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HSBC Global Viewpoint

HSBC Global Viewpoint

621 episodes — Page 2 of 13

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

Fred's got his hands on Herald's latest compilation of quirky facts and stats. From giant shopping malls to a company you've probably never heard of outperforming Google, this episode's for anyone looking to flex some knowledge at holiday parties.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/qKmt7KVStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

Dec 11, 202511 min

Perspectives: Transforming insurance and asset servicing in Hong Kong

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.

Dec 10, 202510 min

Perspectives: Where VCs are betting in Asia in 2026

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.

Dec 8, 202524 min

The Macro Brief – Where next for AI?

Can AI trade FX? Is the future 'agentic'? And are we seeing a bubble? Mark McDonald, Head of AI and Data Science, and Yuning Bai, Data Scientist, discuss recent developments in artificial intelligence.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/DkgSvdVStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

Dec 5, 202521 min

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

Herald turns interviewer this week and Fred's in the spotlight, as our co-hosts discuss trade, consumption, central bank action and more across Asia in 2026.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/vH9rXCWStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

Dec 4, 202522 min

Perspectives: India's innovation boom

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.

Dec 2, 202516 min

The Macro Brief – The UK's budget tightrope

Liz Martins, Senior UK Economist, and Nick Andrews, Senior FX Strategist, talk through the key takeaways from the UK's highly anticipated budget.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/c6DrlPxStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

Nov 28, 202513 min

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

Dr Murat Ulgen joins Herald and Fred to talk AI, US outflows and Asia's influence over global emerging markets, all in the context of EM's outperformance in 2025.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/QrL2kKQStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

Nov 27, 202520 min

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

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.

Nov 25, 202523 min

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

Herald takes on the role of interviewee this week, as he and Fred look at what's driven Asian equity markets in 2025, and what investors are likely to be watching in the year ahead.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/wvPzpMCStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

Nov 25, 202518 min

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

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.

Nov 24, 202529 min

The Macro Brief – Top questions for currencies in 2026

Paul Mackel, Global Head of FX Research, and Joseph Incalcaterra, Head of LatAm Macro Strategy, look at what's in store for the major currencies in 2026.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/mFbXLNmStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

Nov 21, 202515 min

Perspectives: Building the treasury of the future

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.

Nov 19, 202530 min

The Macro Brief – The AI effect

Shiva Joon, Data Scientist, and Duncan Toms, Multi-Asset Strategist, look at how artificial intelligence is helping to drive the stellar performance of many US companies.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/HJJQchfStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

Nov 14, 202515 min

Under the Banyan Tree – Luxury unboxed with Erwan Rambourg

Global Head of Luxury and Consumer Research Erwan Rambourg joins Herald for a lively chat on the state of the luxury market across Asia and beyond.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/gdmsgksStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

Nov 13, 202520 min

Perspectives: Navigating tariff tensions

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.

Nov 10, 202516 min

The Macro Brief – The next game-changing technologies

James Pomeroy, Global Economist at HSBC, looks at three technologies that could dramatically transform the economy in the longer term - humanoid robots, autonomous driving and quantum computing.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/P2FgHBqStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

Nov 7, 202519 min

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

Fred welcomes HSBC's Chief Precious Metals Analyst James Steel to the podcast for a comprehensive look at the recent gold rally and the critical role that markets including China and India play in the global gold trade.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/Hm6nMSqStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

Nov 6, 202518 min

The Macro Brief – Rates, shutdowns and bubbles

In this US special, Ryan Wang, US Economist, and Alastair Pinder, Head EM and Global Equity Strategist, discuss the Fed’s next move, the impact of the government shutdown and fears of an AI bubble.Disclaimer: https://www.research.hsbc.com/R/101/xfXR9xhStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

Oct 31, 202518 min

Under the Banyan Tree – ASEAN's tariff advantage

ASEAN Economist Aris Dacanay joins Herald and Fred to explain why Southeast Asian economies could actually see rising market share across various sectors as a result of US import tariffs.Disclaimer: https://www.research.hsbc.com/R/101/W9vcfSdStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

Oct 30, 202514 min

Perspectives: A unique insight on China's healthcare sector

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

Oct 29, 202521 min

The Macro Brief – Top global talking points

Fresh from attending the IMF-World Bank annual meetings, Janet Henry, Murat Ulgen and Paul Mackel stop by our New York studio with updates on US resilience, AI, tariffs, EM, defaults and more.Disclaimer: https://www.research.hsbc.com/R/101/CXgtlpnStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

Oct 24, 202521 min

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

Recorded in front of a live audience on 21 October 2025, Fred and Herald are joined on stage in Hong Kong by Jing Liu, Yuqian Ding and Frank Lee for a comprehensive round-up of the major macro and micro talking points in Asia.Disclaimer: https://www.research.hsbc.com/R/101/zJCkN77Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

Oct 23, 202526 min

The Macro Brief – Tech supremacy

Sean McLoughlin, Senior Global Industrials Analyst, explains how the boom in AI and cloud computing is fuelling a reacceleration in global capital expenditure.Disclaimer: https://www.research.hsbc.com/R/101/B6KLVmtStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

Oct 17, 202514 min

Under the Banyan Tree – Getting the boring stuff right

Herald catches up with Chief China Economist Jing Liu as Beijing gears up for its fourth plenum, where the economic agenda for next five years will be set.Disclaimer: https://www.research.hsbc.com/R/101/dxd6clmStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

Oct 16, 202519 min

Spotlight on the Global Trade Landscape

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.

