-border integration is alive and well, despite what the headlines suggest. Disclaimer: https://www.research.hsbc.com/R/101/CQ6lZhH . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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DigiTalks: Digital Focus on AI Markets

HSBC Zencastr — Mon, 18 Mar 2024 12:02:33 -0000

In the midst of high levels of innovation in the trading space, HSBC has introduced AI Markets, a platform that is using AI to revolutionise the financial markets ecosystem. Listen as Selene Chong, Managing Director, Deputy Global Head of Equities & Head of Equities, Asia Pacific, speaks with Allen Li and Andrew Sharkey share the journey from ideation to implementation, giving a first- hand account of the thought processes and the collaboration that was needed to create the final product.

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Under the Banyan Tree – A new era for the Japanese yen?

HSBC Zencastr — Fri, 15 Mar 2024 11:00:11 -0000

Herald van der Linde sits down with Global FX Strategist Lenny Jin to discuss how a seemingly minor move for the JPY could have longer-term ripple effects for Asia’s FX and equity markets. Disclaimer: https://www.research.hsbc.com/R/101/GSBFttm Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Can cities absorb a billion people?

HSBC Zencastr — Fri, 15 Mar 2024 10:56:40 -0000

With urban populations set to rise dramatically over the next decade, James Pomeroy, Global Economist, looks at what cities need to do to unlock their economic potential. Disclaimer: https://www.research.hsbc.com/R/101/VRlVRpm Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – The UK's narrow margins

HSBC Zencastr — Fri, 08 Mar 2024 10:47:40 -0000

Simon Wells, Chief European Economist, assesses the state of the UK’s public finances following this week’s highly anticipated budget. Disclaimer: https://www.research.hsbc.com/R/61/tzBdGWN. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Can China achieve 'around 5%' growth?

HSBC Zencastr — Thu, 07 Mar 2024 12:44:09 -0000

Chief China Economist, Jing Liu, joins Herald van der Linde to discuss China's 2024 growth target and break down the jargon around it. Disclaimer: https://www.research.hsbc.com/R/61/bMqqk2X Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – AI: risks, rewards and regulations

HSBC Zencastr — Tue, 05 Mar 2024 10:19:56 -0000

We look at whether artificial intelligence can outperform human analysis of big data, what it might bring to the field of weather forecasting, and what policymakers are doing to regulate this rapidly developing technology. Disclaimer: https://www.research.hsbc.com/R/61/NPdRDRP

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Under the Banyan Tree - China's online retailers are going global

HSBC Zencastr — Fri, 01 Mar 2024 09:46:38 -0000

Herald van der Linde is joined by Head of Asia Internet and Gaming Research, Charlene Liu, to discuss the rise of Chinese online retail platforms in the US and Europe. Disclaimer: https://www.research.hsbc.com/R/61/sNpcHXz Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Countdown to the US elections

HSBC Zencastr — Fri, 23 Feb 2024 10:54:07 -0000

With November’s elections looming, we assess the state of play, key policy issues and implications for the Federal Reserve and the US dollar with Ryan Wang, US Economist, and Daragh Maher, Head of FX Strategy, US. Disclaimer: https://www.research.hsbc.com/R/61/GWGnfqJStay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - China's holiday spending by the numbers

HSBC Zencastr — Thu, 22 Feb 2024 15:35:35 -0000

Fred Neumann sits down with Chief China Economist Jing Liu to discuss travel and spending numbers over the Spring Festival period and what they tell us about the broader Chinese economy. Disclaimer: https://www.research.hsbc.com/R/61/2fbsXtr Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Solving the productivity puzzle

HSBC Zencastr — Fri, 16 Feb 2024 10:51:12 -0000

Chris Hare, Senior European Economist, looks at why productivity in the UK and eurozone has lagged behind the US – and what can be done to address.

Disclaimer: https://www.research.hsbc.com/R/61/TjPhn7J. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - ASEAN Insights: Vietnam, Malaysia & Singapore

HSBC Zencastr — Thu, 15 Feb 2024 13:16:07 -0000

In the final podcast of our three-part special, Fred Neumann is joined by ASEAN Economist Yun Liu for a look at what makes these key Southeast Asian economies tick, from semiconductors to tourism and the 'concert economy'. Disclaimer: https://www.research.hsbc.com/R/61/JWVQXJX Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – The baby bust intensifies

HSBC Zencastr — Fri, 09 Feb 2024 10:21:38 -0000

James Pomeroy, Global Economist, looks at how declining birth rates around the world are creating tough challenges for governments and economies.

Disclaimer: https://www.research.hsbc.com/R/61/TzDjqSG Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - ASEAN Insights: Indonesia

HSBC Zencastr — Thu, 08 Feb 2024 16:15:30 -0000

Fred Neumann welcomes Chief Indonesia Economist, Pranjul Bhandari, to the podcast to discuss the country's key industries, growth outlook, and how the upcoming national election could shape economic policy. Disclaimer: https://www.research.hsbc.com/R/61/KzdqhDD Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Timing of rate cuts

HSBC Zencastr — Fri, 02 Feb 2024 12:16:12 -0000

We assess the potential path of monetary policy on both sides of the Atlantic with Ryan Wang, US Economist, and Liz Martins, Senior UK Economist. Disclaimer: https://www.research.hsbc.com/R/61/VgCSnpv. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - ASEAN Insights: Philippines and Thailand

HSBC Zencastr — Thu, 01 Feb 2024 10:20:31 -0000

Fred Neumann and Aris Dacanay dissect two key ASEAN economies, from what Christmas dinner can tell us about The Philippines’ labour force to how Chinese dating is powering an iconic Thai export. Disclaimer: https://www.research.hsbc.com/R/61/CjNWFRF Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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HSBC Transition Pathways: Building greener growth

HSBC Zencastr — Mon, 29 Jan 2024 16:25:28 -0000

When it comes to reducing the carbon footprint of real estate, policy makers and regulators have traditionally focused on cutting down operational emissions – those that are produced by the in-use operation of buildings, from their heating, cooling and other uses of energy. In this podcast, we will explore the impact of design and materials on the carbon footprint of the real estate sector and

the economics behind green buildings.

Guests Johnny Yu, Advisor to the Chairman of Henderson Land Group, Kevin Ng, Senior Deputy General Manager and project lead on The Henderson building at Henderson Land Group, and Stephen Bramley-Jackson, HSBC’s Global Head of Real Estate Research, join host Gabriela Tennhard, Global Head of Market & Strategic Insights, HSBC to discuss sustainable practices in construction projects.

For more information on HSBC’s Transition Pathways Real Estate findings discussed in the episode visit here.

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The Macro Brief – To cut or not to cut?

HSBC Zencastr — Fri, 26 Jan 2024 10:37:38 -0000

With investors hoping for substantial interest rate cuts in 2024, Stephen King, Senior Economic Adviser, examines the dangers of premature monetary easing. Disclaimer: https://www.research.hsbc.com/R/61/6fSXSwT Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Busting the myths on Asian supply chains

HSBC Zencastr — Thu, 25 Jan 2024 12:44:43 -0000

Fred Neumann and Herald van der Linde are in myth-busting mode this week, debunking three widely held beliefs around the shifting landscape of Asian supply chains. Disclaimer: https://www.research.hsbc.com/R/61/FlFg9wK Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – The allure of AI

HSBC Zencastr — Fri, 19 Jan 2024 15:58:08 -0000

Mark McDonald, Head of Data Science and Analytics, looks at the sectors that are catching the eye of venture capital investors and the latest developments in artificial intelligence. Disclaimer: https://www.research.hsbc.com/R/61/k6GnhTL Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Red Sea disruption and the impact on Asia

HSBC Zencastr — Thu, 18 Jan 2024 12:53:58 -0000

Fred Neumann and Herald van der Linde sit down with Head of Shipping, Ports and Asia Transport Research, Parash Jain, to discuss the Red Sea situation and its impact on Asian shipping and supply chains. Disclaimer: https://www.research.hsbc.com/R/61/wXMcngk Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Talking Trade

HSBC Zencastr — Fri, 12 Jan 2024 10:11:44 -0000

Shanella Rajanayagam, Trade Economist, considers whether a recovery is in sight for global trade in 2024 – and discusses the key risks to watch. Disclaimer: https://www.research.hsbc.com/R/61/CHtzMFX Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Things you probably didn't know about Asian markets

HSBC Zencastr — Thu, 11 Jan 2024 10:04:04 -0000

Herald van der Linde and Fred Neumann dissect several surprising facts, figures and market observations unearthed by our Asia Equity Strategy team. Disclaimer: https://www.research.hsbc.com/R/61/gPDqkkt Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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HSBC Transition Pathways: From supply gaps to opportunities in the materials industry

HSBC Zencastr — Fri, 05 Jan 2024 12:59:59 -0000

The transition to net zero relies heavily on copper, lithium, nickel and many other key natural resources. Can supply meet the expected demand? What steps is the industry taking to expand production? Are we at risk from shortages of key materials needed in the coming years? In this episode, we answer all of these questions, plus look at key opportunities in the minerals and materials space.

Guests Leonardo Buizza, Lead Supply Chains and Materials Analyst, The Energy Transitions Commission, Sophie Lu, Global Head of Heavy Industry Decarbonisation, HSBC, and Michael Willoughby, Global Head of Metals, Mining and Transition Materials, HSBC, join host Zoë Knight, Managing Director and Group Head, HSBC Centre of Sustainable Finance, for this conversation.

For more information on insights discussed in this episode visit HSBC Transition Pathways: Industrials and Chemicals.

For more insights and reports visit HSBC’s Centre of Sustainable Finance.

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The Macro Brief – The global economy in 2024

HSBC Zencastr — Fri, 05 Jan 2024 10:01:44 -0000

Janet Henry, Global Chief Economist, assesses the complicated backdrop facing policymakers as they attempt to keep inflation on a steady downward trajectory. Disclaimer: https://www.research.hsbc.com/R/61/BJWxSX6 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Enter the Year of the Dragon

HSBC Zencastr — Thu, 04 Jan 2024 12:35:01 -0000

Fred Neumann and Herald van der Linde kick off 2024 with a special podcast outlining our key views for Asian markets and economics in the year ahead. Disclaimer: https://www.research.hsbc.com/R/61/kmzgfJ9 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Working towards clean energy supplies in the UAE

HSBC Zencastr — Wed, 03 Jan 2024 12:16:55 -0000

In this podcast, we explore the UAE’s energy transition journey. We look at TAQA, the UAE’s biggest utility company, which has ambitions to reduce energy emissions whilst also increasing the share of renewable energy they deploy globally. As part of its transition, TAQA issued its first green bond in early 2023 to help fund its various green projects, with the help of HSBC as Joint Lead Manager and Bookrunner. HSBC also acted as Joint Green Structurer on TAQA’s newly established Green Finance Framework.

Guests Stephen Ridlington, CFO, TAQA, and Ahmed Hashem, Head of Coverage, Abu Dhabi, Global Banking & Markets, HSBC, join host Fatima Galadari, Vice President, Abu Dhabi Government Coverage, Global Banking & Markets, HSBC, for this conversation.

For more insights and reports visit HSBC’s Centre of Sustainable Finance.

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Under the Banyan Tree - Replay: Live from HSBC Hong Kong

HSBC Zencastr — Fri, 15 Dec 2023 11:08:54 -0000

This week, we’re replaying our debut live episode of Under the Banyan Tree, recorded in front of an audience at HSBC Hong Kong in August 2023. Fred and Herald are joined by regional sector heads Jing Liu, Michelle Kwok and Frank Lee. Disclaimer: https://www.research.hsbc.com/R/61/9SZdWRp Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – EM cash looking for catalysts

HSBC Zencastr — Fri, 15 Dec 2023 11:04:43 -0000

Murat Ulgen, Global Head of Emerging Markets Research, assesses the results from our latest survey of EM investors and examines why they are seemingly undecided about the prospects for emerging market assets. Disclaimer: https://www.research.hsbc.com/R/61/fh9LTXb Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Funding the future revisited

HSBC Zencastr — Fri, 08 Dec 2023 10:40:50 -0000

This week, we’re replaying one of our most popular episodes of the year. Mark McDonald, Head of Data Science and Analytics, looks at how venture capital is helping to fuel transformative technology and business innovation.

Disclaimer: https://www.research.hsbc.com/R/61/WZwJZwR Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Asian Demographics revisited

HSBC Zencastr — Thu, 07 Dec 2023 12:13:25 -0000

This week, we’re replaying one of our most popular episodes of 2023. Herald van der Linde and Fred Neumann discuss the age, wealth and gender-related shifts that are taking place across Asia, and how they affect the region's markets and economies. Disclaimer: https://www.research.hsbc.com/R/61/Pb9JqzC Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Net zero gamechangers

HSBC Zencastr — Fri, 01 Dec 2023 11:14:07 -0000

James Pomeroy, Global Economist, looks at key themes that we track here at HSBC Global Research - from the Energy Transition to Disruptive Technology - and the role they will play in the response to climate change. Disclaimer: https://www.research.hsbc.com/R/61/RhnhkgT. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Asian elections in 2024

HSBC Zencastr — Fri, 01 Dec 2023 08:40:43 -0000

With no less than five Asian economies taking to the polls in 2024, Fred Neumann and Herald van der Linde discuss elections in the region and how they may impact markets and economic policy. Disclaimer: https://www.research.hsbc.com/R/61/vbnWWPM Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – The UK's spending spree

HSBC Zencastr — Fri, 24 Nov 2023 10:32:20 -0000

Liz Martins, Senior UK Economist, dissects the UK’s Autumn Statement made by Chancellor Jeremy Hunt and considers whether the giveaways offered are affordable. Disclaimer: https://www.research.hsbc.com/R/61/xBV9tHq Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - What do overseas clients want to know about Asia?

HSBC Zencastr — Thu, 23 Nov 2023 12:02:45 -0000

Having met with various clients in the US, Fred is back and reunited with Herald to discuss the main Asia talking points that investors are raising abroad. Disclaimer: https://www.research.hsbc.com/R/61/rhFCXvm Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – A glimpse into 2024

HSBC Zencastr — Fri, 17 Nov 2023 13:41:02 -0000

Max Kettner, Chief Multi-Asset Strategist, looks at what could be in store for risk assets next year and considers some of the push back he has been getting from investors. Disclaimer: https://www.research.hsbc.com/R/61/LjLDpc2 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Why are so many EV-related stocks falling?

HSBC Zencastr — Thu, 16 Nov 2023 10:37:33 -0000

There’s no doubt Asia, especially China, is embracing electric vehicles. So why are the share prices of so many EV and EV battery makers falling? Herald van der Linde talks to Yuqian Ding and Will Cho to understand what's going on. Disclaimer: https://www.research.hsbc.com/R/61/wFszJhZ Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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HSBC Emerging Markets Spotlight Podcast Series - Getting to the Core of Inflation

HSBC Zencastr — Thu, 16 Nov 2023 09:00:37 -0000

In this episode, one of HSBC’s most senior economists explores the current inflation landscape across the globe, discussing lessons from the past and extending the analysis in his recent book, We Need to Talk About Inflation, to consider whether we are reaching a new monetary policy paradigm.

Emerging Markets Spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC

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HSBC Emerging Markets Spotlight Podcast Series - Digital innovation in Markets

HSBC Zencastr — Wed, 15 Nov 2023 12:31:15 -0000

Generative AI is one of the latest technological megatrends. In this episode, our experts take an in-depth look at some of the financial, ethical and societal concerns that come along with this technology, as well as the broader AI ecosystem and the benefit it brings.

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The Macro Brief – Risks and equity markets

HSBC Zencastr — Fri, 10 Nov 2023 10:54:51 -0000

Alastair Pinder, Head EM and Global Equity Strategist, looks at how we can identify which macro and geopolitical risks are priced into stocks. Disclaimer: https://www.research.hsbc.com/R/61/dDzsTqp Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Indonesia: burgeoning opportunity

HSBC Zencastr — Thu, 09 Nov 2023 10:00:16 -0000

Herald van der Linde is joined by Joy Wang and Prerna Garg for a big picture discussion on one of Asia's best growth and investment stories - Indonesia. They cover topics from demographics, to consumer trends, and how things have changed since Herald lived there in the '90s. Disclaimer: https://www.research.hsbc.com/R/61/ZTl7BS7 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – The hype around hydrogen

HSBC Zencastr — Fri, 03 Nov 2023 08:25:18 -0000

Samantha Hoh, Senior Clean Tech Analyst, looks at how the US is driving ahead in its aim to develop a clean hydrogen economy. Disclaimer: https://www.research.hsbc.com/R/61/Hxtqnpb Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - What's bugging Asian markets?

HSBC Zencastr — Fri, 03 Nov 2023 08:20:30 -0000

Fred Neumann and Herald van der Linde discuss what's pushed Asian equities into negative territory in 2023, while key global indices including the S&P500 have seen decent gains. Disclaimer: https://www.research.hsbc.com/R/61/GNCSw2p Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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HSBC Emerging Markets Spotlight Podcast Series - Nearshoring to Mexico: It's happening already, what's next?

HSBC Zencastr — Wed, 01 Nov 2023 09:00:25 -0000

Nearshoring is a growing trend in Mexico. In this episode, we explore what nearshoring is. We look at why it is happening in Mexico, and what makes Mexico such and attractive place for the phenomenon. Finally, we explore trends companies should be aware.

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RegTalks: So what about the HKMA Contractual Stays?

HSBC Zencastr — Tue, 31 Oct 2023 12:15:12 -0000

Following the announcement of the Financial Institutions (Resolution) (Contractual Recognition of Suspension of Termination Rights—Banking Sector) Rules, all counterparties with existing non-Hong Kong law financial contracts embedded with an early termination right must ensure they are compliant with these rules before the regulatory deadline of February 2024 - by adhering to the Hong Kong Jurisdictional Module found on the ISDA website, signing an Omnibus Amendment Agreement or bilaterally amending their contracts.

Listen as Navin Desor, Head of Legal, Markets and Securities Services, HSBC, Asia-Pacific and Deborah Hajasi, Head of Markets Regulatory Change, HSBC, Asia-Pacific take a look with Michael Small, Project Manager, Transformation, Markets and Securities Services, HSBC, at the ‘what’, ‘why’, ‘when’, ‘who’, ’how’ and ‘what-if’ of the Stay Rules.

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HSBC Emerging Markets Spotlight Podcast Series: The impact of T+1: are you prepared?

HSBC Zencastr — Tue, 31 Oct 2023 10:47:42 -0000

With the transition to the T+1 settlement cycle set to take place in May 2024, we look at what the impacts are expected to be, including challenges around time zones, FX and liquidity. We also talk about what clients should be focusing on and how HSBC is enhancing its offerings to provide support in this transition.

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The Macro Brief – The UK's holding pattern and the USD's false summit

HSBC Zencastr — Fri, 27 Oct 2023 08:06:27 -0000

Liz Martins considers how the latest macro data could affect the UK’s next rate decision, and Daragh Maher looks at whether the dollar can continue to strengthen. Disclaimer: https://www.research.hsbc.com/R/61/trpqhfp Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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HSBC Sibos spotlight series - Revolutionising the customer experience in a fragmented world

HSBC Zencastr — Thu, 26 Oct 2023 09:00:37 -0000

Vinay Mendonca, Chief Growth Officer, Global Trade && Receivables Finance, HSBC and Gert Sylvest, Co-Founder, GM of Small Business & Fintech Product, Tradeshift join Eleanor Hill (TMI) for an informal discussion around driving supply chain resilience through embedded finance.

Vinay and Gert identify the challenges that corporates are facing in the supply chain space and consider the ways in which treasury teams can leverage ecommerce to homogenise the trade finance funding gap. Furthermore, find out more about a recent collaboration between HSBC and Tradeshift which is helping to produce embedded finance solutions to facilitate supply chain resilience for corporates.

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Under the Banyan Tree - China and global AI rollout

HSBC Zencastr — Thu, 26 Oct 2023 08:42:39 -0000

Herald van der Linde is joined by Head of Asia Technology Research, Frank Lee, and Head of China Internet Research, Charlene Liu, to discuss the rate of AI development in China and whether Chinese tech giants can rival key US players. Disclaimer: https://www.research.hsbc.com/R/61/SKDBKS2 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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HSBC Sibos Spotlight series - Plotting the payments pipeline: innovation and optimisation

HSBC Zencastr — Wed, 25 Oct 2023 14:51:00 -0000

Eleanor Hill (TMI) is joined by Mark Evans Global Head of Cross Border and Cross Currency Payments, HSBC and Lewis Sun, Global Head of Domestic and Emerging Payments, HSBC who highlight the exciting developments that are helping treasurers to ‘get payments right’ and meet rapidly changing client expectations. Mark and Lewis explore the tools and platforms on offer that are allowing corporates to seamlessly integrate payments with trade and FX across geographies, explaining why keeping abreast of payments developments is paramount to staying competitive.

