HSBC Global Viewpoint

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.hs...

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/hsbcr...

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/hashta...

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/hsbcresea...

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...

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/hsbcresear...

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 te...

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 he...

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...

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 her...

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/hsbcr...

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/...

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://...

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 f...

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/...

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 shape...

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, an...

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/h...

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,...

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: htt...

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 fo...

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....

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 considerat...

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. Hosted on Acast. See acast.com/privacy for more information.

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...