Oct 14, 202532 min

Perspectives: China - Middle East connectivity

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.

Oct 13, 202517 min

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

Fresh from HSBC's inaugural Brazil Forum, Head of LatAm Macro Strategy Joseph Incalcaterra joins Aline van Duyn to discuss the macro landscape across Latin America's key economies.Disclaimer: https://www.research.hsbc.com/R/101/NBdxbGKStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

Oct 10, 202520 min

Under the Banyan Tree – A macro whip round the region

Fred has the studio all to himself, and that can only mean one thing: a comprehensive review of the key talking points shaping Asian economics from tariffs to central bank action and, of course, AI.Disclaimer: https://www.research.hsbc.com/R/101/xglRmRgStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

Oct 9, 202514 min

Perspectives: China's luxury consumption

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.

Oct 6, 202515 min

The Macro Brief – Europe on a mission

Simon Wells, Chief European Economist, assesses the growth outlook for the region and the contrasting fortunes of the ECB and Bank of England in their bid to tame inflation.Disclaimer: https://www.research.hsbc.com/R/101/nFbhDKSStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here:https://www.gbm.hsbc.com/insights/global-research.

Oct 3, 202514 min

Under the Banyan Tree – Commodities in context

From inflation to political tensions, Paul Bloxham, Chief Economist for Global Commodities, joins Fred to talk through various factors keeping commodity markets deceptively flat at the moment.Disclaimer: https://www.research.hsbc.com/R/101/S9wjzKPStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

Oct 2, 202516 min

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

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.

Oct 1, 202536 min

Perspectives: The rise of AI robotics

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.

Sep 29, 202515 min

The Macro Brief – Market resilience amid global risks

Janet Henry, Global Chief Economist, looks at how the world economy is muddling through despite substantial challenges, while Ali Cakiroglu, Emerging Markets Strategist, explains why investors are becoming more bullish on EM assets.Disclaimer: https://www.research.hsbc.com/R/20/smqScSgStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

Sep 26, 202519 min

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

Pranjul Bhandari, Chief India Economist and Strategist, joins Fred to discuss the outlook for India's economy at a time of higher-than-expected US tariffs, visa changes and domestic reform.Disclaimer: https://www.research.hsbc.com/R/101/lTWL7T7Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

Sep 25, 202517 min

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

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.

Sep 23, 202525 min

Perspectives: China trade – navigating protectionism

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.

Sep 22, 202519 min

The Macro Brief – Understanding digital money

Daragh Maher, Head of Digital Assets Research, discusses which of the competing visions for digital money could become the most dominant.Disclaimer: https://www.research.hsbc.com/R/101/rQFq99nStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

Sep 19, 202518 min

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

With the Fed lowering interest rates, and talk of similar cuts in Asia, Fred and Herald discuss how dynamics in the region differ from the US, and what the tug-of-war between growth and inflation means for Asian stock markets.Disclaimer: https://www.research.hsbc.com/R/101/6gbsHL7Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

Sep 19, 202518 min

Perspectives: China's economic relationship with the West

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.

Sep 17, 202513 min

The Macro Brief – US rate cuts & spending gluts

Ahead of the Federal Reserve’s September meeting, US economist Ryan Wang assesses the potential pace of interest rate cuts and the implications of the growing US deficit.Disclaimer: https://www.research.hsbc.com/R/101/CwxmMFVStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

Sep 12, 202514 min

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

Fred and Herald sit down to discuss the idea that there could be a fundamental shift happening in global investment patterns. The question is, if investors are looking beyond the US market, what could that mean for Asia?Disclaimer: https://www.research.hsbc.com/R/101/7WnBPrDStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

Sep 11, 202517 min

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

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.

Sep 9, 202524 min

The Macro Brief – The UK's perfect storm

From sticky inflation to precarious public finances, Liz Martins, Senior UK Economist, assesses the UK’s financial troubles as the country looks ahead to an Autumn Budget.Disclaimer: https://www.research.hsbc.com/R/101/kMkgkSPStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

Sep 5, 202515 min

Under the Banyan Tree – A status update for Vietnam?

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

Sep 4, 202516 min

Bridging innovation and resilience: Europe connected

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.

Sep 2, 202524 min

The new protector: Treasurers' strategic advantage

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

Sep 1, 202520 min

The Macro Brief – How AI can mitigate tariff costs

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

Aug 29, 202513 min

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

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

Aug 28, 202520 min