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The Macro Brief – Europe's inflation fight

HSBC Zencastr — Fri, 20 Oct 2023 10:29:18 -0000

Simon Wells assesses the efforts of European and UK policymakers to bring inflation under control. Disclaimer: https://www.research.hsbc.com/R/61/kzdSDbW Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Forces for growth in India and Indonesia

HSBC Zencastr — Fri, 13 Oct 2023 10:17:50 -0000

In this edition, Janet Henry chats with Pranjul Bhandari about the outlook for growth in India, the world's most populous economy, and Indonesia, which is set to have the fourth-largest consumer population by 2030. Disclaimer: https://www.research.hsbc.com/R/61/97zmtKl Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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MarkeTalks: Portfolio Trends in 2024 – What will the Future Hold?

HSBC Zencastr — Thu, 12 Oct 2023 10:12:38 -0000

The landscape of Quantitative Investment Strategies has evolved considerably over the last 10 years. It has gone from focusing on building strategies targeting a single solution for a number of different scenarios, to now focusing on creating strategies targeting specific risk premia and that means understanding what risks markets are facing. Gabriela Tennhard, Global Head of Market & Strategic Insights for Markets & Securities Services, HSBC, is joined by James Pomeroy, Global Economist & Max Kettner, Chief Multi-Asset Strategist, both from HSBC Global Research, and Karim Traore, Head of EMEA QIS Solutions, HSBC Markets & Securities Services, as they give us an update of the current macro landscape and the outlook for equities and bonds in the short to medium term, by clicking on one of the buttons below.

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Under the Banyan Tree - The ripple effect of China's slowdown

HSBC Zencastr — Thu, 12 Oct 2023 09:23:49 -0000

Fred Neumann and Herald van der Linde discuss the knock-on effects of China’s slowdown across Asia, including the impact on trade, equity markets and finance. Disclaimer: https://www.research.hsbc.com/R/61/MnXJWsC Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The ESG Brief – Untangling the returns knot

HSBC Zencastr — Thu, 12 Oct 2023 08:30:54 -0000

In this edition, the team focuses on a big problem for the apparel industry: millions of returned goods are ending up in landfills and incinerators. Plus, we look at the sector's executive pay policies and whether they encourage sustainability.

Disclaimer: https://www.research.hsbc.com/R/61/RlZpgGb Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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HSBC Transition Pathways: Opportunities and challenges of retrofitting in Real Estate

HSBC Zencastr — Tue, 10 Oct 2023 08:04:58 -0000

Retrofitting existing buildings to make them more sustainable is a growing trend as the real estate industry looks to meet net zero targets. In this podcast, we examine the potential of retrofitting to reduce energy emissions. We look at how it works, what investors and developers can expect, and what the financials are in the current market, from both a UK and Asia perspective.

Guests Matt Mason, Partner and Head of Development at Crosstree Real Estate Partners in the UK, and Annie Feng, Sustainability Lead for Asia Pacific at Arcadis, join host Vivian Wong, Director of Real Estate Finance, HSBC Hong Kong to discuss the opportunities and challenges in the sector.

For more information on HSBC’s Transition Pathways Real Estate findings discussed in the episode visit here.

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The Macro Brief – EM's rough ride

HSBC Zencastr — Fri, 06 Oct 2023 08:47:24 -0000

Murat Ulgen looks at whether there are any signs of respite for emerging market assets with challenges continuing to mount up. Disclaimer: https://www.research.hsbc.com/R/51/nrbS76R Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Why US bond yields matter for Asia

HSBC Zencastr — Thu, 05 Oct 2023 09:17:51 -0000

Fred Neumann and Herald van der Linde discuss the impact of rising US bond yields and higher-for-longer US interest rates on Asian economies. Disclaimer: https://www.research.hsbc.com/R/61/2s6XG6R Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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HSBC Sibos spotlight series - What is the impact of shifting trading conditions, and how is this reshaping the way treasurers do business?

HSBC Zencastr — Tue, 03 Oct 2023 15:30:29 -0000

For the fourth edition of HSBC Sibos Spotlight series with TMI, Eleanor Hill invites Vivek Ramachandran, Global Head of Global Trade and Receivables Finance, HSBC to discuss the opportunities and challenges emerging from the ever-evolving global trade landscape, including the intersection of supply chain management, ESG, digital innovation and treasury functions.

Vivek also explores the role of banks in aiding their clients' transition to a new trade reality.

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The Macro Brief - What next for the global economy?

HSBC Zencastr — Fri, 29 Sep 2023 10:09:34 -0000

Janet Henry, Global Chief Economist at HSBC, examines the economic outlook with major central banks set to keep interest rates high for a prolonged period. Disclaimer: https://www.research.hsbc.com/R/51/jTkM9Tg Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - A rare wobble for Hong Kong property

HSBC Zencastr — Fri, 29 Sep 2023 09:22:14 -0000

Herald van der Linde is joined by Head of Asia Real Estate Research Michelle Kwok and Property Analyst Raymond Liu to discuss why Hong Kong property has hit an unusual slump. Disclaimer: https://www.research.hsbc.com/R/51/RmdshbC Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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HSBC Sibos spotlight series - Ask a friend: How banking partners are helping with treasury transformation

HSBC Zencastr — Mon, 25 Sep 2023 16:19:23 -0000

In the third episode in TMI and HSBC’s Sibos Spotlight podcast series, Manish Kohli, Global Head of Global Payment Solutions, HSBC sits down with TMI’s Eleanor Hill to explore key considerations for corporate treasurers in today’s digital landscape.

Our guest delves into the processes and technologies that treasury teams should prioritise, focusing on their rationale and outcomes, and outlines consequences for those who fail to embrace digital transformation. Additionally, he examines the pivotal role banks play in enhancing client data management, and their significance in helping to achieve real-time treasury success.

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The Macro Brief – Oil's surge

HSBC Zencastr — Fri, 22 Sep 2023 08:18:14 -0000

We look at what’s behind the recent oil market rally with Kim Fustier, Head of European Oil and Gas Research, and ask where prices could go from here. Disclaimer: https://www.research.hsbc.com/R/51/FCvLxJM Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - What does a stronger dollar mean for Asian FX?

HSBC Zencastr — Thu, 21 Sep 2023 12:12:15 -0000

With our FX team having turned more bullish on the USD, Fred Neumann speaks to Head of Asian FX Research, Joey Chew, about the implications of a stronger greenback for currencies across the region. Disclaimer: https://www.research.hsbc.com/R/51/kQvfdKH Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief - The UK's tough choices

HSBC Zencastr — Fri, 15 Sep 2023 10:49:20 -0000

Liz Martins assesses the daunting list of challenges facing the UK economy with sluggish growth, high inflation, elevated interest rates and a heavy debt burden. Disclaimer: https://www.research.hsbc.com/R/51/vGFLbSq Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - If China's slowing, what's driving commodities?

HSBC Zencastr — Thu, 14 Sep 2023 10:07:46 -0000

With commodity prices still high despite China's growth slowing, Fred Neumann talks to Paul Bloxham, Chief Economist for Global Commodities, about what's propping up a market historically propelled by Chinese demand. Disclaimer: https://www.research.hsbc.com/R/51/XGJnrQF Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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DigiTalks: Tokenisation – The new Asset Manufacturing Factory?

HSBC Zencastr — Thu, 14 Sep 2023 09:30:52 -0000

The digital asset space has showed great promise and revealed great challenges over the last few years. Blockchain and digital leger technology may pave the way for the future, but first players from the financial industry must come together to create a responsible and sustainable environment for all participants. Listen as Ussrah Hussain, Head of Innovation & MENAT Digital Lead, HSBC together with experts from across the industry, Abeer Al Saad, Director, Capital Markets Supervision, Capital Market Directorate, Central Bank of Bahrain, Kara Kennedy, Executive Director, Global Custody Product Management, JPM and Peter Loo, General Counsel, Virtual Asset Regulatory Authority (VARA), share their views on tokenisation and what the future might hold.

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HSBC Sibos spotlight series - Exploring the universe of digital assets and HSBC Orion

HSBC Zencastr — Wed, 13 Sep 2023 12:46:48 -0000

In the second episode in the HSBC Sibos Spotlight series, Eleanor Hill invites John O’Neill, Managing Director, Global Head of Digital Assets Strategy, HSBC and Zhu Kuang Lee, Managing Director, Chief Digital Data and Innovation Officer from HSBC to discuss the innovative activity happening around asset tokenisation.

In this candid deep dive, our guests identify the emerging use cases for tokenisation, touch on the future trends that could accelerate the adoption of digital assets, and explore the challenges that HSBC’s Orion platform is addressing for corporate treasurers in a tokenisation context.

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HSBC Sibos Spotlight – Harnessing Digital Disruption in Trade Finance

HSBC Zencastr — Fri, 08 Sep 2023 16:49:21 -0000

Why is trade finance ripe for digital disruption?

To answer this question, TMI’s Eleanor Hill invites Stephanie Betant, Managing Director, Head of Trade and Receivables Finance, HSBC UK and Bhrigu Singh, Chief Product Officer Global Trade and Receivables Finance, HSBC into the hot seat to discuss the transformative potential of digital trade, and the benefits it holds for treasurers.

In the first of TMI and HSBC’s Sibos Spotlight series, our guests cover how digitalisation within trade finance empowers SMEs and reduces risks, how regulation influences the industry’s ability to progress in digitising trade, and the ways in which treasurers and fintechs can work together to encourage the adoption of digital trade tools.

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The Macro Brief – Return of the King dollar

HSBC Zencastr — Fri, 08 Sep 2023 08:54:31 -0000

Paul Mackel outlines our latest thinking on the currency markets and examines whether the US dollar’s comeback can continue. Disclaimer: https://www.research.hsbc.com/R/51/j9MKKXn Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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MENATalks: Spotlight on IPOs in MENA

HSBC Zencastr — Thu, 07 Sep 2023 12:17:19 -0000

In 2022, the Initial Public Offering (IPO) landscape was dominated by countries in the MENA region, with the GCC raising about a quarter of all IPO funds raised worldwide during this time. What has been driving this growth and will it continue? What differentiates the region when it come to the IPO process?

Listen as Fawzi Sabbagh, Director, Head of Equity Sales, MENA, HSBC together with experts in the MENA region, Colin Milton, Listing Specialist, Qatar Stock Exchange, Nayef Al Athel, Chief of Listing, Saudi Exchange, Soheib Ghizali, Manager, Business & Market Development, Abu Dhabi Securities Exchange (ADX) and Tahir Mahmood, Head of Business Development, Dubai Financial Market (DFM) and Nasdaq Dubai, share their expertise on this topic.

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MENATalks: Spotlight on the UAE – Growth of Asset Management Landscape in MENAT

HSBC Zencastr — Tue, 05 Sep 2023 13:56:18 -0000

The Middle East, North Africa & Türkiye (MENAT) has experienced phenomenal growth in the past few years, including the asset management industry and the recent expansion of hedge fund activity in the region. Listen as Patrick George, Global Head of Markets & Securities Services, HSBC and Mohamed Al Marzooqi, UAE CEO, HSBC, discuss with Matt Kiraly, HSBC’s Global Co-Head of Platform Solutions and Head of ESG Sales, Americas, the recent developments in the MENAT region’s financial industry in part 2 of our Spotlight on the UAE – Platform Solutions Podcast Series.

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The Macro Brief – The future of work

HSBC Zencastr — Fri, 01 Sep 2023 09:20:09 -0000

James Pomeroy, Global Economist, assesses the potential impact of remote working and technological change on the labour market. Disclaimer: https://www.research.hsbc.com/R/51/MCJ6cMd Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree – Special: Live from HSBC Hong Kong

HSBC Zencastr — Thu, 31 Aug 2023 10:19:24 -0000

Fred and Herald take the podcast live for the first time ever, recording in front of a studio audience at HSBC's Asia headquarters, alongside special guests Jing Liu, Michelle Kwok and Frank Lee. Disclaimer: https://www.research.hsbc.com/R/51/QT7sSGs Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Bangladesh: Introducing a sleeping giant

HSBC Zencastr — Thu, 24 Aug 2023 15:57:51 -0000

Herald van der Linde is joined by fellow Asia Equity Strategist Prerna Garg for a broad discussion on the macro and micro factors attracting investors to one of the region's key frontier markets. This podcast is also available on Apple Podcasts http://grp.hsbc/UnderTheBanyanTree_Apple and Spotify http://grp.hsbc/UnderTheBanyanTree_Spotify.

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Under the Banyan Tree - An economic tour of ASEAN

HSBC Zencastr — Thu, 17 Aug 2023 07:37:25 -0000

From factory relocations to tourism and exotic fruit exports, Herald van der Linde sits down with ASEAN Economists Yun Liu and Aris Dacanay to discuss the key themes shaping ASEAN’s disparate economic landscape. Disclaimer: https://www.research.hsbc.com/R/51/JwJWSxR Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Funding the future

HSBC Zencastr — Fri, 11 Aug 2023 15:24:38 -0000

Mark McDonald, Head of Data Science and Analytics, looks at how venture capital is helping to fuel transformative technology and business innovation. Disclaimer: https://www.research.hsbc.com/R/51/9cHVhLJ Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The ESG Brief - How the net zero transition might transform Australia

HSBC Zencastr — Tue, 08 Aug 2023 19:03:27 -0000

In this edition, Paul Bloxham, Chief Economist for Australia and New Zealand and Global Commodities, reflects on Australia's efforts to kick-start its energy transition. Disclaimer: https://www.research.hsbc.com/R/51/vVSBVPt Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief - A tale of two central banks

HSBC Zencastr — Fri, 04 Aug 2023 09:11:41 -0000

Liz Martins, Ana Madeira and Joseph Incalcaterra assess the diverging policy paths in the UK and Brazil - with one central bank hiking and the other cutting interest rates. Disclaimer: https://www.research.hsbc.com/R/51/gQpVrT2 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree – What can China learn from Japan in the '90s?

HSBC Zencastr — Fri, 28 Jul 2023 12:36:16 -0000

It's an ongoing debate in markets and economics: is China going the way of Japan in the 1990s? Fred Neumann and Herald van der Linde discuss the various points for and against, plus the lessons China can learn from its fellow leading Asian economy. Disclaimer: https://www.research.hsbc.com/R/51/wJTWhRk Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief - At the peak?

HSBC Zencastr — Fri, 28 Jul 2023 12:26:56 -0000

Ryan Wang and Fabio Balboni examine how close we are to the end of the monetary tightening cycles in the US and Europe. Disclaimer: https://www.research.hsbc.com/R/51/wLdqDBw Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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MENATalks: Spotlight on the UAE - Asset Management in the DIFC

HSBC Zencastr — Mon, 24 Jul 2023 10:19:15 -0000

The overall asset management landscape in Dubai currently consists of more than 300 regulated managers and funds from around the world. Hedge funds have now discovered the MENA region with more than 65 of these wanting to do business in Dubai. Listen as Salmaan Jaffery, Chief Business Development Officer at the Dubai Financial Centre Authority (DIFC) and Matt Kiraly, HSBC’s Global Co-Head of Platform Solutions and Head of ESG Sales, Americas discuss the opportunities the UAE has from a hedge fund perspective and how asset managers can set up a presence in the region in part 1 of our Spotlight on the UAE Platform Solutions Podcast Series.

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The Macro Brief - What next for emerging markets?

HSBC Zencastr — Fri, 21 Jul 2023 11:55:22 -0000

Murat Ulgen looks at what we can expect from emerging markets in the second half of the year amid lingering concerns over the global economic backdrop.

Disclaimer: https://www.research.hsbc.com/R/51/tG7wvCl Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree – Why are Asian exports at such low levels?

HSBC Zencastr — Thu, 20 Jul 2023 10:22:07 -0000

With news that Chinese exports fell at their fastest pace for three years in June, Herald van der Linde and Fred Neumann discuss the state of Asian exports, which have long been a cornerstone of the regional economy. Disclaimer: https://www.research.hsbc.com/R/51/NRpklhw Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Supply chains, energy outlook, ESG sentiment

HSBC Zencastr — Fri, 14 Jul 2023 11:59:48 -0000

James Pomeroy explains why there has been a remarkable turnaround in supply chains, Charles Swabey examines just how reliant the global economy is on fossil fuels and Wai-Shin Chan assesses the growing anti-ESG sentiment in the US. Disclaimer: https://www.research.hsbc.com/R/51/fCGJ7Wh Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree – How are Chinese earnings rising as growth slows?

HSBC Zencastr — Thu, 13 Jul 2023 10:55:12 -0000

Fred Neumann and Herald van der Linde return to the Hong Kong studio to discuss how Chinese earnings growth can be on the rise at a time when the economy is clearly slowing. Disclaimer: https://www.research.hsbc.com/R/51/P7wSHgl Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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ESG in 2023: from mid-life crisis to new horizons

HSBC Zencastr — Thu, 13 Jul 2023 10:15:59 -0000

Over the last few years, sustainability and ESG-related factors have gone from being a secondary consideration to being a driving factor for how capital is allocated and how businesses are organised and run. In this episode, we look at what this evolution means, how it affects the business and financing worlds, and what comes next in this crucial topic. Guests Patrick Kondarjian, Global Head of Sustainability for Markets and Securities Services, HSBC, and Daniel Klier, Chief Executive Officer, ESG Book, are joined by host Gabriela Tennhard, Global Head of Market & Strategic Insights for Markets & Securities Services, HSBC.

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DigiTalks: Artificial Intelligence – A new paradigm

HSBC Zencastr — Wed, 12 Jul 2023 08:00:49 -0000

The evolution of Artificial Intelligence (AI) has accelerated in the past years with some ground breaking innovations, where a new paradigm has been created. Listen as Gabriela Tennhard, Global Head of Market & Strategic Insights, HSBC Markets and Securities Services, speaks to Mark McDonald, Head of Data Science and Analytics, HSBC Global Research and Einar Magnusson Head of AI Capabilities, HSBC Markets and Securities Services, as they discuss how AI is evolving and the opportunities it brings.

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The Macro Brief - Where in the world is inflation not a problem?

HSBC Zencastr — Mon, 10 Jul 2023 10:39:22 -0000

The HSBC Global Research team reviews how the dollar's performance may affect the course of EM currencies in the second half of 2023, and highlights where in the world inflation may not be the primary focus of policy makers. Disclaimer: https://www.research.hsbc.com/R/51/KckWhv9 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn (https://www.linkedin.com/feed/hashtag/hsbcresearch) or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree – China on track to smash its solar goals

HSBC Zencastr — Thu, 06 Jul 2023 11:11:04 -0000

With China on course to blast past its green energy goals up to five years early, Fred sits down with Renewables analysts Evan Li and Corey Chan for a broad discussion on the country's rapidly developing solar power industry.Disclaimer: https://www.research.hsbc.com/R/51/dXmTjFz Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief - The global economic outlook

HSBC Zencastr — Fri, 30 Jun 2023 08:20:40 -0000

Janet Henry assesses whether tightening cycles are nearly complete, the prospects for growth, and some of the upside and downside risks that might lie ahead for the world economy. Disclaimer: Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree – Unpacking India's vast consumer sector

HSBC Zencastr — Thu, 29 Jun 2023 13:09:35 -0000

In this special episode, recorded in India, Herald is joined by Consumer and Retail Analyst, Amit Sachdeva, for a wide-ranging discussion on the country's diverse and highly nuanced consumer sector.

Disclaimer: https://www.research.hsbc.com/R/51/XQLKvzF Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The ESG Brief - Climate change and migration

HSBC Zencastr — Thu, 29 Jun 2023 12:45:07 -0000

HSBC’s James Pomeroy, Global Economist, explores the risks of higher migration flows across the world due to climate change and whether demographic projections are keeping up Disclaimer: https://www.research.hsbc.com/R/51/mGxpLGf Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Beyond Tokenisation Podcast

HSBC Zencastr — Tue, 27 Jun 2023 16:24:08 -0000

In this podcast Northern Trust and HSBC will be sharing insights from our recently published whitepaper. “Beyond asset tokenisation: the evolving role of asset servicing”. Listen as Zhu Kuang Lee, Chief Digital, Data and Innovation Officer, HSBC Markets & Securities and Dan Sleep, Digital Assets and Financial Markets Specialist, Asia Pacific at Northern Trust, as they discuss the power of tokenisation as a true disruptor and how tokenisation and the broader growth of the digital world is challenging how asset servicers operate.

