HSBC Global Viewpoint

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

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...

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 report...

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

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...

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 Stay connected and access free...

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

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 Stay connected and access free t...

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 Rese...

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

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...

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...

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...

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...

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 Stay connected and access free to view r...

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

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...

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 Stay connected and access free to vie...

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. Watc...

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...