HSBC Global Viewpoint

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 Stay connected and access free to view reports and...

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 Stay connected and access free to v...

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...

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 Stay connected and access free to vie...

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...

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 Stay connected and access free to view reports and videos...

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 Stay connected and access free to view reports and videos...

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 an...

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 un...

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...

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 Stay connected and access free to view reports and videos fro...

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...

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 Stay connected and a...

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 Stay connected and access free to view reports and v...

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...

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. Th...

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

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

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 Stay connected and a...

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 Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCR...

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 Stay connected and access free to view reports and videos from HSBC Global Inve...

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 vie...

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 Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on Linke...

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 Stay connected...

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 Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on Linke...