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Under the Banyan Tree – Stocks up, yen down

HSBC Zencastr — Mon, 26 Jun 2023 09:41:12 -0000

With China's economy rebounding slower than many expected, Fred is joined by Paul Bloxham, Chief Economist for Global Commodities, to discuss the knock-on effects for global metals, fossil fuels, agriculture and more. Disclaimer: https://www.research.hsbc.com/R/51/gtG2zJn Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Network Forum Podcast - DigiTalks: The Evolving nature of Network Management

HSBC Zencastr — Mon, 26 Jun 2023 08:29:35 -0000

In this podcast we explore the evolving nature of Network Management and how it has evolved over the years.

Listen to Xin Yi Tan, Product Manager, Digital, Data & Innovation, HSBC Markets & Securities Services as she discusses with Aditee Taskar, Head of Network Management, HSBC Markets & Securities Services, Asia Pacific and Rajeev Tummala, Head of Digital, Data & Innovation, HSBC Markets & Securities Services, APAC and MENAT, the changing asset landscape, and what that means for network management.

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The Macro Brief - Inflation headaches and China challenges

HSBC Zencastr — Fri, 23 Jun 2023 12:56:30 -0000

Chris Hare and Jorge Morgenstern look at how the latest inflation figures present contrasting outlooks for central banks in the UK, Europe and Latin America. Erin Xin considers the outlook for China’s growth. Disclaimer: https://www.research.hsbc.com/R/51/zDkcPs9 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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MarkeTalks: Servicing Trends of the Future - Private Assets

HSBC Zencastr — Mon, 19 Jun 2023 08:00:16 -0000

Private Assets have been a hot topic in the past years. The combination of increased investor demand with managers entering the market or increasing their fund ranges, has led to a need for more comprehensive servicing solutions with companies exploring how to effectively manage costs and meet the demands of their clients.

Listen as Melanie Sande, Director for Private Assets, Product Solutions, HSBC Markets & Securities Services and Alexis Vasquez Meissner, Global Co-Head of Platform Solutions, Global Head of Sales & Client Management, HSBC Markets & Securities Services explore the servicing trends of the future.

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The Macro Brief - EM investor attitudes, the rise of the drones, central bank update

HSBC Zencastr — Fri, 16 Jun 2023 10:33:48 -0000

Murat Ulgen assesses the findings from our latest survey of EM investors, Davey Jose explains why the commercial and consumer drone market is poised for huge growth and we update on central bank moves. Disclaimer: https://www.research.hsbc.com/R/51/WfnD2ML Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree – Charging ahead: The rapid rise of China's EV market

HSBC Zencastr — Thu, 15 Jun 2023 15:20:29 -0000

Herald and Fred sit down with Yuqian Ding, Head of China Autos Research, for a wide-ranging discussion on the Chinese electric vehicle industry, which is giving big names in the West a run for their money. Disclaimer: https://www.research.hsbc.com/R/51/VzbQbR7 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief - China's recovery, the Fed's outlook, dollar drivers

HSBC Zencastr — Fri, 09 Jun 2023 08:23:29 -0000

Jing Liu looks at how policymakers can boost confidence in China's recovery, Ryan Wang explains why the US rate hiking cycle is not yet over and Dominic Bunning outlines a framework for thinking about the dollar. Disclaimer: https://www.research.hsbc.com/R/51/xjClbgq Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Fund Forum Podcast - MarkeTalks: ETFs Exploring The Future

HSBC Zencastr — Fri, 09 Jun 2023 08:00:18 -0000

In this podcast we reflect on some of the key catalysts shaping future growth of the ETF industry in Europe, including retail adoption, the rise of active ETFs and the role of digital platforms.

Listen to Jane O Reilly, Global Client Executive Platform Solutions Securities Services, as she explores some of the key trends shaping the ETF industry with Steven Palmer, Global Head of ETF Product at HSBC and Robert Rushe, Global Head of ETF Product Securities Services at HSBC.

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Under the Banyan Tree – Stocks up, yen down: Putting Japan in context

HSBC Zencastr — Thu, 08 Jun 2023 09:43:20 -0000

With Japanese stocks at a multi-decade high and the yen at a six-month low, Fred and Herald discuss the macro and micro factors at play in Asia’s second-largest economy. This week’s special guest is Joey Chew, Head of Asian FX Research. Disclaimer: https://www.research.hsbc.com/R/51/RhRKRdx Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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DigiTalks: Implementing Blockchain Solutions

HSBC Zencastr — Tue, 06 Jun 2023 10:36:48 -0000

When it comes to implementing blockchain solutions there will be a number of factors to take into account, including the technology, the operating model, and legal and regulatory considerations.

Listen as Mhairi Sandeman, Senior Product Manager for Trustee & Fiduciary, and Regulation, HSBC Markets & Securities Services as she discusses with Rachel Roch and Xin Yi Tan, both Product Managers for Digital, Data & Innovation, HSBC Markets & Securities Services, the benefits that blockchain technology can bring to the financial services sector, such as faster transactions, enhanced security, better transparency and reduced cost.

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MarkeTalks: The impact of the US Securities Settlement Changes

HSBC Zencastr — Mon, 05 Jun 2023 09:43:06 -0000

In this podcast we discuss the impact of the recent ruling from the SEC to shorten the US settlement cycle for securities from two days to one. Listen as Neil Atkinson, Global Head of Banks & Broker Dealers, Client Management & Sales and Gemma Laman, Global Head of FX Solutions Sales, talk about the impact this will have on the FX conversions required as part of the trade lifecycle and some of the key considerations for Asset Managers.

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The Macro Brief - EM FX gets a dose of reality, Germany enters recession, Europe's data surprises

HSBC Zencastr — Fri, 02 Jun 2023 11:03:16 -0000

Paul Mackel examines the prospects for emerging market currencies, Stefan Schilbe looks at what’s behind Germany’s underperformance and Liz Martins explains why the latest European economic data are providing some welcome relief. Disclaimer: https://www.research.hsbc.com/R/51/9ZqtgD7 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree – An investors' guide to elections in Asia

HSBC Zencastr — Thu, 01 Jun 2023 11:27:05 -0000

With the Asian election cycle now underway, Herald and Fred discuss the implications of leadership votes for markets and economies across the region. Disclaimer: https://www.research.hsbc.com/R/51/Gzw7WSn Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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DigiTalks: Implications of MiCA – the EU's Markets in Crypto-Assets Regulation

HSBC Zencastr — Mon, 29 May 2023 08:30:08 -0000

In this podcast we discuss the implications of the EU’s Markets in Crypto-Assets Regulation (MiCA), which has been formally adopted by the European Council in May 2023. Listen as Mhairi Sandeman, HSBC Securities Services’ Senior Product Manager for Trustee & Fiduciary and Regulation, and Daniel Klingenbrunn, Principal Associate at Freshfields, discuss the final MiCA rules and consider the implications for crypto-asset service providers, issuers and the wider industry.

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The Macro Viewpoint - European hikes, US debt limit, China's recovery

HSBC Zencastr — Fri, 26 May 2023 10:46:01 -0000

Simon Wells explains why we see even more ECB and UK rate rises this year, Ryan Wang looks at whether the US is any closer to reaching an agreement on its debt limit and Jing Liu examines whether China’s economic recovery could gather momentum. Disclaimer: https://www.research.hsbc.com/R/51/CmZpGbL Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree – What we learnt at the HSBC China Conference

HSBC Zencastr — Fri, 26 May 2023 09:21:15 -0000

Fresh from HSBC's first in-person China Conference since 2019, Fred and Herald sit down to discuss the key takeaways from investors, corporates, policymakers and fellow analysts. Disclaimer: https://www.research.hsbc.com/C/1/1/320/sKBqqLW Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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RegTalks: Global Regulatory Developments to Watch in 2023

HSBC Zencastr — Tue, 23 May 2023 08:34:31 -0000

HSBC Securities Services have issued a comprehensive paper entitled “Global Regulatory and Tax Developments to Watch in 2023” and here we explore some of the key headline regulatory themes covered, with a focus on ESG and digital.

Listen to the discussion with Mhairi Sandeman - Senior Product Manager, Trustee & Fiduciary Services and Regulation; Paul Ellis - Global Product Head for ESG, Regulation, Tax and Trustee & Fiduciary; Ganesh Valakati - Director of Product Management for Regulation and Jennifer Lo - Senior Product Manager for Regulation, by clicking on one of the buttons below.

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The Macro Viewpoint - US debt ceiling, Swedish lessons, what's concerning companies

HSBC Zencastr — Fri, 19 May 2023 09:09:19 -0000

Daragh Maher looks at what uncertainty over the US debt ceiling means for the dollar, James Pomeroy explains why the Swedish economy deserves more attention and Shiva Joon uses data science to find out what companies are talking about most. Disclaimer: https://www.research.hsbc.com/R/51/7SnjHqP Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree – New India: What does tech growth mean for jobs?

HSBC Zencastr — Thu, 18 May 2023 10:47:25 -0000

Fred and Herald talk to Pranjul Bhandari, Chief India Economist, about how tech-focused sectors can more than double the size of the Indian economy in a decade. But can they also provide enough jobs to deal with a rapidly-rising population? Disclaimer: https://www.research.hsbc.com/R/51/wtP77cL Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Viewpoint -- India's digital drive, mixed global signals and a 12th UK rate rise

HSBC Zencastr — Fri, 12 May 2023 10:19:32 -0000

Pranjul Bhandari discusses how tech-focused sectors can power India’s growth, Harriet Smith charts the latest data on the global economy and Liz Martins assesses what’s next in UK monetary policy as borrowing costs approach a 15-year high.

Disclaimer: https://www.research.hsbc.com/R/51/DgBxsnV Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree -- China's clearly spending again, so what's up with its markets?

HSBC Zencastr — Thu, 11 May 2023 12:47:27 -0000

Herald van der Linde and Fred Neumann return to the podcast studio to discuss why, following the Golden Week consumer spending spree, Chinese equities still aren't giving investors much to get excited about. Disclaimer: https://www.research.hsbc.com/R/51/QBn6CRG Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Viewpoint - China's charge, Fed hikes, European FX

HSBC Zencastr — Fri, 05 May 2023 09:35:55 -0000

Jing Liu looks at whether China’s economic momentum can continue, Ryan Wang assesses the path for US monetary policy following the latest Fed rate hike and Dominic Bunning explains why it could be a good summer for the euro and sterling. Disclaimer: https://www.research.hsbc.com/R/51/K92Vmn9 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Viewpoint - What next for the UK, USD and oil?

HSBC Zencastr — Fri, 28 Apr 2023 12:11:08 -0000

Simon Wells assesses the state of the UK economy ahead of the coronation of King Charles III, Daragh Maher explains why the dollar could continue to weaken and Ajay Parmar discusses the impact of OPEC’s unexpected supply cuts on the oil markets. Disclaimer: https://www.research.hsbc.com/R/51/R7v9Hzt Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Viewpoint - Talking about inflation

HSBC Zencastr — Fri, 21 Apr 2023 14:15:17 -0000

In a special edition of the podcast, Stephen King looks at how we can begin to tackle the political and social upheaval unleashed by inflation. Disclaimer: https://www.research.hsbc.com/R/51/BNvDRQT Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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AsiaTalks: Taking the Lead – T+1 Innovation in India's settlement ecosystem

HSBC Zencastr — Fri, 21 Apr 2023 14:12:51 -0000

Hear how India transformed into a T+1 market along with a discussion on the benefits, challenges and solutions associated with these changes.

Gabriela Tennhard, Global Head of Market & Strategic Insights Markets & Securities Services, HSBC and Anuj Rathi, Head of Securities Services, HSBC India, discuss how the change to a T+1 settlement is revolutionising how trades are settled in India now.

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The ESG Brief - Hydrogen's role in the energy transition, and regulatory talking points

HSBC Zencastr — Fri, 21 Apr 2023 14:07:46 -0000

In this edition, we look at the rising opportunities for green hydrogen, the EU's Net-Zero Industry Act, and what's on the minds of investors amid a growing regulatory framework for ESG investing.

Disclaimer: https://www.research.hsbc.com/R/51/hPhmLMD Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Viewpoint - Higher rates headache, tracking China's recovery, gold rush

HSBC Zencastr — Fri, 14 Apr 2023 08:47:02 -0000

James Pomeroy looks at how concerns over financial stability have affected the global economic outlook, Erin Xin provides an update on China’s recovery and James Steel examines whether the recent surge in the gold price can be sustained.

Disclaimer: https://www.research.hsbc.com/R/51/sjM6pqQ Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Viewpoint - What's new in EM, and nine game-changing investment themes

HSBC Zencastr — Fri, 07 Apr 2023 12:55:45 -0000

Murat Ulgen assesses the prospects for EM assets against an even more complicated global backdrop and James Pomeroy looks at the potential impact of HSBC's nine key themes on the global economic picture.

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The Macro Viewpoint - Our Q2 economic outlook, decarbonising heat

HSBC Zencastr — Fri, 31 Mar 2023 11:35:24 -0000

Janet Henry looks at the challenges facing central banks as they try to balance the risks of persistent inflation and financial instability. Sean McLoughlin explains why efforts to decarbonise heat in buildings and industry need to be ramped up.

Disclaimer: https://www.research.hsbc.com/R/51/nrhBwSd Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Changing demographics in real time

HSBC Zencastr — Thu, 30 Mar 2023 10:07:38 -0000

Herald van der Linde and Fred Neumann discuss the key age, wealth and gender-related shifts that are taking place in Asia right now, as well as how they affect markets and economies across the region.

Disclaimer: https://www.research.hsbc.com/R/51/pM6xzKV. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Global Supply Chains – Networks of Tomorrow

HSBC Zencastr — Mon, 27 Mar 2023 08:00:05 -0000

Explore the findings from our global supply chains survey and learn how corporate leaders are approaching efficient and sustainable supply chains. We discuss the topics including how corporates are evaluating and adjusting their trade networks and supplier relationships, how organisations are prioritising digital adoption across supply chains, how sustainability is being implemented into supply chains and what your business can do to prepare for the commercial networks of the future.

This episode features guests Vivek Ramachandran, Head of Global Trade and Receivables Finance, HSBC, Natalie Blyth, Global Head of Commercial Banking Sustainability, HSBC, Patricia Gomes, Regional Head of Commercial Banking, MENAT, HSBC, and is hosted by Richard Dean, Journalist and Broadcaster.

To further explore our survey findings, visit https://www.gbm.hsbc.com/en-gb/campaigns/global-supply-chains.

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The Macro Viewpoint - Rates up, dollar down

HSBC Zencastr — Fri, 24 Mar 2023 08:40:56 -0000

Ryan Wang and Simon Wells review the latest rate hikes by the Fed and Bank of England following market turbulence. Paul Mackel explains why we think the dollar is likely to weaken over the coming months.

Disclaimer: https://www.research.hsbc.com/R/51/G6skjhS Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Banking volatility: Is Asia at risk?

HSBC Zencastr — Fri, 24 Mar 2023 08:37:46 -0000

With uncertainty gripping financial markets after big moves in the US and European banking sectors, Fred Neumann and Herald van der Linde discuss whether Asia could be at risk, and what the region has learned from history.

Disclaimer: https://www.research.hsbc.com/R/51/hBXNDQF. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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DigiTalks: Bolting the Stable - The Future of Stablecoins

HSBC Zencastr — Tue, 21 Mar 2023 10:29:29 -0000

In our DigiTalks podcast series last year we’ve previously discussed Stablecoins. We are now featuring a part 2, as this has proved to have been very topical with a vast amount of activity in this space since then, including a newsworthy stablecoin failure prompting a cryptocurrency crash, and resultant regulatory activity to protect markets and investors.

Listen to Mhairi Sandeman, Senior Product Manager for Trustee & Fiduciary Services and Regulation, Securities Services and James Pomeroy, Global Economist, Global Research, as they discuss the future of stablecoins.

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The Macro Viewpoint - The Macro Viewpoint -- Assessing a turbulent week

HSBC Zencastr — Fri, 17 Mar 2023 18:16:30 -0000

Max Kettner examines the latest moves following a volatile week for financial markets. Simon Wells and Dominic Bunning look at the ECB’s policy response and the implications for the currency markets.

Disclaimer: https://www.research.hsbc.com/R/51/Lkd7Jds Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - China's NPC: What happened and why it matters

HSBC Zencastr — Thu, 16 Mar 2023 17:37:25 -0000

Herald van der Linde is joined by Jing Liu and Erin Xin from our China Economics team to discuss various takeaways from Beijing's annual policy forum, including top-level appointments, growth targets and tighter financial services regulation.

Disclaimer: https://www.research.hsbc.com/R/51/vNdtBQV. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Viewpoint - EM bulls, Fed hikes, and a global data check

HSBC Zencastr — Fri, 10 Mar 2023 10:19:00 -0000

Murat Ulgen looks at why investors are turning more bullish in our latest EM sentiment survey, James Pomeroy assesses the latest global economic data and Ryan Wang explains why further US rate hikes are now likely.

Disclaimer: https://www.research.hsbc.com/R/51/lG9PGsd Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Japan and the BoJ: Understanding a unique economy

HSBC Zencastr — Thu, 09 Mar 2023 08:37:17 -0000

With a new central bank governor and questions over the future of Japan's ultra-low interest rates, Herald van der Linde speaks to James Lee, Chief Japan Economist, and Joey Chew, Senior Asia FX Strategist, about the country's macro outlook.

Disclaimer: https://www.research.hsbc.com/R/51/LZkKJgP. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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DigiTalks - Future of Insurance: Adapting to Digital

HSBC Zencastr — Mon, 06 Mar 2023 09:00:23 -0000

Managing data is paramount for today’s insurers. Here we focus on how insurers can better manage their data by looking at how data can be used and stored more effectively.

Listen as Sam Ray, Director in the Insurance Sector Product team, Markets & Securities Services HSBC discusses this in detail with Paul Clark, Head of Digital, Data & Innovation - Europe & Americas.

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The Macro Viewpoint - China policy preview, a boost for the UK, dollar drivers

HSBC Zencastr — Fri, 03 Mar 2023 11:45:18 -0000

Erin Xin outlines what to expect from China's upcoming National People's Congress, Liz Martins explains why there is some good news for the UK economy and Daragh Maher looks at the drivers behind the dollar’s rally.

Disclaimer: https://www.research.hsbc.com/R/51/LSwQBkH Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Geopolitics deconstructed

HSBC Zencastr — Thu, 02 Mar 2023 12:23:31 -0000

Herald van der Linde and Fred Neumann break down the impacts of geopolitical risk on Asian economies and financial markets, from trade tensions to supply chains and capital flows.

Disclaimer: https://www.research.hsbc.com/R/51/QPGJtHq. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Viewpoint -- The rise of Avatars, Europe's hawks and Brazil's fiscal concerns

HSBC Zencastr — Fri, 24 Feb 2023 09:57:03 -0000

In this edition, Mark McDonald investigates the rise of Generative AI and an Avatar joins him. Simon Wells looks at what the latest economic data says about recession risks in Europe. Ana Madeira addresses the rise of fiscal concerns in Brazil.

Disclaimer: https://www.research.hsbc.com/R/51/WPpc7Nl Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Shouldn't we be done with inflation by now?

HSBC Zencastr — Thu, 23 Feb 2023 09:45:12 -0000

Fred Neumann and Herald van der Linde are back in the studio discussing why, two months into 2023, inflation and central bank action are still major themes across Asian markets and economies. Disclaimer: https://www.research.hsbc.com/R/51/pgsJnDJ. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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DigiTalks - Exploring DORA - The EU's Digital Operational Resilience Act

HSBC Zencastr — Mon, 20 Feb 2023 08:00:03 -0000

In this podcast we explore the EU’s Digital Operational Resilience Act (DORA), which entered into force in January 2023 with application from January 2025.

