
HSBC Global Viewpoint
640 episodes — Page 9 of 13

Under the Banyan Tree – What we learnt at the HSBC China Conference
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. Hosted on Acast. See acast.com/privacy for more information.

RegTalks: Global Regulatory Developments to Watch in 2023
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - US debt ceiling, Swedish lessons, what's concerning companies
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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree – New India: What does tech growth mean for jobs?
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint -- India's digital drive, mixed global signals and a 12th UK rate rise
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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree -- China's clearly spending again, so what's up with its markets?
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - China's charge, Fed hikes, European FX
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - What next for the UK, USD and oil?
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - Talking about inflation
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. Hosted on Acast. See acast.com/privacy for more information.

AsiaTalks: Taking the Lead – T+1 Innovation in India's settlement ecosystem
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. Hosted on Acast. See acast.com/privacy for more information.

The ESG Brief - Hydrogen's role in the energy transition, and regulatory talking points
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - Higher rates headache, tracking China's recovery, gold rush
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - What's new in EM, and nine game-changing investment themes
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - Our Q2 economic outlook, decarbonising heat
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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Changing demographics in real time
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. Hosted on Acast. See acast.com/privacy for more information.

Global Supply Chains – Networks of Tomorrow
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - Rates up, dollar down
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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Banking volatility: Is Asia at risk?
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. Hosted on Acast. See acast.com/privacy for more information.

DigiTalks: Bolting the Stable - The Future of Stablecoins
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - The Macro Viewpoint -- Assessing a turbulent week
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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - China's NPC: What happened and why it matters
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - EM bulls, Fed hikes, and a global data check
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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Japan and the BoJ: Understanding a unique economy
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. Hosted on Acast. See acast.com/privacy for more information.

DigiTalks - Future of Insurance: Adapting to Digital
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - China policy preview, a boost for the UK, dollar drivers
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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Geopolitics deconstructed
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint -- The rise of Avatars, Europe's hawks and Brazil's fiscal concerns
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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Shouldn't we be done with inflation by now?
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. Hosted on Acast. See acast.com/privacy for more information.

DigiTalks - Exploring DORA - The EU's Digital Operational Resilience Act
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - China's speedy recovery, batteries and brownouts
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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - China's rebounding faster than we thought
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - America's rolling recession, a UK outlook, and an Alpine ski lesson
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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - How Asia got its flows back
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - 24-hour central bank dash
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. Hosted on Acast. See acast.com/privacy for more information.

The ESG Brief - Weighing the EU's new carbon rules on an industrial scale
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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Navigating inflation as markets move upwards
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - Will AI take your job and how much will the ECB's rate hikes hurt?
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. Hosted on Acast. See acast.com/privacy for more information.

HSBC Transition Pathways: Unlocking the energy pathway
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - Are investors right to be bullish and is Europe's energy crisis over?
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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - The economics of going green in Asia
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - What's next for the global economy and emerging markets
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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - China gets ready to travel and spend
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - China's great reopening and Europe's inflation challenge
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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Asia in 2023: Economics and equities in the Year of the Rabbit
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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - The 2023 outlook, and the return of EM bulls
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. Disclaimer: https://www.research.hsbc.com/R/51/qlczm69 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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - China's reopening, Eurozone wage risks, and a global data check
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. Hosted on Acast. See acast.com/privacy for more information.

The ESG Brief - What 352 finance professionals are telling us
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.Disclaimer: https://www.research.hsbc.com/R/51/JKzkjCB Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn with #HSBCresearch or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Semiconductors: Perspective after the Perfect Storm
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. Hosted on Acast. See acast.com/privacy for more information.

US Monetary Policy and its Effect on Global Markets
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. Hosted on Acast. See acast.com/privacy for more information.

Best of EM Global Food Prices in Crisis
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. 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. Hosted on Acast. See acast.com/privacy for more information.