Listen as Mhairi Sandeman, HSBC Securities Services’ Senior Product Manager for Global Trustee and Fiduciary Services, speaks with Claire Harrop, Senior Associate in the Financial Institutions Group at Freshfields, to help digest the final DORA requirements and consider the steps financial entities need to take to be ready.

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The Macro Viewpoint - China's speedy recovery, batteries and brownouts

HSBC Zencastr — Fri, 17 Feb 2023 09:55:10 -0000

In this edition, Jing Liu outlines why China's growth may be faster than expected. Linnet Cotterill explains the EU's big spotlight on the EV battery supply chain, and David Faulkner looks at the fiscal strains in South Africa. Disclaimer: https://www.research.hsbc.com/R/51/ssW7Qsh Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - China's rebounding faster than we thought

HSBC Zencastr — Thu, 16 Feb 2023 14:22:27 -0000

Herald van der Linde is joined by Chief China Economist Jing Liu for an update on our latest China GDP forecasts, as Asia's largest economy gathers steam faster than expected. Disclaimer: https://www.research.hsbc.com/R/51/fWxhqsQ. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Viewpoint - America's rolling recession, a UK outlook, and an Alpine ski lesson

HSBC Zencastr — Fri, 10 Feb 2023 13:55:15 -0000

In this edition, Janet Henry looks at the US economic slowdown, China and global trade. Dominic Bunning sees strength in the British currency, and Amy Tyler probes what the rocky start to the ski season tells us about climate change. Disclaimer: https://www.research.hsbc.com/R/51/6TZSVTv. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - How Asia got its flows back

HSBC Zencastr — Thu, 09 Feb 2023 14:23:23 -0000

Herald van der Linde sits down with Head of Asia FX Research Joey Chew and Equity Strategist Prerna Garg to discuss what's bringing money back to the region's stock and currency markets in 2023.

Disclaimer: https://www.research.hsbc.com/R/51/J6zMFBd. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Viewpoint - 24-hour central bank dash

HSBC Zencastr — Fri, 03 Feb 2023 10:30:35 -0000

Ryan Wang and Simon Wells assess the latest rate hikes by the Fed, ECB and the Bank of England and consider the future path of monetary policy. Disclaimer: https://www.research.hsbc.com/R/51/jrvkWWL Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The ESG Brief - Weighing the EU's new carbon rules on an industrial scale

HSBC Zencastr — Thu, 02 Feb 2023 17:25:43 -0000

In this edition, James Rydge, Head of ESG Research, EMEA, explains one of the newest acronyms in the European Union's journey to a net zero economy, CBAM, and the long-term impact it may have on the region's biggest industrial carbon dioxide emitters. Disclaimer: https://www.research.hsbc.com/R/51/rMBMW6s Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Navigating inflation as markets move upwards

HSBC Zencastr — Thu, 02 Feb 2023 11:00:03 -0000

Fred and Herald discuss how expectations of lower US interest rates are supporting Asian equities. Paul Bloxham joins the conversation from Sydney to talk inflation challenges in Australia and New Zealand, as well as the global commodities outlook. Disclaimer: https://www.research.hsbc.com/R/51/TFTC7pF Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Viewpoint - Will AI take your job and how much will the ECB's rate hikes hurt?

HSBC Zencastr — Mon, 30 Jan 2023 12:36:14 -0000

James Pomeroy looks at how advances in AI could reshape the world of work, Fabio Balboni explains why ECB rate hikes may hurt growth more than expected and Jon Brandt considers how China’s reopening could boost metals prices. Disclaimer: https://www.research.hsbc.com/C/1/1/320/nHXXldS Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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HSBC Transition Pathways: Unlocking the energy pathway

HSBC Zencastr — Mon, 30 Jan 2023 07:00:09 -0000

In our new mini-series ‘Transition Pathways’, we’ll be having conversations about some of the most carbon intensive industries. We’ll explore how they’re moving forward on the path to net zero and examining some of the macro drivers, demands and innovation influencing their strategies. In our first episode, we discuss the survey findings from 300 global energy companies which reveal how they are making the transition to a more sustainable future, with HSBC’s Group Head of Climate Transition, Seb Henbest.

If you would like to explore more of the findings discussed in this episode or further insights relating to Transition Pathways visit our website.

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The Macro Viewpoint - Are investors right to be bullish and is Europe's energy crisis over?

HSBC Zencastr — Wed, 25 Jan 2023 16:22:56 -0000

Mark McDonald delves into some unusually positive signals towards risk assets from our machine learning models and Kim Fustier assesses the outlook for the oil and gas markets. Disclaimer: https://www.research.hsbc.com/R/51/NJBKCdv Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - The economics of going green in Asia

HSBC Zencastr — Thu, 19 Jan 2023 09:51:51 -0000

Herald van der Linde is joined by Evan Li, Head of Asia Energy Transition Research, to discuss the opportunities and challenges of renewable energy in the region, where China is both the leading polluter and number one name in solar and wind.

Disclaimer: https://www.research.hsbc.com/R/51/FjWqvLS Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Viewpoint - What's next for the global economy and emerging markets

HSBC Zencastr — Mon, 16 Jan 2023 12:33:41 -0000

Janet Henry and Murat Ulgen discuss the impact of China’s reopening on the rest of the world, the outlook for inflation and central bank policy, and whether emerging market assets can recover some of the deep losses seen over the past two years.

Disclaimer: https://www.research.hsbc.com/R/51/mwJssbL Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - China gets ready to travel and spend

HSBC Zencastr — Thu, 12 Jan 2023 14:22:48 -0000

Herald van der Linde and Fred Neumann discuss the wide-ranging impacts of China's grand reopening on economies and equity markets in Asia and beyond.

Disclaimer: https://www.research.hsbc.com/R/51/76bBVxx Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Viewpoint - China's great reopening and Europe's inflation challenge

HSBC Zencastr — Fri, 06 Jan 2023 10:27:10 -0000

Jing Liu examines the macro issues facing China as key COVID-related restrictions are lifted. Simon Wells considers whether European policymakers may be overly optimistic on how quickly they can return inflation to their 2% target.

Disclaimer: https://www.research.hsbc.com/R/51/zMDj6xp Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Asia in 2023: Economics and equities in the Year of the Rabbit

HSBC Zencastr — Thu, 05 Jan 2023 10:22:53 -0000

Fred Neumann and Herald van der Linde discuss the key issues shaping Asian economies and equity markets in 2023, including interest rates, inflation and China’s grand re-opening.

Disclaimer: https://www.research.hsbc.com/R/51/czw7wxr Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Viewpoint - The 2023 outlook, and the return of EM bulls

HSBC Zencastr — Fri, 16 Dec 2022 16:02:14 -0000

Janet Henry explains why a near-term slowdown in inflation will not warrant rate cuts from the major central banks in the coming year. Murat Ulgen finds investors are turning more bullish in our latest EM sentiment survey.

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The Macro Viewpoint - China's reopening, Eurozone wage risks, and a global data check

HSBC Zencastr — Fri, 09 Dec 2022 09:45:08 -0000

Jing Liu discusses our revised GDP forecasts in light of China’s property and COVID-19 policy changes, Fabio Balboni looks at how labour market developments could affect inflation and James Pomeroy assesses a divide in the latest economic data.

Disclaimer: https://www.research.hsbc.com/C/1/1/320/PR9lVgN | Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The ESG Brief - What 352 finance professionals are telling us

HSBC Zencastr — Thu, 08 Dec 2022 09:03:25 -0000

Wai-Shin Chan, Head of ESG Research and the Climate Change Centre, weighs up the results of our third ESG Sentiment Survey and finds few big wins from the recent COP27 global climate negotiations.

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Under the Banyan Tree - Semiconductors: Perspective after the Perfect Storm

HSBC Zencastr — Thu, 01 Dec 2022 10:49:23 -0000

Fred Neumann is joined by Head of Asia Technology Research, Frank Lee, for a discussion on the outlook for global semiconductors, where Asia plays by far the largest role of any region.

Disclaimer: https://www.research.hsbc.com/R/51/6H7RLBJ Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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US Monetary Policy and its Effect on Global Markets

HSBC Zencastr — Tue, 29 Nov 2022 14:04:53 -0000

In this episode of EM Spotlight, Janet Henry, Global Chief Economist at HSBC, speaks with James Bullard, President and CEO of the Federal Reserve Bank of St. Louis, on the Federal Reserve’s efforts to tame inflation and how quantitative tightening is affecting global markets. This episode was recorded from a virtual event on Sept. 29.

Emerging markets spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC.

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Best of EM Global Food Prices in Crisis

HSBC Zencastr — Tue, 29 Nov 2022 13:58:27 -0000

In this episode, we explore the current state of global food prices. Dr Murat Ulgen, Global Head of GEMs Research at HSBC, hosts World Bank Senior Economists John Baffes and Peter Nagle as they discuss the larger backdrop against which global food prices are rising, the factors that are directly impacting these price changes and finish by taking a look at what the policy response has been and the knock-on consequences of higher prices.

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The Macro Viewpoint - Gas markets, Supply Chains, Europe and UK Outlook

HSBC Zencastr — Fri, 25 Nov 2022 09:43:14 -0000

Kim Fustier assesses what the mild autumn weather means for gas prices, James Pomeroy considers whether easing supply chain bottlenecks will help lower inflation and Chris Hare examines the prospects for a recession in Europe. Disclaimer: https://www.research.hsbc.com/R/51/cH2Rcxd Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Can China's new COVID measures stall the slowdown?

HSBC Zencastr — Thu, 24 Nov 2022 09:17:12 -0000

With COVID-19 cases soaring across China, Fred Neumann talks to Chief China Economist, Jing Liu, about Beijing’s new approach to containment and how it could impact the economic outlook for the country and beyond. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here.

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The Macro Viewpoint - The USD peak, a game changer for China property and UK budget reaction

HSBC Zencastr — Fri, 18 Nov 2022 10:53:00 -0000

Paul Mackel explains why we expect USD strength to reverse next year, Jing Liu assesses China’s latest steps to stabilise the property market and Liz Martins examines the new UK government’s plans to plug the fiscal shortfall. Disclaimer: https://www.research.hsbc.com/R/51/tnslnDz Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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Emerging Market Spotlight Podcast Series: Challenges and Opportunities in the Current EM Investment Environment

HSBC Zencastr — Thu, 17 Nov 2022 17:24:07 -0000

In this episode EM experts examine the challenges that have buffeted emerging markets over the last year, including geopolitical tensions, high commodity prices and inflationary shocks. How should investors approach this complex and somewhat tricky environment, and what are the bright spots? Dr. Murat Ulgen HSBC’s Global Head of Emerging Markets Research, and Celina Apostolo Merrill, Portfolio Manager of Emerging Market Corporate Debt at Blackrock, join host Cary Goodwin, Head of Institutional Sales, Americas & Head of Global Debt Market Sales at HSBC, for this conversation. Emerging Markets Spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC.

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Under the Banyan Tree - India: A New Growth Era in a Top Five Economy

HSBC Zencastr — Thu, 17 Nov 2022 10:43:41 -0000

With India having recently overtaken the UK as the world’s fifth largest economy, Fred Neumann talks to Chief India Economist, Pranjul Bhandari, about the modern growth drivers that we think can push GDP beyond its 6% average in recent years. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here.

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Emerging Markets Spotlight – EM Economics

HSBC Zencastr — Wed, 16 Nov 2022 13:19:40 -0000

HSBC Global Chief Economist Janet Henry leads a panel of distinguished speakers discussing the current challenges facing EM economies across the globe – and the positive signs that may yield opportunities going forward.

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EM Wealth and the Rise of the Family Office

HSBC Zencastr — Wed, 16 Nov 2022 13:17:54 -0000

As wealth rises in emerging markets, we are seeing the rise of the family office across these regions, with the fastest regions for growth being Asia and MENA. Why might a family consider setting up a family office? What are the key considerations? And, how does HSBC work to help clients in this position. Hear from wealth, advisory and private banking experts on this subject.

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HSBC's Sibos Spotlight: View from Sibos

HSBC Zencastr — Tue, 15 Nov 2022 09:00:13 -0000

In the final episode of our Sibos podcast miniseries, TMI’s Eleanor Hill is joined by Nadine Lagarmitte, Neil Atkinson and Vinay Mendonca as they look back at Sibos 2022. Our guests discuss the prevalent topics from the event such as payment APIs, digital innovation, global trade and also share their key take-aways from our week in Amsterdam.

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Emerging Markets Spotlight – Exploring the Current EM Environment

HSBC Zencastr — Mon, 14 Nov 2022 12:04:51 -0000

Two veteran observers of emerging markets, Surendra Rosha, Co-CEO APAC, HSBC, and Mark Tucker, HSBC Group Chairman, examine the current environment, exploring inflation, the possibility of a recession, strengths, downside risks, and more. The speakers take a deep dive into particular regions and the effects of current geopolitical events, making for a fascinating and comprehensive conversation on the subject that is not to be missed.

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Digital Innovation and the Future of Financial Service

HSBC Zencastr — Mon, 14 Nov 2022 11:36:47 -0000

The finance industry is experiencing its “Blockbuster to Netflix” moment as digital innovations like DLT are revolutionising how banking works and what clients expect from service providers. This conversation features some of the bank’s senior most leaders in a fascination conversation around what is driving digital innovation in financial services.

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The Macro Viewpoint - Global data, South Africa's challenges, oil prices

HSBC Zencastr — Fri, 11 Nov 2022 13:47:12 -0000

We look at whether the latest economic data could drive a dovish turn by central banks, find out how power cuts and transport disruptions are hurting South Africa’s growth outlook and consider whether oil prices are poised to hit triple digits. Disclaimer: https://www.research.hsbc.com/R/51/zDJ7mVB. Stay connected and access free to view reports and videos from HSBC Global Research click here: https://www.gbm.hsbc.com/insights/global-research.

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Under the Banyan Tree - Asia's emerging stars?

HSBC Zencastr — Fri, 11 Nov 2022 12:56:33 -0000

With much of the region and the world fearing the effects of slowing trade and recession risk, Fred Neumann sits down with ASEAN Economist, Yun Liu, to discuss two Asian economies with a far brighter outlook. Disclaimer: https://www.research.hsbc.com/R/51/qzhpLBv To stay connected and to access free to view reports and videos from HSBC Global Research click here: https://www.gbm.hsbc.com/en-gb/campaigns/global-research/open-pass

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The Macro Viewpoint - US and UK hikes, EM FX outlook

HSBC Zencastr — Fri, 04 Nov 2022 10:52:00 -0000

We assess the differing monetary policy paths of the US and UK following large rate rises and look at what a peak in the dollar could mean for emerging market currencies. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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The ESG Brief -- COP27 and climate stocks

HSBC Zencastr — Wed, 02 Nov 2022 11:20:27 -0000

Wai-Shin Chan previews the UN climate talks in Egypt in November amid economic and geopolitical tensions; Amit Shrivastava tracks the market performance of climate-related stocks. Disclosures and Disclaimers can be found here. To stay connected and to access free to view reports and videos from HSBC Global Research click here.

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The Macro Viewpoint - ECB hikes, FX drivers, trade challenges

HSBC Zencastr — Fri, 28 Oct 2022 08:51:16 -0000

We assess the outlook for Europe’s monetary policy following the ECB’s latest rate hike, consider what’s next for the EUR and USD, and look at what to expect after the global trade boom. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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Under the Banyan Tree - What's next for China's economy?

HSBC Zencastr — Thu, 27 Oct 2022 09:56:18 -0000

With China GDP beating expectations, but the economy still facing challenges on multiple fronts, Fred Neumann sits down with Chief China Economist Jing Liu to discuss the next steps for the world’s second largest economy. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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The Macro Viewpoint - UK special

HSBC Zencastr — Fri, 21 Oct 2022 09:35:19 -0000

Following Liz Truss’s resignation as prime minster, we look at what’s next for the UK economy, rates and GBP ahead of the scheduled budget on 31 October. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here.

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How businesses are implementing the energy transition

HSBC Zencastr — Wed, 19 Oct 2022 08:00:07 -0000

During this episode we speak with leaders from different sectors about how they are thinking about and implementing the transition to low and zero carbon energy. What are the challenges they face? How are their business operations evolving in light of the transition? And, how is it all being financed?

To find out how HSBC is supporting businesses on their sustainable ambitions, click here.

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What does a successful COP27 look like?

HSBC Zencastr — Tue, 18 Oct 2022 08:00:38 -0000

In this episode, Wai-Shin Chan, Head of the Climate Change Centre of Excellence and Global Head of ESG Research at HSBC, talks with Nigel Topping, the UK's High-Level Climate Action Champion, and Jenny McInnes, Group Head of Sustainability Policy & Partnerships at HSBC, about the road to COP27. What has been learned from COP26 and which policies and promises have been acted on? And what can we expect from this year’s event?

To find out how HSBC is supporting businesses on their sustainable ambitions, click here.

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The Macro Viewpoint - UK rates volatility explained, EM's rough ride

HSBC Zencastr — Fri, 14 Oct 2022 09:01:43 -0000

We take an in-depth look at what’s going on in the UK bond market following another week of turbulence and look at whether there will be any respite for emerging markets assets amid mounting economic challenges.

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Under the Banyan Tree - Asia and the trade boom: Has the cargo ship sailed?

HSBC Zencastr — Thu, 13 Oct 2022 08:46:17 -0000

With the peak-pandemic trade surge a thing of the past and freight rates plummeting, Fred Neumann talks to Shanella Rajanayagam and Parash Jain about the outlook for shipping and trade, and what it could mean for export-reliant Asian economies. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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Emerging Markets Spotlight Podcast Series - Taking stock of emerging markets

HSBC Zencastr — Mon, 10 Oct 2022 04:00:08 -0000

In this episode of Emerging Markets Spotlight, Dr. Murat Ulgen, Global Head of Emerging Markets Research at HSBC, speaks with Mary Therese Barton, Head of Emerging Market Fixed Income at Pictet AM about how emerging markets have evolved over the last 20 years and how investment in this asset class could change in the face of rising inflation and looming recessions.

Emerging Markets Spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s leading institutional investors. For further insight and information around emerging markets, visit https://www.gbm.hsbc.com/en-gb/campaigns/accessing-emerging-markets-2022

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The Macro Viewpoint - Bond market spillover, Europe's challenges and a quantum disruption

HSBC Zencastr — Fri, 07 Oct 2022 13:34:42 -0000

We look at how UK gilts have been a source of volatility for global bond markets, consider how setting appropriate policy in Europe has become even harder and assess how quantum computing could disrupt the global economy.

Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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Under the Banyan Tree - Divergence Down Under

HSBC Zencastr — Thu, 06 Oct 2022 08:57:19 -0000

Fred Neumann is joined by HSBC’s Chief Economist for Australia, New Zealand and Global Commodities, Paul Bloxham, to discuss divergent policy moves by the RBA and RBNZ, as well as the outlook for commodities and what it implies for Asia. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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HSBC's Sibos Spotlight – Digital Trade Finance Innovations: Real-life Benefits for Treasurers

HSBC Zencastr — Tue, 04 Oct 2022 14:25:27 -0000

The application of digital innovation in the context of the trade finance space cannot be understated. In the latest episode of our Sibos miniseries, HSBC’s Vinay Mendonca and Contour’s Carl Wegner discuss how, with powerful API tools at their disposal and a willingness to co-create, treasurers can capitalise on the increasingly digital trade finance environment. Our guests provide early insight into how APIs are being leveraged to facilitate data-based credit decisioning.

This is HSBC’s Sibos Spotlight, a podcast mini-series in collaboration with Treasury Management International (TMI). Throughout this series we will explore the critical topics impacting the transaction banking landscape, specifically looking at sustainability, digitisation and innovation. We will examine the opportunities and challenges disrupting the areas of payments, trade, custody and traditional business models.

To find out more about HSBC's transaction banking insights and presence at Sibos 2022, visit here.

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The Macro Viewpoint - The UK's tough week, Asia's export stumble, EM Sentiment Survey

HSBC Zencastr — Fri, 30 Sep 2022 09:02:08 -0000

We assess the implications of a volatile week for UK financial markets, look at how headwinds to growth are set to stiffen across much of Asia and find out why investors have become even more bearish on emerging market assets.

Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here

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Under the Banyan Tree - Is China heading the way of Japan in the '90s?

HSBC Zencastr — Thu, 29 Sep 2022 08:55:31 -0000

Fred Neumann, Head of Asian Economics Research, is joined by Steven Sun, Head of Research at HSBC Qianhai Securities, to discuss why Chinese equities have slumped in 2022, and whether the country is headed for a Japan-style balance sheet correction. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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HSBC's Sibos Spotlight: Using CBDCs for Cross-Ledger Multi-Asset Transactions

HSBC Zencastr — Mon, 26 Sep 2022 15:48:40 -0000

Why should treasurers be interested in CBDCs, and how can they prepare for an environment where these types of currencies are commonplace? This episode in our Sibos podcast miniseries follows last year's digital asset deep dive, with HSBC’s Mark Williamson once again joining TMI's Eleanor Hill, alongside special guest Søren Mortensen from IBM to explore how attitudes have changed to CBDCs over the last 12 months. Our guests also provide insight on a ground-breaking project between HSBC, IBM and Banque de France that leveraged CBDCs to create an FX settlement capability.

To find out more about HSBC's transaction banking insights and presence at Sibos 2022, visit here.

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The Macro Viewpoint - US and UK policy rates leap, China's slow rebound

HSBC Zencastr — Fri, 23 Sep 2022 08:38:15 -0000

We assess this week’s hefty transatlantic rate rises and why China’s economic recovery might be more gradual than expected. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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Live Insights - Emerging Markets: Inflation races, growth braces

HSBC Zencastr — Thu, 22 Sep 2022 15:23:33 -0000

Listen now to Murat Ulgen, HSBC's Global Head of Emerging Market Research, for an in-depth discussion with Piers Butler as they explore some of the key questions facing EM investors today. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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Under the Banyan Tree - How is the energy crisis playing out in Asia?

HSBC Zencastr — Thu, 22 Sep 2022 08:50:08 -0000

Fred Neumann and Herald van der Linde welcome Head of European Oil and Gas Research, Kim Fustier, to the podcast for a discussion on how Europe’s energy crisis is sending ripples across Asian markets and economies. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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The ESG Brief - Data science and the risk of diversity washing

HSBC Zencastr — Wed, 21 Sep 2022 10:24:12 -0000

In this edition, Yaryna Kobel, Mark McDonald and Camila Sarmiento focus on how we've applied data science to determine whether corporate diversity discussions are being matched with action. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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The Macro Viewpoint - Europe's gas squeeze, Brazil election preview, USD drivers

HSBC Zencastr — Fri, 16 Sep 2022 10:25:36 -0000

We assess the latest developments in the gas market as the supply crunch intensifies, look at what Brazil’s October election could mean for the economy and consider whether USD strength can continue.

Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here.

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Under the Banyan Tree - Earnings season wraps up in Asia

HSBC Zencastr — Thu, 15 Sep 2022 09:29:53 -0000

Herald van der Linde and Fred Neumann delve into the recent crop of Asian corporate earnings, discussing how particular sectors have performed and what their results mean for regional markets and the broader economy. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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HSBC's Sibos Spotlight: Holistic ESG Transition in Value Chains

HSBC Zencastr — Mon, 12 Sep 2022 02:00:59 -0000

The second episode of our Sibos podcast miniseries sees HSBC's Surath Sengupta join TMI's Eleanor Hill to explain why the appetite for sustainable supply chain solutions has accelerated. In this ESG deep dive, Surath considers the supply chain reconfigurations corporates must be prepared for and identifies key action points for treasurers in terms of seizing sustainable SCF opportunities.

To find out more about HSBC's transaction banking insights and presence at Sibos 2022, visit here.

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Under the Banyan Tree - Asia's rising wealth

HSBC Zencastr — Thu, 08 Sep 2022 08:40:54 -0000

Herald van der Linde and Fred Neumann discuss the region's growing wealth levels and what they mean for Asian economies, industries and market dynamics. Disclaimer To stay connected and to access free to view reports and videos from HSBC Global Research click here

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HSBC's Sibos Spotlight: The Future of Custody – Discovering the MarketSpace ecosystem

HSBC Zencastr — Mon, 05 Sep 2022 02:00:19 -0000

In the first episode of our podcast mini-series, TMI's Eleanor Hill is joined by Alexis Vasquez Meissner, Suman Bhadresha and Stephen Man to discuss the latest trends in the custody arena. They discuss HSBC’s overarching vision for the future of custody, and how our markets & securities services platform, MarketSpace, will connect the industry for clients through one single access ecosystem.

To find out more about HSBC's transaction banking insights and presence at Sibos 2022, visit here.

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The Macro Viewpoint - Tough times for UK firms, "new normal" for trade, lower for longer yields

HSBC Zencastr — Fri, 02 Sep 2022 08:49:14 -0000

We look at how the deteriorating economic outlook could increase the pressure on UK businesses, consider whether trade disruptions are here to stay and assess the outlook for global bond yields. Disclaimer To stay connected and to access free to view reports and videos from HSBC Global Research click here

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Under the Banyan Tree - Asian supply chains: from politics to production

HSBC Zencastr — Thu, 01 Sep 2022 08:41:55 -0000

Fred Neumann and Herald van der Linde take a big-picture look at Asian supply chains, the political and economic reasons why they can be forced to shift, and the logistical operations involved in relocating them. Disclaimer To stay connected and to access free to view reports and videos from HSBC Global Research click here

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Outlook for Asia credit markets and ESG issuance trends

HSBC Zencastr — Wed, 31 Aug 2022 08:00:45 -0000

With increasing US interest rates, inflation, and the pandemic, what is the market outlook for Asia credit markets and what opportunities are brought by ESG bonds in the region to fixed income investors? In this episode, Keith Chan, Head of Asia Credit Research HSBC, and Louisa Lam, Director of Asia Credit Research HSBC, share market insights and trends. Read more here: https://www.gbm.hsbc.com/en-gb/feed/accessing-capital/asia-credit-green-shoots

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Under the Banyan Tree - An introduction to Asian demographics

HSBC Zencastr — Thu, 25 Aug 2022 08:41:47 -0000

From ageing nations to rising populations and diverse workforces, Herald van der Linde and Fred Neumann discuss the wide-ranging impacts of demographic trends across Asia’s economies and markets. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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Under the Banyan Tree - Indonesia: From ancient temples to the modern consumer

HSBC Zencastr — Thu, 18 Aug 2022 09:03:40 -0000

With Herald in Indonesia this week, he and Fred discuss the fabric of an economy that's tipped to be a leading consumer hub in the next decade. Selviana Aripin, Head of ASEAN Consumer Research, joins our hosts to discuss key trends in the country. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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The Macro Viewpoint - Eurozone recession, USD and the Fed, global economic outlook

HSBC Zencastr — Fri, 12 Aug 2022 08:48:15 -0000

We assess a gloomy economic outlook for Europe, discuss what’s driving the dollar’s performance and look at recession risks for the global economy. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here.

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Under the Banyan Tree - What's behind Asia's resilience?

HSBC Zencastr — Wed, 10 Aug 2022 08:11:25 -0000

Herald van der Linde and Fred Neumann discuss how Asian markets have become accustomed to volatility. Senior Financials Analyst, Abhishek Murarka, explains how India’s banking system has overcome challenges to become significantly more robust. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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The Macro Viewpoint - The BoE hikes again, G10 FX drivers, PMI update

HSBC Zencastr — Fri, 05 Aug 2022 08:59:44 -0000

We assess the Bank of England’s fight against inflation, find out how data releases can affect major currencies and take a look at what the latest PMI business surveys are telling us about the global economy. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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Under the Banyan Tree - Homecoming

HSBC Zencastr — Thu, 04 Aug 2022 09:00:09 -0000

Fred Neumann and Herald van der Linde discuss what the upswing in US markets means for Asia, and are joined by Head of Asia Internet and Gaming Research, Charlene Liu, for an in-depth discussion on the ‘homecoming’ of US-listed Chinese companies. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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The ESG Brief - What are Scope 3 emissions and why do they matter?

HSBC Zencastr — Tue, 02 Aug 2022 09:56:35 -0000

Wai-Shin Chan, Head of ESG Research at HSBC, looks at the growing awareness of Scope 3 emissions among corporates and investors and what regulators are doing to encourage their disclosure

Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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The Macro Viewpoint - Fed tightening, China's property stress, Europe's gas worries

HSBC Zencastr — Fri, 29 Jul 2022 10:00:12 -0000

We look at what's next for the Fed, new challenges facing China’s property markets and the potential pain from natural gas rationing in Europe. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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Under the Banyan Tree - China property: the lost decade

HSBC Zencastr — Thu, 28 Jul 2022 08:55:17 -0000

Fred Neumann and Herald van der Linde discuss volatility in Asian markets, other vagaries of life, and take a deep dive into the China property wobble with Michelle Kwok, Head of Asian Real Estate Research. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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Exploring the potential of the Metaverse

HSBC Zencastr — Tue, 26 Jul 2022 09:00:58 -0000

In this podcast we explore the Metaverse: What is it and what opportunities does it bring? Listen as Sebastien Borget from The Sandbox and HSBC’s Rajeev Tummala discuss how the Metaverse might change our economy, including how people transact, work and play. Find out how the Metaverse could lead to a more equitable society and how it might change the way creators are compensated for the things they produce.

Sebastien is the co-founder and COO of The Sandbox, a virtual world where players can create, play, own, govern and monetize their experiences using NFTs and sand, the main utility token of the platform. Sebastien also became president of the Blockchain Game Alliances in 2020, a non-profit organization of 300 key members of the industry.

Rajeev leads the digital data and innovation team for Securities Services in Singapore, and is also the interim head for HSBC securities services in ASEAN. He works on product strategy and implementation with a special focus on digital assets and the implications of distributed ledger technology for securities issuance and associated asset servicing.

Interested in learning more about the Metaverse? Read HSBC’s detailed report on the subject here.

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Market outlook in turbulent times

HSBC Zencastr — Tue, 26 Jul 2022 08:00:11 -0000

In this episode, we assemble a team of economists and asset managers to explore how recent economic, financial, and geopolitical events are impacting markets – and what the future might hold. The panel discusses regions, markets and asset classes that feel more stable in the current environment as well as where challenges lie.

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The Macro Viewpoint - The ECB's inflation fight, Italian complications and the UK leadership race

HSBC Zencastr — Fri, 22 Jul 2022 13:33:56 -0000

Fabio Balboni takes stock of the ECB's first rate rise in 11 years and the effectiveness of its anti-fragmentation risk measure for Italy. Liz Martins looks at what's next in the race to replace Boris Johnson as British prime minister. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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What you need to know about the future of data

HSBC Zencastr — Tue, 19 Jul 2022 08:00:16 -0000

Data has become essential to business services, but along with the opportunities data bring come many challenges – cost of data storage, data use restrictions across geographies and security concerns, to name just a few. However, trends and disruptions in how data is used and stored has the ability to change the way businesses think about and leverage date. In this podcast, we talk about the future of data, including cloud storage, data mesh and more. Learn about these game changers for the future of data use in business.

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The Macro Viewpoint - EM's tough run, the dollar's rise and a demographics challenge?

HSBC Zencastr — Fri, 15 Jul 2022 08:58:52 -0000

We find out why emerging markets face a tough second half of the year, look at whether the dollar’s recent strength can continue, and assess the UN’s latest population projections and what they could mean for the global economy. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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Exploring opportunities in emerging markets

HSBC Zencastr — Tue, 12 Jul 2022 15:05:32 -0000

Emerging markets are experiencing challenges in the current political and economic environment. We take a detailed look at some of these challenges, what they mean for this assets class right now, and some of the silver linings. We explore the impact of rising US interest rates and inflation, the role of emerging markets in the sustainability agenda and look at one bright spot in the current moment – India.

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The Macro Viewpoint - UK upheaval, recession risks, bond yields, Europe's gas challenge, Data Matters

HSBC Zencastr — Fri, 08 Jul 2022 10:33:49 -0000

We assess political developments in the UK, the likelihood of a global recession, what’s next for yield curves, and whether Europe can cope without Russian gas. All this, plus a special focus on how machine learning can produce signals for G10 FX. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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The ESG Brief - Tackling the impact of heat stress

HSBC Zencastr — Tue, 05 Jul 2022 13:34:18 -0000

In this edition, Linnet Cotterill, an ESG Analyst with HSBC Global Research, looks at the effect of rising temperatures on worker productivity and health, the proliferation of heat stress regulations, and corporate disclosure. Disclaimer: https://www.research.hsbc.com/C/1/1/320/BSbQ7qC To stay connected and to access free to view reports and videos from HSBC Global Research click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Viewpoint - Asia's economic outlook, China & COVID-19, oil update

HSBC Zencastr — Mon, 04 Jul 2022 08:50:34 -0000

In this edition we discuss the economic challenges facing Asia, assess China’s fiscal and monetary response to the latest wave of COVID-19 and look at what’s next for oil prices. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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The Macro Viewpoint - Assessing the global economic outlook

HSBC Zencastr — Fri, 24 Jun 2022 10:31:51 -0000

In this edition we look at how central banks could respond to soaring inflation and decelerating growth, and analyse China’s economic recovery. Disclaimer

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The Metaverse Age

HSBC Zencastr — Tue, 21 Jun 2022 08:00:20 -0000

Listen as HSBC Global Research’s Disruptive Technologies Analyst, Davey Jose, discusses with Piers Butler the latest topics on the Metaverse Age. From the debate on infrastructure vs. content and whether digital goods really are the new reality, to the opportunities the Metaverse presents to investors.

This episode was recorded as part of a LinkedIn Live event on 7 June 2022. Click here for the disclaimer.

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The Macro Viewpoint - US and UK rate hikes, Russia-Ukraine war & trade

HSBC Zencastr — Fri, 17 Jun 2022 09:28:36 -0000

In this edition we assess tightening cycles on both sides of the Atlantic and look at how the war in Ukraine is impacting trade flows. Disclaimer To stay connected and to access free to view reports and videos from HSBC Global Research click here

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The Macro Viewpoint - ECB hawks take control, EM Sentiment Survey, USD outlook

HSBC Zencastr — Fri, 10 Jun 2022 12:36:35 -0000

In this edition we assess how the ECB is set to end years of loose monetary policy, find out why investors have become even more bearish on emerging market assets and consider how the dollar would likely behave were the US economy to slow.

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Financing Future Cities: Sustainable urban infrastructure

HSBC Zencastr — Wed, 01 Jun 2022 08:00:36 -0000

Infrastructure is critical to cities and how well they are able to adapt to population growth, economic transition, carbon reduction and other events. In this episode Alice Charles, the Lead for Urban Transformation from the World Economic Forum, and Christian Deseglise, Group Head of Sustainable Infrastructure and Innovation at HSBC explore how cities are adapting their infrastructure – and how they are finding the investment needed to meet infrastructure demands. In particular, they explore a brand-new financial mechanism for sustainable infrastructure called FAST-Infra.

Financing Future Cities is a podcast series produced by HSBC and hosted by Greg Clark. It sets out to examine the complex and evolving role of urban hubs through the lens of banking and finance. To find out more about how HSBC are supporting customers transition to net-zero, click here.

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Financing Future Cities: Urban energy

HSBC Zencastr — Mon, 30 May 2022 13:31:19 -0000

Cities make up approximately 78% of global energy demand, and they contribute 70% of global emissions. Cities are also at risk from the effects of rising global temperatures, which are caused by these emissions. Greg Clark talks with Nikki Grady-Smith, Senior Vice President at BP, and HSBC’s Group Head of Climate Transition, Seb Henbest, about how cities can decarbonize at scale. In order to achieve carbon emission reduction targets, cities will have to become mass adopters of renewable energy. What will this look like and how will we finance it?

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The Macro Viewpoint - Trade disruption, China COVID-19 update, the UK's 70 years of change

HSBC Zencastr — Fri, 27 May 2022 09:24:42 -0000

In this edition we consider how supply chain disruptions might evolve, assess how economic activity in China is recovering and mark Queen Elizabeth II’s Platinum Jubilee with a look at how the UK’s economy and markets have changed during her reign. Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here.

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Financing Future Cities: Urbanisation and sustainable finance

HSBC Zencastr — Thu, 26 May 2022 08:23:23 -0000

Cities across the globe are in the midst of change – driven by the trends of digitalisation and decarbonisation. An enormous investment will be needed in infrastructure, utilities and services to make these changes a reality. In this episode Greg Clark talks with Dr. Jaana Remes from Mckinsey Global Institute and HSBC’s Head of ESG Solutions for EMEA, Farnam Bidgoli, about how cities are becoming more sustainable and how It’s all being financed.

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Financing Future Cities: Urban Technology

HSBC Zencastr — Wed, 25 May 2022 00:00:16 -0000

Today more than 50% of the world’s population lives in cities, with 10 percent living in the top 30 metropolises. In this episode Greg Clark speaks with Lucy Yu, CEO at the Centre for Net Zero, and Martin Richards, Executive Vice President and Global Head of Sustainable Finance President for HSBC Ventures. They discuss how our future cities will operate, the growth of Urban Tech, new digital technologies and platforms such as AI, the Internet of Thing and how these technologies can aid transformation of citizen services in the both public and private sectors, and can help optimise the benefits of urbanisation.

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Financing Future Cities: Urban mobility

HSBC Zencastr — Mon, 23 May 2022 08:23:49 -0000

As the world’s growing population becomes more and more concentrated in urban centres, mobility is critical. It enables cities to function and deliver on the promise of sustainable, enriching, and productive lifestyles. In this episode, host Greg Clark speaks with Daniel Deparis, Head of Urban Mobility Solutions, Mercedes Benz Group, and Jon Connor, HSBC Global Head of Transport, Infrastructure, Logistics and Construction. They discuss the future of urban mobility, including shared transport, sustainable infrastructure and how financing will help us get there.

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The Macro Viewpoint - A focus on food inflation, security and EM-DM policy responses

HSBC Zencastr — Fri, 20 May 2022 12:54:59 -0000

Paul Bloxham looks at surging commodity prices and food security risks. Ali Cakiroglu explains why food matters in EM inflation baskets, while Liz Martins measures UK food price inflation. James Pomeroy assesses the policy responses around the world. Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here:

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The Macro Viewpoint - FX update, global data, UK & Brexit

HSBC Zencastr — Fri, 13 May 2022 11:23:25 -0000

In this edition we look at what hawkish global monetary policy means for currencies, assess the mounting issues facing the global economy and find out why Brexit is back on the agenda in Europe. Disclaimer To stay connected and to access free to view reports and videos from HSBC Global Research click here

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The Macro Viewpoint - ECB and Fed policy, EUR under pressure, gas market update

HSBC Zencastr — Mon, 09 May 2022 14:10:32 -0000

In this edition we consider the outlook for monetary policy on both sides of the Atlantic, find out why the euro could face a tough period ahead and assess the risk of further disruption in the gas market. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here

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The Macro Viewpoint - The RMB's rapid slide, money illusions and more supply chain disruptions

HSBC Zencastr — Fri, 06 May 2022 14:41:55 -0000

In this edition, Paul Mackel tracks the depreciation of the RMB, Stephen King identifies why policymakers may be behind the curve on inflation, and Shanella Rajanyagam monitors supply chain disruptions in locked down Shanghai. Disclaimer To stay connected and to access free to view reports and videos from HSBC Global Research click here

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The Macro Viewpoint - The future of globalisation, China's supply chains, booming metals

HSBC Zencastr — Fri, 22 Apr 2022 14:04:22 -0000

In this edition we look at what ongoing changes to supply chains mean for globalisation, assess the disruption caused to China’s economy from the Shanghai lockdown and consider the outlook for global metals markets. Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here.

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The Macro Viewpoint - EM, China and oil

HSBC Zencastr — Fri, 15 Apr 2022 15:34:29 -0000

In this edition we assess the challenging outlook for emerging markets, look at what rising COVID-19 cases mean for China’s economy and find out why there is some welcome relief in the oil markets. Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here.

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The Macro Viewpoint - European economics, USD, PMI update

HSBC Zencastr — Fri, 08 Apr 2022 14:22:54 -0000

In this edition we assess the impact of the latest supply shock on Europe, consider what higher US interest rates mean for the dollar and find out what the latest PMI data are telling us about the global economy. Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here.

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The Macro Viewpoint - China's 'little giants', remote working and cities, UK consumers

HSBC Zencastr — Fri, 01 Apr 2022 09:20:06 -0000

In this edition we look at why China is boosting support for smaller tech companies, consider what the next phase of the pandemic means for cities and discuss the results of our latest survey of UK consumers. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here.

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Enabling the transition to Net Zero – why is it important and what do we need to do?

HSBC Zencastr — Thu, 31 Mar 2022 10:45:30 -0000

This podcast is part of the Future Focus - the UK at Expo podcast series created in collaboration with the UK Pavilion at Dubai Expo 2020

In this podcast episode, host Mark Jamieson, Institution of Civil Engineers, Middle East and Africa Council Member, and PMKConsult Vice President, talks to Zoe Knight and Martyn Link about how, looking to the future, we will live but, more specifically, the transition to net zero. The wide-ranging conversation looks at why this is important, what we need to do to accomplish this goal and the role of sustainable finance in partnering with and supporting these initiatives by mobilising capital for net zero solutions.

Zoë Knight set up and leads the Centre of Sustainable Finance at HSBC, a global think tank finding real economy and finance solutions for sustainability challenges, particularly climate change. Martyn Link is the Chief Strategy Officer for Wood Plc. A scientist by training, he works to shape energy transition to create a low carbon and sustainable future. Crucial to helping the world achieve net zero targets is the creation of a finance system which is correctly aligned to and supportive of efforts to build the net zero economy.

For more information on HSBC’s commitment to a sustainable future, please visit here.

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The Macro Viewpoint - New outlooks on the global economy, Asia and trade

HSBC Zencastr — Fri, 25 Mar 2022 09:33:45 -0000

In this edition we assess the growing challenges facing the world economy and global trade and consider Asia’s prospects. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here.

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The Macro Viewpoint - US and UK rate rises, EM stresses

HSBC Zencastr — Fri, 18 Mar 2022 11:06:31 -0000

In this edition, we assess the implications of interest rate rises by the Federal Reserve and the Bank of England and the sharp rise in the EM financial stress index amid rising geopolitical tensions. Disclaimer

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The Macro Viewpoint - Oil prices, ECB policy, global economic outlook

HSBC Zencastr — Fri, 11 Mar 2022 13:57:50 -0000

In this edition we consider what’s next for oil prices, look at how the ECB is cutting back its stimulus measures and assess the growing challenges facing the global economy. Disclaimer.

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The Macro Viewpoint - Energy prices, trade vulnerabilities and EM Sentiment Survey

HSBC Zencastr — Fri, 04 Mar 2022 09:27:11 -0000

In this edition we look at what the Russia-Ukraine conflict means for oil and gas prices, examine its impact on global trade and find out why investors have turned more bearish on emerging market assets. Disclaimer.

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The Macro Viewpoint - Russia-Ukraine escalation, trade update, China's global integration

HSBC Zencastr — Fri, 25 Feb 2022 12:13:15 -0000

In this edition we assess the economic implications of the conflict between Russia and Ukraine, look at how continuing trade disruptions are squeezing business margins and analyse China’s global trade and investment links. Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here.

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The Macro Viewpoint - The Fed effect in Asia and the UK's

HSBC Zencastr — Fri, 18 Feb 2022 09:54:14 -0000

In this edition we assess the prospects for rate hikes in Asia, look at what higher inflation means for UK monetary policy and assess the potential impact of interest rate rises on sterling and the euro. Disclaimer.

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The Macro Viewpoint - Fed and ECB rate hikes, the digital USD

HSBC Zencastr — Fri, 11 Feb 2022 09:47:22 -0000

In this edition we explain why we now expect more aggressive monetary policy tightening by the Fed and ECB, and consider whether the US is getting closer to launching a new digital version of the dollar. Disclaimer.

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The ESG Brief - Retail supply chains, carbon pricing in China, and boardroom diversity

HSBC Zencastr — Tue, 08 Feb 2022 15:00:20 -0000

In this episode we explore the use of technology to improve the transparency of the retail supply chain with Amy Tyler. Jing Liu provides an update on the use of carbon pricing in China to jumpstart green investment, and Yaryna Kobel looks at boardroom diversity.

Disclaimer.

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The Macro Viewpoint - BoE and ECB reaction, global energy risks mount, India budget latest

HSBC Zencastr — Fri, 04 Feb 2022 09:19:10 -0000

In this edition we consider the latest policy actions by the Bank of England and ECB amid rising inflation, look at what higher energy prices mean for the global economy and assess the key takeaways from India’s budget. Disclaimer.

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The Macro Viewpoint - Fed ready for action, price controls revisited, the nuclear option

HSBC Zencastr — Fri, 28 Jan 2022 09:02:43 -0000

In the 250th edition of the podcast, we consider the outlook for US monetary policy, look at whether price controls could help douse inflation and assess the role nuclear energy could play in the transition to a net zero carbon economy. Disclaimer.

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The Macro Viewpoint - China's easing, trade outlook, Brexit update

HSBC Zencastr — Fri, 21 Jan 2022 09:51:37 -0000

In this edition we look at how China is stepping up monetary easing in an effort to support growth, consider the outlook for global trade with COVID-19-related disruption still persisting and assess how the UK is faring a year after leaving the EU. Disclaimer.

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The Macro Viewpoint - Inflation outlook, global gas crunch, emerging markets

HSBC Zencastr — Fri, 14 Jan 2022 09:59:31 -0000

In this edition we consider central bank responses to high inflation, assess the global natural gas crunch amid continued high prices and look at the prospects for emerging market assets in 2022. Disclaimer.

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A New Treasury Ecosystem: Open Banking, APIs, and Banking-as-a-Service

HSBC Zencastr — Thu, 06 Jan 2022 07:00:28 -0000

During this episode, TMI Editor, Eleanor Hill, speaks with Peter Claus-Landi, Executive, Treasury Operations & Industry Initiatives at GE and Jared Smith, Managing Director, Global Head – Corporates, Global Liquidity and Cash Management at HSBC to cover how key API-centric developments are changing the treasury landscape.

With APIs significantly altering the way that corporates connect with their banks, Peter and Jared provide a candid perspective of the benefits – including a detailed overview of GE’s API plans – and consider which factors may help to facilitate greater adoption.

For more information on this topic, click here.

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The Macro Viewpoint - Global economics, China and FX outlooks

HSBC Zencastr — Fri, 17 Dec 2021 09:56:15 -0000

In the final edition of the year, we assess the prospects for the global economy and look at the key issues that will shape China’s economy and currency markets in 2022. Disclaimer.

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The Macro Viewpoint - Central bank previews, US bonds, EUR, the economic recovery

HSBC Zencastr — Fri, 10 Dec 2021 09:42:54 -0000

In this edition we look ahead to a key week of central bank meetings, explain what a more hawkish Fed outlook means for US Treasuries, consider whether the euro can depreciate further and look at what the latest economic data are telling us. Disclaimer.

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Decarbonisation Cities for a Sustainable Future

HSBC Zencastr — Tue, 07 Dec 2021 03:10:50 -0000

Cities are critical drivers of commerce and innovation, and important focal points for community and culture. While they only cover about 3-4% of the world’s surface, they produce 75% of global GDP and contribute to over more than 70% of global carbon emissions. As we move to a net zero future, it’s clear that urban areas will have a crucial role to play in achieving this goal.

In this episode, Greg Clark, Group Advisor, Future Cities and New Industries, HSBC, discusses decarbonisation in cities, including strategies, policies and the shifts in behaviour that will facilitate the transition. This talk is from the FT Climate Capital: Developing Sustainable Future Cities event in November 2021.

For more information about HSBC’s global services and offerings, please click here.

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The Macro Viewpoint - EM FX, South Africa, cities & climate change

HSBC Zencastr — Fri, 03 Dec 2021 10:07:11 -0000

In this edition we assess the challenges facing emerging market currencies, South Africa’s economic outlook and the role that cities can play in the battle against climate change. Disclaimer.

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The Macro Viewpoint - EM Sentiment Survey, energy shock, Europe's COVID-19 wave and India update

HSBC Zencastr — Fri, 26 Nov 2021 09:57:28 -0000

In this edition we assess the results of HSBC's sixth survey of EM institutional investors, the economic impact of high energy prices, the new wave of Winter COVID-19 infections spreading across Europe and India’s growth prospects. Disclaimer.

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The Macro Viewpoint - COP26 review, economic recovery and trade disruption

HSBC Zencastr — Fri, 19 Nov 2021 10:16:06 -0000

In this edition we discuss the key takeaways from the COP26 climate summit, look at what the latest data are telling us about the global economy and consider when supply chain bottlenecks could begin to ease. Disclaimer.

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The Macro Viewpoint - China's great transition, oil price outlook, bond market update

HSBC Zencastr — Fri, 12 Nov 2021 09:40:12 -0000

In this edition we look at the shifting growth drivers that will power China’s economy in the years ahead, find out why oil prices look set to stay high over the longer-term and examine some surprising developments in bond market yield curves. Disclaimer.

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The Macro Viewpoint - BoE and Fed reaction, COP26 update, robots and jobs

HSBC Zencastr — Fri, 05 Nov 2021 12:55:47 -0000

We look at how the Bank of England and Federal Reserve are signalling patience over interest rate rises despite high inflation, find out what’s been happening at the COP26 climate summit and look at what faster automation means for jobs. Disclaimer

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COP26 and the boardroom: What's next?

HSBC Zencastr — Mon, 01 Nov 2021 05:00:30 -0000

The upcoming COP26 meeting is likely to have far-ranging implications for businesses across many sectors. Listen to Mark Tucker, Chair of HSBC, Nicola Brewer, NED at Iberdrola SA, and Emily Farnworth, Co-Director at the Centre for Climate Engagement, as they explore the critical role that non-executive directors and boardrooms have to play in the coming global transition. This session was hosted by Chapter Zero, an organisation dedicated to helping non-executive directors lead discussions on climate change.

To find out more about HSBC’s Business Plan for the Planet, click here

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The Macro Viewpoint - Fixing a broken economy, the global recovery, eurozone outlook

HSBC Zencastr — Fri, 29 Oct 2021 15:39:23 -0000

This week we look at what can be done to make the global economy more resilient, find out what the latest data are telling us about the global recovery, review the October ECB meeting and assess the outlook for eurozone fiscal policy.

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The ESG Brief - Why Article 6, money and ambitions matter so much at COP26

HSBC Zencastr — Thu, 28 Oct 2021 16:18:55 -0000

In this edition, our Head of ESG Research Wai-Shin Chan and Analysts Tarek Soliman, Camila Sarmiento and Lucy Acton preview the climate talks and what investors may be looking for in the negotiations

Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here.

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The road to COP26: Understanding climate change in Asia and beyond

HSBC Zencastr — Thu, 28 Oct 2021 04:00:05 -0000

This episode looks at climate risk in Asia, and across the globe, with a view towards the COP26 meeting in Glasgow. Wai-Shin Chan, Global Head of Climate Change at HSBC, and Alex Lupis, Global Head of Global Investor Access and Global Co-Head of ESG Sales for HSBC, discuss why COP26 is so critical to the global response on climate change, the various challenges faced by developed and developing economies, and the role that finance has to play in mitigation and adaption.

This podcast features a segment from the recent event FT Climate Capital: The Future of Climate Finance, where Wai-Shin joined other experts on ‘The climate risk and response in Asia’ panel. Panellists discussed the many physical risks climate change poses in Asia, and how what Asia does to reduce emissions is of vast importance for the rest of the world.

To find out more about HSBC’s Business Plan for the Planet, click here

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ISO 20022: The new language of payments

HSBC Zencastr — Wed, 27 Oct 2021 04:00:56 -0000

ISO 20022 is the new standard for exchanging electronic data between financial institutions. It will enable richer and more detailed data to be included in payment messages, along with a host of other benefits, resulting in a better customer experience.

In this episode, Mark Avery, Senior Product Manager, HSBC, and Umut Uysal, Senior Global Product Manager, HSBC, discuss what you need to know about this exciting innovation in banking.

For more information on ISO 20022 visit here.

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Access Emerging Markets: The future of central banks and digital currencies

HSBC Zencastr — Mon, 25 Oct 2021 04:00:45 -0000

What does the future of international and reserve currencies look like? Will the US dollar remain supreme or will we see the ascendance of the euro or renminbi? What role will digital currencies play and what does it all mean for emerging markets? In this episode, Paul Mackel, Global Head of FX Research at HSBC Global Research hosts Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, in a fascinating and wide-ranging discussion on the changing nature of central banks, digital currencies and emerging markets.

This episode is part of our Access Emerging Markets miniseries. It is an abridged version of a webinar that was originally held on 5 October 2021 as part of HSBC’s Global Emerging Markets Forum 2021.

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The Macro Viewpoint - UK monetary policy, Asia's energy transition, FX outlook

HSBC Zencastr — Fri, 22 Oct 2021 09:23:16 -0000

In this edition we consider whether the Bank of England is set to raise rates at its November meeting, assess Asia’s plans to transition to cleaner energy and consider what’s next for the dollar. Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here:

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Access Emerging Markets: Perspectives on COP26

HSBC Zencastr — Wed, 20 Oct 2021 08:48:14 -0000

COP26 will be held in Glasgow on 31 October to 12 November, 2021, and it is considered to be one of the most critical global negotiations on climate since the Paris Agreement in 2015. COP26 has far-reaching implications for the economy, businesses, investors and financial markets. In this podcast, HSBC’s foremost experts on climate, sustainability and finance come together to discuss green finance, mitigation versus adaptation, and carbon markets.

This episode features Wai-Shin Chan, Head, Climate Change Centre of Excellence, HSBC, in conversation with Leïla Kamden, Head of Climate Risk, Group Risk, HSBC; Stuart Kirk, Global Head of Responsible Investment, HSBC Asset Management; and Zoë Knight, Group Head, Centre of Sustainable Finance, HSBC.

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Insights from the 2021 sustainable financing and investing survey

HSBC Zencastr — Mon, 18 Oct 2021 08:55:42 -0000

Capital markets are in the middle of a dramatic transition towards a greener future. What does this shift look like and what does it mean for issuers and investors? In this episode we examine the results of HSBC’s 2021 sustainable financing and investing survey. We look at how the pandemic has changed attitudes towards ESG, what motivates concern about environmental and social issues, what the perceived barriers to ESG investing are and more.

HSBC’s sustainable financing and investing survey charts market sentiment and evolving attitudes to better understand this critical space. It is a comprehensive global survey of 2,000 capital market issuers and investors across 19 industries and based in 34 territories in the Americas, Europe, MENAT, Asia, and ASEAN.

Click here to explore the global, regional and country focused reports.

This podcast is a rebroadcast of a webinar that was originally aired on 15 September 2021.

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The Macro Viewpoint - EM outlook, EU energy price surge, GBP

HSBC Zencastr — Fri, 15 Oct 2021 08:53:21 -0000

In this edition we assess the prospects for emerging markets, the impact of high energy prices in Europe and whether recent sterling weakness has made the currency cheap. Disclaimer.

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Global Emerging Markets Update

HSBC Zencastr — Thu, 14 Oct 2021 04:00:58 -0000

Dr. Murat Ulgen, HSBC’s Global Head of Emerging Markets Research discusses with Chris Brown-Humes how EM is performing across regions and asset classes, delving into the big issues facing EM right now, such as Fed tapering, global growth, inflation and liquidity. This episode was recorded on Wednesday 22 September 2021. Disclaimer.

To stay connected and to access free to view reports and videos from HSBC Global Research please click here.

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The ESG Brief - Two words about COP26, and measuring the cost of the water crisis

HSBC Zencastr — Mon, 11 Oct 2021 16:07:15 -0000

In this edition, we're tracking the global race to mitigate greenhouse gas emissions at COP26 while securing financing to adapt to the consequences of climate change. Plus, a look at the water crisis and what investors can do about it. Disclaimer.

To stay connected and to access free to view reports and videos from HSBC Global Research click here.

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The Macro Viewpoint - Asia and Europe outlooks, Brexit update

HSBC Zencastr — Fri, 08 Oct 2021 09:35:52 -0000

In this edition we examine the economic recoveries in Asia and Europe and hear why there could be more Brexit frictions ahead for the UK.

Disclaimer.

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Rethinking Treasury: Corporate risk management today and tomorrow

HSBC Zencastr — Thu, 07 Oct 2021 04:00:50 -0000

Welcome to the latest episode in our ‘Rethinking treasury’ miniseries. In this podcast our experts explore the key findings and insights from our 2021 corporate risk management survey.

Holger Zeuner, Head of HSBC’s Corporate Sales Thought Leadership team for EMEA, is joined by Rahul Badhwar, Global Head of Corporate Sales and Paul Mackel, Global Head of FX Research, to discuss the changing role of corporate treasury and the road ahead for CFOs and treasury risk managers.

To read HSBC’s ‘Rethinking Treasury: The road ahead’ survey report in full, click here.

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Rethinking Treasury: Risk management focus - from supply chains to FX

HSBC Zencastr — Tue, 05 Oct 2021 04:00:45 -0000

Welcome to the third part of our ‘Rethinking Treasury’ miniseries. In this episode, our experts look at the risks and opportunities corporates are facing in the context of a changing trade and wider macroeconomic environment.

Holger Zeuner, Head of HSBC’s Corporate Sales Thought Leadership team for EMEA, is joined by Shanella Rajanayagam, HSBC Trade Economist, and Yasemin Artar, HSBC’s Head of Corporate Sales for Europe, to discuss risk management priorities for a post-pandemic world.

To read HSBC’s ‘Rethinking Treasury: The road ahead’ survey report in full, click here.

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HSBC's Sibos Spotlight: Investing in the Future – from Diversity to Green Deposits

HSBC Zencastr — Mon, 04 Oct 2021 02:00:41 -0000

In the final instalment of our Sibos miniseries, TMI’s Eleanor Hill invites HSBC’s Nadine Lagarmitte and Suraj Kalati to consider how corporates' attitudes to ESG are changing, including a growing interest in ESG investment. Our guests explain the incentives behind HSBC's green deposit scheme, explore how ESG product development is evolving in response to tighter regulation, and share their key lessons for leaders looking to embrace the social values of ESG.

This is HSBC’s Sibos Spotlight, a podcast miniseries in collaboration with Treasury Management International (TMI). Throughout this series we will explore the critical topics on the Sibos 2021 agenda that will shape our industry in the next decade, including sustainability, digital acceleration and technological innovation.

To find out more about HSBC’s presence at Sibos 2021, Visit here.

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Global economics, lower-for-longer bond yields and China power shortages - HSBC Global Research

HSBC Zencastr — Fri, 01 Oct 2021 10:27:33 -0000

In this edition we look at the challenges facing policymakers as they try to rein in ultra-loose monetary policy, examine why investors might need to learn to live with lower bond yields and assess the economic implications of power cuts in China. Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here.

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Rethinking Treasury: Technology – the enabler and differentiator

HSBC Zencastr — Thu, 30 Sep 2021 04:30:45 -0000

Welcome to the second episode of our ‘Rethinking Treasury’ miniseries.

In this podcast, Holger Zeuner, Head of HSBC’s Corporate Sales Thought Leadership team for EMEA, is joined by Helen Fang, Head of Industrials Research Asia Pacific and Mark Williamson, Global Head of FX Everywhere, Partnerships and Propositions, to discuss the accelerated pace of digitisation in the finance department and the transformational impact of technology.

To read HSBC’s ‘Rethinking Treasury: The road ahead’ survey report in full click here.

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Rethinking Treasury: Embedding ESG in the treasury

HSBC Zencastr — Wed, 29 Sep 2021 04:30:23 -0000

Welcome to HSBC’s ‘Rethinking Treasury’, a podcast miniseries where we explore the findings of our recent corporate risk management survey – conducted in partnership with Acuris – and analyse the changing role of corporate treasury today and the road ahead for corporate risk management.

In this episode, we explore the ever-increasing importance of Environmental, Social and Governance criteria for corporate finance functions. Holger Zeuner, Head of HSBC’s Corporate Sales Thought Leadership team for EMEA, is joined by Wai-Shin Chan, Head of HSBC’s Climate Change Centre of Excellence and Head of ESG research, and Paul Harvey, Head of UK Commercial Banking Global Markets Corporate Sales, to discuss how CFOs and their treasuries are adapting to ESG priorities.

To read HSBC’s ‘Rethinking Treasury: The road ahead’ survey report in full, click here.

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HSBC's Sibos Spotlight: The ESG Landscape – what every treasurer needs to know

HSBC Zencastr — Mon, 27 Sep 2021 02:00:38 -0000

In the third episode of our Sibos miniseries, TMI’s Eleanor Hill invites HSBC’s Farnam Bidgoli to provide an in-depth overview of the current ESG landscape, so that treasurers can build a credible sustainable strategy. Amongst an excess of ESG insights, our guest explains how treasury teams can prepare for upcoming regulatory changes including the EU Taxonomy, demonstrates how to leverage ESG KPIs, and clarifies how treasurers can transition to an ESG-led approach in their daily operations.

To find out more about HSBC’s presence at Sibos 2021, visit here

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China property, global gas crunch, predicting export growth - HSBC Global Research

HSBC Zencastr — Fri, 24 Sep 2021 09:06:28 -0000

In this edition we assess the extreme pressure being put on China’s property markets, discuss the factors behind record high gas prices and discover how machine-learning techniques can help predict export growth. Disclaimer.

To stay connected and to access free to view reports and videos from HSBC Global Research click here.

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HSBC's Sibos Spotlight: Embedding ESG in Trade and Supply Chains

HSBC Zencastr — Mon, 20 Sep 2021 02:00:14 -0000

Welcome to HSBC’s Sibos Spotlight, a podcast miniseries in collaboration with Treasury Management International (TMI). Throughout this series we will explore the critical topics on the Sibos 2021 agenda that will shape our industry in the next decade, including sustainability, digital acceleration and technological innovation.

In the second episode, TMI’s Eleanor Hill speaks to Surath Sengupta (HSBC) about embedding ESG into trade and supply chains. Our guest shares many valuable insights on how treasurers can improve their ESG metrics in the trade space, discusses the barriers to overcome when leveraging sustainable solutions, and considers if external collaboration between treasury departments and their suppliers is the key to ESG implementation success.

To find out more about HSBC’s presence at Sibos 2021, visit here

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Bonds and the Fed, cooling commodities and transatlantic inflation - HSBC Global Research

HSBC Zencastr — Fri, 17 Sep 2021 10:00:25 -0000

Steven Major explains the importance of the upcoming FOMC meeting for bond yields, Paul Bloxham considers what’s next for commodity prices and Chris Hare looks at what’s driving inflation on both sides of the Atlantic. Disclaimer.

To stay connected and to access free to view reports and videos from HSBC Global Research click here.

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HSBC's Sibos Spotlight: Central Bank Digital Currencies

HSBC Zencastr — Mon, 13 Sep 2021 02:00:27 -0000

In the first episode, TMI’s Eleanor Hill is joined by Mark Williamson and James Pomeroy (HSBC) to discuss the hot topic of Central Bank Digital Currencies (CBDCs). Here, our guests discuss the reaction from different central banks to the emergence of CBDCs, consider the potential implications of these currencies on global economies, and demystify what sets CBDCs apart from other digital currencies.

To find out more about HSBC’s presence at Sibos 2021, visit here

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COP26 preview, ECB reaction, FX update and India's 'new' economy - HSBC Global Research

HSBC Zencastr — Fri, 10 Sep 2021 09:26:00 -0000

In this edition we look at what to expect from the crucial COP26 climate negotiations, consider changes to the ECB’s bond buying programme, assess the outlook for the USD and examine two ‘new’ growth drivers in India. Disclaimer.

To stay connected and to access free to view reports and videos from HSBC Global Research click here.

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Automation: The pursuit of efficiency

HSBC Zencastr — Wed, 08 Sep 2021 05:00:32 -0000

From the factory floor to the boardroom and across supply chains, logistics and utilities – the world is becoming more automated. HSBC Global Research’s heads of industrials in Asia and Europe - Helen Fang and Sean McLoughlin - discuss the future of automation and its growth potential. This episode was recorded on Wednesday, July 28 2021. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here: https://www.gbm.hsbc.com/insights/global-research.

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EM update, China's slowdown and UK fiscal outlook - HSBC Global Research

HSBC Zencastr — Fri, 03 Sep 2021 11:20:23 -0000

Murat Ulgen considers the challenges facing emerging markets, Jing Liu explains how the recent outbreak of the Delta variant has weighed on China’s economy and Liz Martins assesses the state of the UK’s finances. Disclaimer

To stay connected and to access free to view reports and videos from HSBC Global Research click here

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How do we accelerate the pace for net zero success? - Climate Leaders Live

HSBC Zencastr — Tue, 31 Aug 2021 05:00:57 -0000

Listen to Mark Carney, the UN Special Envoy on Climate Action and Specialist Finance Advisor for COP26 and Noel Quinn, CEO, HSBC, discuss how we can accelerate the pace towards net zero and how to translate ambition into action. This clip was recorded at the Climate Innovation Forum. organised by Climate Action in June 2021.

To find out more about HSBC’s Business Plan for the Planet programme, click here

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ETFs and Passives: Opportunities in Digital Wealth – Markets and Securities Services Outlook

HSBC Zencastr — Mon, 30 Aug 2021 05:00:11 -0000

Digital wealth is increasing across the globe and the direct-to-consumer market is growing at an enormous pace. In the UK, for example, the DTC market doubled between 2015 and 2020. What does this mean for you and your clients?

In this podcast, host Paul Heffernan, Leader of the Asset Management Sector in Europe for HSBC, is joined by Carmen Gonzalez-Calatayud Brummer, Head of ETF Capability at HSBC, Joe Parkin, Head of Banks and Digital Channels at BlackRock Investments, Pacome Breton, Director of Investment Risk at Nutmeg, and Steve Palmer, Managing Director, Global Head of ETF Product, HSBC. They discuss how technology is changing the investing landscape and bringing more opportunities to more people. They also examine the ETF environment and explore why this particular financial instrument is so attractive at the moment.

Markets and Securities Services Outlook is a podcast miniseries exploring the critical topics that will shape our industry in the next decade, including sustainability, digitalisation and emerging markets. Find out what’s driving the global outlook for institutional investors and where the opportunities and challenges lie. For more information, visit here.

This episode was recorded on 9 June 2021.

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Are you ready for Disruptive Tech?

HSBC Zencastr — Sun, 29 Aug 2021 05:00:37 -0000

Technology is disrupting business models around the world. HSBC’s Davey Jose, Thematic Analyst, and Frank Lee, Head of Technology Research in Asia, discuss some of the big tech changes shaping the way we live and work using HSBC’s Disruption Framework. This episode was recorded on Wednesday, April 28 2021. Disclaimer

To stay connected and to access free to view reports and videos from HSBC Global Research click here: https://www.gbm.hsbc.com/insights/global-research.

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Future Consumer and the Four Cs

HSBC Zencastr — Thu, 26 Aug 2021 03:30:10 -0000

Asian consumers and women will drive the future of consumption. Erwan Rambourg, HSBC Global Head of Consumer and Retail Research, looks at future consumer trends and what he calls the Four Cs of luxury goods: Consolidation, Chinese, Channels and Conscience. This episode was recorded on Wednesday, June 30 2021. Disclaimer

To stay connected and to access free to view reports and videos from HSBC Global Research click here: https://www.gbm.hsbc.com/insights/global-research.

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ESG: What Must Financial Markets Do to Solve the Climate Crisis – Markets and Securities Services Outlook

HSBC Zencastr — Wed, 25 Aug 2021 05:00:01 -0000

There’s a lot of pressure from a variety of stakeholders to consider ESG and sustainability when investing. However, the practical steps on how net-zero targets can be enabled through investment choices is less often discussed. In this podcast, Chris Johnson talks to Patrick Kondarjian, Head of EMEA Wealth Sales and Global ESG product at HSBC Global Markets, Farnam Bidgoli, Head of ESG Solutions at HSBC, and Michael Ridley, Senior Responsible Investment Specialist at HSBC Global Asset Management.

These HSBC experts look at the vast change that’s needed in the real economy, the deployment of capital at scale from the public and private sectors and the shift by issuers towards measuring ESG and sustainability outcomes. They discuss innovative new vehicles to raise financing, how the “greenium” can be overcome and what type of regulatory intervention could be effective in powering change.

This episode was recorded on 9 June 2021.

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Future Cities – the changing shape of urbanisation

HSBC Zencastr — Tue, 24 Aug 2021 04:00:10 -0000

The pandemic has changed the way we think about urbanisation, raising challenges in well-being, mobility, infrastructure, housing and work practices. HSBC’s James Pomeroy, Global Economist, and Stephen Bramley-Jackson, Global Head of Real Estate Research, consider the future of cities in a post COVID-19 world. This episode was recorded on Thursday, May 27 2021. Disclaimer.

To stay connected and to access free to view reports and videos from HSBC Global Research click here: https://www.gbm.hsbc.com/insights/global-research.

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Global Regulation: What to Watch Out For – Markets and Securities Services Outlook

HSBC Zencastr — Mon, 23 Aug 2021 05:00:53 -0000

What are the big policy priorities of global regulators? In this podcast, we explore the focus on digitisation and ESG among financial services regulators and how the risks of both will be managed by regulated firms. Paul Ellis, Global Product Head for Regulation, Tax and Trustee, and Depository Services for HSBC, is joined by HSBC’s Henry Raschen, Head of Regulatory Outlook for Securities Services, James Pomeroy, Global Economist, and Richard Pounder, Global Head of Operational and Resilience Risk, Securities Services, as well as Shay Lydon, Partner in the Asset Management and Investment Funds Group at Matheson.

While timetables and details will be different from country to country, financial firms need to plan ahead with these global priorities in mind and meet the opportunities and challenges that these areas present. From renewed commitments across the globe on carbon net-zero targets, to asset owners and managers considering sustainability, our panellists look at what’s next in ESG. In the vast topic of digitisation, they consider policymaker approaches to crypto assets and regulated firms’ digital operation resilience.

This episode was recorded on 9 June 2021.

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Energy Systems of the Future

HSBC Zencastr — Thu, 19 Aug 2021 05:00:00 -0000

Join Kim Hallwood, Head of Corporate Sustainability for HSBC Bank Canada for a conversation with Zoe Knight, Global Head, Centre of Sustainable Finance with HSBC Bank plc. Zoe shares her global insights and perspectives on the emerging trends, evolution and transformation in energy and solutions for a net zero future. This conversation was recorded in June 2021.

To find out more about HSBC’s Business Plan for the Planet, click here, and to know more about the programme in Canada click here.

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Next Generation Outsourcing: Reorientation of Investment Operations – Markets and Securities Services Outlook

HSBC Zencastr — Wed, 18 Aug 2021 05:00:12 -0000

Investor demands are changing as many investors become more sophisticated and better informed. What effect is this having on asset managers and what new trends are emerging in the asset management space? What new role is outsourcing playing for asset managers and how is technology facilitating this change?

This podcast features Olivia Vinden, Head of FinTech & Innovation, Alpha FMC, and Paul Baybutt, Senior Product Manager, Middle Office Outsourcing, HSBC, in conversation with host Dale Grieve, Asset Owner Team, Client Management, Business Development, HSBC.

This episode was recorded on 9 June 2021

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Nature Based Recovery- Climate Leaders Live

HSBC Zencastr — Tue, 17 Aug 2021 05:03:55 -0000

The UK’s recovery efforts need to prioritise nature, but how can the restoration economy thrive through great public-private support and corporate involvement? How should the UK’s post-crisis economic recovery efforts prioritise nature and biodiversity? What are the nature based solutions required to slow the pace of climate change and how can this spur greater innovation?

Listen to a panel of experts including Marine De Bazelaire, group advisor on natural capital at HSBC. This clip was recorded at the Climate Innovation Forum. organised by Climate Action.

To find out more about HSBC’s Business Plan for the Planet programme, click here

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Transitioning Investment Portfolios to Net Zero - Climate Leaders Live

HSBC Zencastr — Sun, 15 Aug 2021 05:00:42 -0000

Listen to Nicolas Moreau, CEO, HSBC Global Asset Management and Martin Nilsson, CEO, BT Pensions Scheme as they discuss aligning portfolios to net zero and identifying investment opportunities to scale up climate solutions, using new technologies to accelerate decarbonisation. This clip was recorded at the Climate Innovation Forum. organised by Climate Action in June 2021.

To find out more about HSBC’s Business Plan for the Planet programme, click here.

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Clean, Green & Resilient Cities - Climate Leaders Live

HSBC Zencastr — Sat, 14 Aug 2021 05:00:58 -0000

The panel discusses how to create green, resilient and sustainable cities. Listen to a panel of experts including Prof. Greg Clark CBR, FAcSS, Group Advisor on Future Cities and New Industries, HSBC. This clip was recorded at the Climate Innovation Forum. organised by Climate Action in June 2021.

To find out more about HSBC’s Business Plan for the Planet programme, click here

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USD update, bond yield drivers, China's fiscal policy - HSBC Global Research

HSBC Zencastr — Fri, 13 Aug 2021 10:37:31 -0000

Paul Mackel explains why we see the US dollar strengthening, Steven Major looks at the factors that really matter for bond yields and Jingyang Chen outlines China's plans ramp up fiscal spending. Disclaimer

To stay connected and to access free to view reports and videos from HSBC Global Research click here

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The Greater Bay Area: Unlocking New Opportunities for Wealth Management – Markets and Securities Services Outlook

HSBC Zencastr — Wed, 11 Aug 2021 05:00:14 -0000

In this podcast, we explore the opportunities of the Greater Bay Area (GBA) and how the upcoming Wealth Management Connect programme will help investors engage with these opportunities. Patrick Wong, Head of China Business Development and Client Management at HSBC Market and Securities Services is joined by Amy Cho, CEO of Hong Kong and Head of Distribution, Asia Pacific at Schroders Investment Management, and Daniel Chan, Head of GBA at HSBC.

With a population of just over 70 million, the GBA accounts for only 5% of the population of China, but already accounts for 12% of its wealth. A new billionaire emerges in the GBA every two days and the area is rightly considered one of the most affluent regions in China. Our podcast examines the dynamics of the region, the sectoral and investment opportunities and how the Connect programme will help investors through access to information and cross border products to support their investment decisions.

This episode was recorded on 9 June 2021.

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Getting to Net-Zero

HSBC Zencastr — Mon, 09 Aug 2021 05:00:05 -0000

As part of HSBC’s Business Plan for the Planet programme, we have commissioned The Economist Intelligence Unit to help you kick-start your company’s net-zero action plan. The Economist Intelligence Unit conducted a survey of 500 global business leaders across a variety of sectors and from small, medium-sized and large companies. Aligned with an advisory board of eight experts, this research examines concerns about costs, the importance of clear definitions and the need for collaboration, distilling it all into 10 key pain points businesses may face during their transition.

These findings feed into an interactive checklist that enables companies to assess their current progress and consider solutions and opportunities that sustainability offers. Also available are inspirational case studies to enhance your net zero plan.

To start building your plan, visit gettonetzero.economist.com

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BoE update, cautious pandemic optimism in Europe, but challenges in ASEAN - HSBC Global Research

HSBC Zencastr — Fri, 06 Aug 2021 09:11:50 -0000

Liz Martins looks at the Bank of England's new growth and inflation forecasts and possible steps toward policy tightening. Chris Hare assesses the latest COVID-19 and economic data from Europe. Joseph Incalcaterra sees less optimism in ASEAN. Disclaimer

To stay connected and to access free to view reports and videos from HSBC Global Research click here

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Demystifying Artificial Intelligence and Machine Learning – Markets and Securities Services Outlook

HSBC Zencastr — Wed, 04 Aug 2021 05:00:41 -0000

There’s a lot of hype around artificial intelligence (AI) and machine learning. In this podcast, we cut through the noise, exploring what AI is, how it’s used now and where its potential could take us. Jeff Wertheimer, Head of FX e-Distribution for the Americas at HSBC, is joined by colleagues Ed Duggan, Global Head of Electronic Trading, Paris Pennesi, Head of Systematic Trading Strategies for Spot FX & Commodities and Chris Ulph, Global Head, Equity Execution Quants, to examine this potential in more depth.

The speakers look at how AI and machine learning is being used in capital markets and other areas today to support efficiency and responsiveness and aid decision-making by facilitating faster and more detailed data analysis. They also reflect on both the potential and the limitations of the technology as part of a business’ robust analytical toolkit.

This episode was recorded on 9 June 2021.

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The ESG Brief - The summer climate, sustainable jet fuel, IPOs and governance

HSBC Zencastr — Tue, 03 Aug 2021 13:16:21 -0000

Wai-Shin Chan maps out the EU's Fit for 55 strategy and what's on the climate agenda. Andrew Lobbenberg explains sustainable aviation fuel. Yaryna Kobel investigates governance in IPOs, and Amit Shrivastava looks at markets for climate solutions. Disclaimer

To stay connected and to access free to view reports and videos from HSBC Global Research click here

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What's on the mind of EM investors, the FX outlook and future cities - HSBC Global Research

HSBC Zencastr — Fri, 30 Jul 2021 09:34:52 -0000

In this edition, Murat Ulgen dives into the detail of HSBC's latest research on emerging market investor sentiment; Paul Mackel looks at challenges looming for EM currencies; James Pomeroy sees post-pandemic headaches for urban policymakers. Disclaimer

To stay connected and to access free to view reports and videos from HSBC Global Research click here

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A business plan for regenerative agriculture and nature-based solutions

HSBC Zencastr — Mon, 26 Jul 2021 06:00:37 -0000

This episode features host Kelly Fisher, Head of Corporate Sustainability, HSBC in conversation with her colleague John Church, Co-Head of US Food and Beverage, HSBC. They pick up following John’s recent participation in the FT Climate Capital: Building Resilient, Low-carbon Food Systems event where nature-based solutions were discussed. In this session, they take a deeper dive into some of the topics from the panel discussion, including the current landscape for the food industry, the value of regenerative agriculture and how HSBC can be a partner to clients in this space.

This episode is part of HSBC’s Business Plan for the Planet podcast mini-series, which focuses on ESG insights. Hear from experts whose work is at the heart of sustainability-linked trends and opportunities, as well as from businesses that are delivering change for a better future for us all. To find out more about HSBC’s Business Plan for the Planet, click here, and to know more about the programme in the US click here

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ECB reaction, China's innovation, COVID-19 vaccines - HSBC Global Research

HSBC Zencastr — Fri, 23 Jul 2021 08:45:43 -0000

In this edition we discuss the key takeaways from the latest ECB meeting, assess how China is aiming to improve its scientific research capabilities and consider new data about COVID-19 antibody protection. Disclaimer:

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Recovery across the Americas – trade, supply chains and new opportunities

HSBC Zencastr — Mon, 19 Jul 2021 09:00:17 -0000

After a period of intense disruption, businesses are looking at new opportunities to grow and trade and supply chains are at the core of their plans. In this podcast, Todd Sheppelman, President and CEO of ABC Technologies, one of the world’s leading automotive and component manufacturers and Priyamvada Singh, Head of Product and Proposition, Global Trade and Receivables Finance, North America for HSBC Bank USA, discuss how businesses have responded to this disruption.

They review the short-term reactions as well as how businesses are adapting their supply chain strategies for the longer-term. With material availability, trade congestion and its impact on costs and working capital highlighting the fragility of global supply chains, our speakers examine new trends – from onshoring to ESG – and how these will play out as businesses pursue greater flexibility, transparency and resilience in the supply chains of the future. This conversation was recorded on June 9th 2021.

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The Macro Viewpoint - COVID-19 in Europe and Australia, US bond yields - HSBC Global Research

HSBC Zencastr — Fri, 16 Jul 2021 08:16:14 -0000

In this edition we assess rising COVID-19 cases in Europe, how the Sydney outbreak could stall Australia’s growth prospects and why US bond yields are back to the middle of their range for the year. Disclaimer

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Turning ESG commitments into actions

HSBC Zencastr — Mon, 12 Jul 2021 09:00:34 -0000

As part of our Business Plan for the Planet series, Kelly Fisher talks to two leaders in sustainability in their respective industries about their ESG strategies, what’s driving their approach and what the benefits are for their many stakeholders.

Juan Pablo Ibarra, COO of Mercon Group, shares insight into his farmer to customer programs, which turn the company’s ESG commitments into real actions that benefit communities and the sustainability of raw materials. Meanwhile Matt Borys, head of Capital Markets at Seaspan ULC, describes the cross-functional approach the business is taking to marry their operational and ESG strategies.

With both companies utilising green finance to support their ambitions, the podcast also considers how important the transition phase is for businesses undertaking ESG commitments.

This episode is part of HSBC’s Business Plan for the Planet podcast mini-series, which focuses on ESG insights. Hear from experts whose work is at the heart of sustainability-linked trends and opportunities, as well as from businesses that are delivering change for a better future for us all. To find out more about HSBC’s Business Plan for the Planet, click here. Visit the Canada and US site to know more about their market-specific Business Plan for the Planet initiatives.

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ECB Strategy Review, European demographics, USD, EM update - HSBC Global Research

HSBC Zencastr — Fri, 09 Jul 2021 11:44:24 -0000

In this edition we assess the policy changes from the ECB’s strategy review, Europe’s difficult demographic future, what’s next for the dollar and the outlook for emerging market assets. Disclaimer

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Asia and Europe outlooks, India's challenges, LatAm demographics - HSBC Global Research

HSBC Zencastr — Fri, 02 Jul 2021 10:07:09 -0000

Frederic Neumann assesses Asia’s recovery, Pranjul Bhandari looks at the challenges facing India, Simon Wells analyses the European rebound and Herald van der Linde introduces our new report on LatAm demographics. Disclaimer

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The impact of Brexit on securities services (so far)

HSBC Zencastr — Mon, 28 Jun 2021 09:00:38 -0000

The transition period for the UK leaving the European Union (“Brexit”) ended on 31 December 2020. In the months before the transition period ended, the UK converted into law any existing EU regulations that had direct effect in the UK at the end of the transition period. During this “onshoring” process the UK in some cases made technical and other amendments to the legislation so that it would work in the UK after Brexit. EU Directives applying before 31 December 2020 already formed part of UK law, so did not need UK onshoring.

This episode is part of our Markets and Securities Services RegTalks series, covering regulatory topics from a global perspective that matter the most to you. For more information, click here

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A global update, Just-in-Time's travails, and the EU builds back - HSBC Global Research

HSBC Zencastr — Fri, 25 Jun 2021 10:17:17 -0000

Janet Henry assesses the pace of economic recovery and the risks, including inflation. Shanella Rajanayagam looks at disruptions to Just-in-time supply chains, plus an EU COVID-19 and funding update from Chris Hare. Disclaimer

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UK policy outlook and trade deal with Australia, EM financial inclusion - HSBC Global Research

HSBC Zencastr — Fri, 18 Jun 2021 09:50:02 -0000

Liz Martins looks ahead to the upcoming Bank of England meeting. Shanella Rajanayagam assesses the key points to the UK-Australia trade deal. Henry Ward and James Pomeroy explain how the pandemic could accelerate EM financial inclusion. Disclaimer

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ECB reaction, EM update, China's demographics - HSBC Global Research

HSBC Zencastr — Fri, 11 Jun 2021 16:57:24 -0000

Simon Wells outlines the key takeaways from the ECB’s latest meeting, Murat Ulgen explains why Europe could be the next catalyst for EM assets and James Pomeroy assesses the demographic implications of China’s shift to a three-child policy. Disclaimer

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The industrial boom, why silver's in demand, and a European COVID-19 update - HSBC Global Research

HSBC Zencastr — Fri, 04 Jun 2021 09:27:32 -0000

Janet Henry assesses the outlook for the global industrial cycle, James Steel outlines why we are bullish on the prospects for silver and Liz Martins explains why rising COVID-19 case numbers in the UK are creating difficulties across Europe. Disclaimer

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Big oil's challenges, climate disclosures and boardroom effectiveness reviews - HSBC Global Research

HSBC Zencastr — Sat, 29 May 2021 17:30:41 -0000

In this edition, we look at the significance of the IEA's net-zero emissions roadmap and the latest challenges for big oil companies, plus an update on climate-related financial disclosure requirements and our guide to board effectiveness reviews. Disclaimer

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Trade tracker, talking about inflation, Europe update - HSBC Global Research

HSBC Zencastr — Fri, 28 May 2021 10:06:45 -0000

Shanella Rajanayagam assesses the latest trade data, Mark McDonald explains how we have used Natural Language Processing to analyse what companies are saying about inflation and Fabio Balboni examines Europe’s improving COVID-19 situation. Disclaimer

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China's rising wealth and an update on our UK economic outlook - HSBC Global Research

HSBC Zencastr — Mon, 24 May 2021 13:32:24 -0000

In this edition, we focus on the rise of China's tech millionaires and the middle class, plus a look at our new UK growth forecasts and recent gains by the pound. Disclaimer

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FX update, China's demographics and European tourism - HSBC Global Research

HSBC Zencastr — Fri, 14 May 2021 08:51:52 -0000

Paul Mackel looks at the key drivers of the dollar, Qu Hongbin assesses China’s slowing population and Chris Hare explains what looser travel restrictions could mean for Europe’s growth outlook. Disclaimer.

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UK economics, trade disruption, Europe & COVID-19 - HSBC Global Research

HSBC Zencastr — Fri, 07 May 2021 13:32:09 -0000

Liz Martins assesses the latest Bank of England meeting and the outlook for the UK economy, Shanella Rajanayagam looks at how the pandemic has disrupted global trade and Chantana Sam explains why the COVID-19 situation in Europe is looking brighter. Disclaimer

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Collaboration is Essential to Future-Proof Business Part 2

HSBC Zencastr — Tue, 04 May 2021 09:43:15 -0000

In the second part of this special Climate Governance Global Summit episode in our Business Plan for the Planet podcast series, Emily Farnworth, Deputy Director, Centre for Climate Change Engagement, Hughes Hall, University of Cambridge, continues the conversation with guests from the World Economic Forum’s Climate Governance Initiative.

Emily and her panel of experts, including HSBC’s Group Chairman Mark Tucker, B20 Chair Emma Marcegaglia, Telefonica, LafargeHolcim Board Member Claudia Sender Ramirez, High Level Climate Champion for COP26 Nigel Topping and Deloitte Global CEO Punit Renjen, discuss how non-executive directors can bring the climate change conversation into the boardroom and how to make a difference as a non-executive board member. They cover the importance of peers and partnerships, integration and collaboration, innovation and accountability, learning, and using your imagination rigorously. They also discuss the need for a measurable, science-based plan for achieving transition to net zero emissions by 2050 – and how to hold management to account.

To listen to part one of our conversation, please click on the previous podcast in this feed. To find out more about HSBC’s Business Plan for the planet and how you can play your part, click here.

For more information about the Climate Governance Initiative and their network of Chapters, click here.

This episode is part of The Business Plan for the Planet Series. These talks centre around ESG trends, insights, and opportunities. In these podcasts, we’ll be shining a spotlight on businesses committed to delivering a sustainable future.

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Collaboration is Essential to Future-Proof Business Part 1

HSBC Zencastr — Tue, 04 May 2021 09:34:28 -0000

In the first part of this special Climate Governance Global Summit episode, Emily Farnworth, Deputy Director, Centre for Climate Change Engagement, Hughes Hall, University of Cambridge, welcomes guests from the WEF’s Climate Governance Initiative – a global chapter of non-executive directors on a mission to make climate change a boardroom-level conversation.

Emily and guests, including HSBC’s Group Chairman Mark Tucker, B20 Chair Emma Marcegaglia, Telefonica, LafargeHolcim Board Member Claudia Sender Ramirez, High Level Climate Champion for COP26 Nigel Topping and Deloitte Global CEO Punit Renjen, discuss the importance of collaboration, integration, governance, and long-term vision in enabling businesses to transition towards net zero emissions by 2050 or sooner. Hear how capital providers can engage with investors on climate change, how – with the right structures and measurements – boards can create the right environment to progress in this area, and how non-executive directors can contribute in the race to net zero.

To listen to part two, please click on the next podcast in this feed, and to find out more about HSBC’s Business Plan for the planet and how you can play your part, click here.

For more information about the Climate Governance Initiative and their network of Chapters, click here.

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Future cities, digital EUR update, EM Sentiment Survey - HSBC Global Research

HSBC Zencastr — Fri, 30 Apr 2021 10:27:41 -0000

James Pomeroy and Steve Bramley-Jackson look at the challenges facing cities after the pandemic, Paul Mackel assesses the ECB’s plans for a digital euro and Murat Ulgen outlines the results of HSBC's fourth survey of EM institutional investors. Disclaimer

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India's COVID-19 crisis, Europe update, China's growth surge - HSBC Global Research

HSBC Zencastr — Fri, 23 Apr 2021 10:35:55 -0000

Pranjul Bhandari assesses India’s rapidly deteriorating COVID-19 picture, Simon Wells talks through the key takeaways from the ECB’s latest meeting and Qu Hongbin explains why we do not believe the Chinese economy is running above its speed limit. Disclaimer.

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Financing Biodiversity: Risks and Opportunities

HSBC Zencastr — Wed, 21 Apr 2021 09:52:45 -0000

In this episode we look back on Marine de Bazelaire, HSBC Group Advisor on Natural Capital, at the Economist Sustainability Week discussing the rise of natural capital alongside Eric Usher, Head of the UN Environment Programme Finance Initiative, and Willem Evers, Dutch Central Bank Head of Sustainable Finance Office.

Could nature-based investing be the next big asset class and what financial opportunities arise from this? How can investment in the preservation of biodiversity be unlocked?

To find out more about HSBC’s Business Plan for the Planet and how you can play your part, click here.

For more information about the Economist Sustainability Week, click here.

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Kuwait's Market Development Program and 'Net Settlement' trade mechanism implementation - MENATalks

HSBC Zencastr — Wed, 21 Apr 2021 09:46:09 -0000

After the successful inclusion in the MSCI Emerging Markets Index last November, Kuwait is continuing its ambitious Market Development Program with the implementation of the new “Net Settlement” trade mechanism.

Listen to Stuart Warner and Frankie Vaz, as they discuss this in-depth in the 1st edition of the MENATalks podcast series.

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FX update, EM outlook, the global recovery - HSBC Global Research

HSBC Zencastr — Fri, 16 Apr 2021 14:05:35 -0000

Paul Mackel outlines our view on the USD and other key currencies, Murat Ulgen looks at what’s next for EM assets and James Pomeroy assesses the latest economic data and outlook for policy. Disclaimer

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How to build back better, Europe COVID-19 update, PMI wrap-up - HSBC Global Research

HSBC Zencastr — Fri, 09 Apr 2021 09:52:54 -0000

Stephen King explains how countries could achieve lasting economic improvement, Fabio Balboni assesses the latest developments around the AstraZeneca vaccine and James Pomeroy looks at what the latest PMI data tells us about the recovery. Disclaimer

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Innovation and digitisation of trade: transforming the future of trade finance – from HSBC Asia Pacific Trade Exchange

HSBC Zencastr — Tue, 06 Apr 2021 16:27:11 -0000

The COVID-19 pandemic has accelerated the trend of global digitisation, where technology is playing a pivotal role in adjusting to a “new normal”. This is not an option any more. Listen now to HSBC and different industry experts including Boston Consulting Group, SRF Limited, Tradeshift, Walmart China.

This episode was recorded in February 2021 from the HSBC Asia Pacific Trade Exchange. During the event, we have explored the current landscape of trade, shared ideas, and discussed what the future holds alongside thought leaders from across the world.

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RCEP: the game changer, are you ready? – from HSBC Asia Pacific Trade Exchange

HSBC Zencastr — Tue, 06 Apr 2021 16:19:18 -0000

RCEP provides moderate trade liberalisation and mainly focuses on goods trade. It also establishes a common rules-of-origin framework, enabling exporters to make use of inputs from all parties in order to qualify for preferential treatment when trading within the region. Are you ready for RCEP and how quickly can you leverage the benefits and opportunities this agreement brings? Listen now to HSBC and different industry experts including Asian Development Bank and Dyson.

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e-Commerce: trends and opportunities – from HSBC Asia Pacific Trade Exchange

HSBC Zencastr — Tue, 06 Apr 2021 16:14:18 -0000

From Sydney to Shanghai, urban lockdowns have propelled the rise of digital enterprises. Can technology enhance consumer experiences? What trends and opportunities are we seeing emerge? Listen now to HSBC and different industry experts including Ant Group, Hong Kong Television Network Limited and McKinsey & Company.

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Supply chains for the future – from HSBC Asia Pacific Trade Exchange

HSBC Zencastr — Tue, 06 Apr 2021 16:06:26 -0000

As the global economy fragments, multinationals are building resilience by diversifying production around the world, and there is growing importance of ESG factors towards supply chains. Where are the opportunities in Asian economies and how will the supply chains of the future evolve? Listen now to HSBC and industry experts from Coface, Indorama Ventures, Sustainlytics and Vestas.

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Mind the gap, capturing CO2, and a new climate tool for central bankers - HSBC Global Research

HSBC Zencastr — Tue, 06 Apr 2021 11:42:18 -0000

Ashim Paun explains how it's possible to cut 81% of global emissions by 2050, Tarek Soliman looks at the opportunities for carbon capture, and Song Jin Lee sets out how some central banks are looking to help the net zero climate agenda. Disclaimer

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Asia and Europe economic outlooks, trade in vaccines - HSBC Global Research

HSBC Zencastr — Thu, 01 Apr 2021 15:17:27 -0000

Frederic Neumann explains why Asia’s economies appear on track for economic growth, Simon Wells looks at how the eurozone is diverging from the US and Shanella Rajanayagam assesses vaccine trade patterns. Disclaimer

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Global economics, Europe and India COVID-19 updates - HSBC Global Research

HSBC Zencastr — Fri, 26 Mar 2021 12:20:17 -0000

Janet Henry assesses the global implications of the huge US fiscal stimulus and Chantana Sam and Pranjul Bhandari assess the worsening COVID-19 pictures in Europe and India respectively. Disclaimer

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Beyond the pandemic: economic prospects for Asia and the world

HSBC Zencastr — Thu, 25 Mar 2021 14:16:06 -0000

Following a unique 12 months, where we have seen the global economy respond to the COVID19 pandemic, hear from Frederic Neumann, Co-head of Asian Economic Research at HSBC on what does the outlook for 2021 look like and will the world chart a course towards steady progress? And will financial markets, in such rude health over the past year, stay equally resilient as central bankers start to pull the reins?

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EMboldened interview - Confidence in emerging markets surges – HSBC Global Research

HSBC Zencastr — Thu, 04 Feb 2021 18:53:22 -0000

HSBC’s Dr Murat Ulgen, Head of Emerging Markets Research, discusses the results of our latest EM Sentiment Survey - including recovery prospects, market trends, and ESG factors - with Piers Butler, Head of Research Direct. Disclaimers

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The ESG Brief – climate agenda in 2021– HSBC Global Research

HSBC Zencastr — Thu, 04 Feb 2021 13:50:23 -0000

HSBC’s Wai-Shin Chan and Ashim Paun, Co-Heads of ESG Research, talk about President Joe Biden's efforts to put his administration back into the global efforts to cap carbon emissions, China's targets and other key climate actions this year. Disclaimer

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The New Normal: Adopting emerging technologies in the current pandemic and beyond – Part 2

HSBC Zencastr — Thu, 21 Jan 2021 13:05:20 -0000

In response to the pandemic, businesses around the world have been forced to accelerate the adoption of emerging technologies to mitigate its impact. HSBC hosted a virtual roundtable with business leaders in October 2020 to understand how companies are embracing emerging technologies to stay relevant in a post-COVID-19 world. Hear from Joseph Chua, Executive Director, Treasury, Lenovo on how the company has woven automation into its treasury workflow and how they have overcame challenges.

For more information about anything that you have heard in this podcast, please visit grp.hsbc/tnn

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The New Normal: Adopting emerging technologies in the current pandemic and beyond – Part 1

HSBC Zencastr — Thu, 21 Jan 2021 13:00:54 -0000

Amidst the global pandemic, HSBC hosted a virtual roundtable with business leaders to discuss how critical it is for businesses to adopt emerging technologies to stay relevant in a post-COVID-19 world. In this episode, we hear from Priya Kini, Head of Global Banking, Singapore, HSBC and Eric Tachibana, Global Advisory Head of APJC, Amazon Web Services on the key technological and data trends that have been accelerated by the pandemic. This conversation was recorded in October 2020.

For more information about anything that you have heard in this podcast, please visit grp.hsbc/tnn

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In conversation with business leaders in Asia: Supply chain resiliency in consumer and retail – Part 2

HSBC Zencastr — Tue, 22 Dec 2020 13:21:12 -0000

Gain insights from business leaders in the consumer and retail sector on how they have navigated disruptions in their supply chains, and how they expect supply chains to evolve against the backdrop of the global pandemic.

In part 2, HSBC and Deloitte Consulting continue the conversation with Fonterra, Kimberly-Clark, and Cargill to discuss the strategic initiatives that have been launched to counter potential threats and leverage new opportunities in the new normal.

This conversation was recorded in August 2020.

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In conversation with business leaders in Asia: Supply chain resiliency in consumer and retail – Part 1

HSBC Zencastr — Tue, 22 Dec 2020 13:16:27 -0000

In Part 1, HSBC and Deloitte Consulting speak with Fonterra, Kimberly-Clark, and Cargill to discuss the impact on industry and consumer purchasing behavior, shifts in company operating models, and how they have maneuvered the crisis.

This conversation was recorded in August 2020.

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The Sustainable Financing and Investing Survey – Investor Focus

HSBC Zencastr — Mon, 21 Dec 2020 12:43:00 -0000

Are sustainable investments demonstrating mainstream themes? 49% of global investors say the main drivers for environmental and social engagement are risk and return. Explore the results of the HSBC’s Sustainable Financing and Investing Survey, with a focus on findings that may be of particular interest for investors.

For more information about anything that you have heard in this podcast and to download the survey report, please visit grp.hsbc/SFIin

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The Sustainable Financing and Investing Survey – Issuer Focus

HSBC Zencastr — Mon, 21 Dec 2020 12:36:44 -0000

Are we on the verge of a sustainable investing boom? According to our survey, 94% of issuers disclose environmental and social performance in 2020, up from 83% in 2019. Explore the results of the HSBC’s Sustainable Financing and Investing Survey, with a focus on findings that may be of particular interest for issuers.

For more information about anything that you have heard in this podcast and to download the survey report, please visit grp.hsbc/SFIis

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Reg Talks – The Central Securities Depositories Regulation (CSDR) updates

HSBC Zencastr — Thu, 17 Dec 2020 18:32:26 -0000

Listen to our experts discuss the latest on CSDR and other updates in the regulatory space in this new series launched by HSBC Securities Services.

For more information on anything that you have heard in this podcast, please visit grp.hsbc/csdr

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The Payments Landscape of the Future

HSBC Zencastr — Fri, 04 Dec 2020 07:00:51 -0000

Francois Ionesco, Managing Director, Continental Europe Head of Financial Institutions Sales at HSBC speaks to TMI's Editor, Eleanor Hill, about the first ever virtual Sibos, how the payments landscape is shifting and how client priorities have been influenced by the pandemic.

For more information about anything you heard in this podcast or to learn about HSBC’s global services and offerings, please visit http://grp.hsbc/gvbmep2

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What's in store for treasury in 2021?

HSBC Zencastr — Wed, 02 Dec 2020 12:36:44 -0000

TMI's Eleanor Hill chats with Jared Smith, Managing Director, Global Head - Corporates, Global Liquidity and Cash Management, HSBC, to discuss how unprecedented economic circumstances are facilitating an uptake in digital services.

In this candid interview, Jared also considers the increasing relevance of data analytics, and the importance of staying connected while operating remotely. For more information about anything you heard in this podcast or to learn about HSBC’s global services and offerings, please visit http://grp.hsbc/gvbmep1

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The ESG Brief - Biden's climate plans from Paris to Washington – HSBC Global Research

HSBC Zencastr — Fri, 27 Nov 2020 08:00:12 -0000

Ashim Paun, Global Co-Head of ESG Research, looks at the climate and environmental action plans of Joe Biden; Evan Li, Head of Utilities and Conglomerates Research, assesses the impact of China's net-zero emissions target on the energy sector. Disclaimer

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Welcome to HSBC Global Viewpoint

HSBC Zencastr — Mon, 23 Nov 2020 17:50:35 -0000

This is HSBC Global Viewpoint, your window into the thinking, trends and issues shaping global banking and markets. Join us as we hear from industry leaders and HSBC experts on the latest insights and opportunities for your business.

For more information about anything you heard in this podcast or to learn about HSBC’s global services and offerings, please visit gbm.hsbc.com

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