HSBC Global Viewpoint

Murat Ulgen, Global Head of Emerging Markets Research, assesses the results from our latest survey of EM investors and examines why they are seemingly undecided about the prospects for emerging market assets. Disclaimer: https://www.research.hsbc.com/R/61/fh9LTXb  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com...

This week, we’re replaying one of our most popular episodes of the year. Mark McDonald, Head of Data Science and Analytics, looks at how venture capital is helping to fuel transformative technology and business innovation. Disclaimer: https://www.research.hsbc.com/R/61/WZwJZwR Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.link...

This week, we’re replaying one of our most popular episodes of 2023. Herald van der Linde and Fred Neumann discuss the age, wealth and gender-related shifts that are taking place across Asia, and how they affect the region's markets and economies. Disclaimer: https://www.research.hsbc.com/R/61/Pb9JqzC Stay connected and access free to view reports and videos from HSBC Global Research follow us on...

James Pomeroy, Global Economist, looks at key themes that we track here at HSBC Global Research - from the Energy Transition to Disruptive Technology - and the role they will play in the response to climate change. Disclaimer: https://www.research.hsbc.com/R/61/RhnhkgT .  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www...

With no less than five Asian economies taking to the polls in 2024, Fred Neumann and Herald van der Linde discuss elections in the region and how they may impact markets and economic policy. Disclaimer: https://www.research.hsbc.com/R/61/vbnWWPM 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...

Liz Martins, Senior UK Economist, dissects the UK’s Autumn Statement made by Chancellor Jeremy Hunt and considers whether the giveaways offered are affordable. Disclaimer: https://www.research.hsbc.com/R/61/xBV9tHq 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....

Having met with various clients in the US, Fred is back and reunited with Herald to discuss the main Asia talking points that investors are raising abroad.   Disclaimer: https://www.research.hsbc.com/R/61/rhFCXvm   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 clic...

Max Kettner, Chief Multi-Asset Strategist, looks at what could be in store for risk assets next year and considers some of the push back he has been getting from investors. Disclaimer: https://www.research.hsbc.com/R/61/LjLDpc2 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:...

There’s no doubt Asia, especially China, is embracing electric vehicles. So why are the share prices of so many EV and EV battery makers falling? Herald van der Linde talks to Yuqian Ding and Will Cho to understand what's going on. Disclaimer: https://www.research.hsbc.com/R/61/wFszJhZ Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https:/...

In this episode, one of HSBC’s most senior economists explores the current inflation landscape across the globe, discussing lessons from the past and extending the analysis in his recent book, We Need to Talk About Inflation, to consider whether we are reaching a new monetary policy paradigm. Emerging Markets Spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and un...

Generative AI is one of the latest technological megatrends. In this episode, our experts take an in-depth look at some of the financial, ethical and societal concerns that come along with this technology, as well as the broader AI ecosystem and the benefit it brings. Emerging Markets Spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and...

Alastair Pinder, Head EM and Global Equity Strategist, looks at how we can identify which macro and geopolitical risks are priced into stocks. Disclaimer: https://www.research.hsbc.com/R/61/dDzsTqp 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/insi...

Herald van der Linde is joined by Joy Wang and Prerna Garg for a big picture discussion on one of Asia's best growth and investment stories - Indonesia. They cover topics from demographics, to consumer trends, and how things have changed since Herald lived there in the '90s. Disclaimer: https://www.research.hsbc.com/R/61/ZTl7BS7 Stay connected and access free to view reports and videos from HSBC G...

Samantha Hoh, Senior Clean Tech Analyst, looks at how the US is driving ahead in its aim to develop a clean hydrogen economy. Disclaimer: https://www.research.hsbc.com/R/61/Hxtqnpb 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-resea...

Fred Neumann and Herald van der Linde discuss what's pushed Asian equities into negative territory in 2023, while key global indices including the S&P500 have seen decent gains. Disclaimer: https://www.research.hsbc.com/R/61/GNCSw2p 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 cl...

Nearshoring is a growing trend in Mexico. In this episode, we explore what nearshoring is. We look at why it is happening in Mexico, and what makes Mexico such and attractive place for the phenomenon. Finally, we explore trends companies should be aware. Emerging Markets Spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically imp...

Following the announcement of the Financial Institutions (Resolution) (Contractual Recognition of Suspension of Termination Rights—Banking Sector) Rules , all counterparties with existing non-Hong Kong law financial contracts embedded with an early termination right must ensure they are compliant with these rules before the regulatory deadline of February 2024 - by adhering to the Hong Kong Jurisd...

With the transition to the T+1 settlement cycle set to take place in May 2024, we look at what the impacts are expected to be, including challenges around time zones, FX and liquidity. We also talk about what clients should be focusing on and how HSBC is enhancing its offerings to provide support in this transition.   Emerging Markets Spotlight is a podcast miniseries created and hosted by HS...

Liz Martins considers how the latest macro data could affect the UK’s next rate decision, and Daragh Maher looks at whether the dollar can continue to strengthen. Disclaimer: https://www.research.hsbc.com/R/61/trpqhfp 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://w...

Vinay Mendonca, Chief Growth Officer, Global Trade && Receivables Finance, HSBC and Gert Sylvest, Co-Founder, GM of Small Business & Fintech Product, Tradeshift join Eleanor Hill (TMI) for an informal discussion around driving supply chain resilience through embedded finance. Vinay and Gert identify the challenges that corporates are facing in the supply chain space and consider the wa...

Herald van der Linde is joined by Head of Asia Technology Research, Frank Lee, and Head of China Internet Research, Charlene Liu, to discuss the rate of AI development in China and whether Chinese tech giants can rival key US players. Disclaimer: https://www.research.hsbc.com/R/61/SKDBKS2 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn http...

Eleanor Hill (TMI) is joined by Mark Evans Global Head of Cross Border and Cross Currency Payments, HSBC and Lewis Sun, Global Head of Domestic and Emerging Payments, HSBC who highlight the exciting developments that are helping treasurers to ‘get payments right’ and meet rapidly changing client expectations. Mark and Lewis explore the tools and platforms on offer that are allowing corporates to s...

Simon Wells assesses the efforts of European and UK policymakers to bring inflation under control. Disclaimer: https://www.research.hsbc.com/R/61/kzdSDbW 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...

In this edition, Janet Henry chats with Pranjul Bhandari about the outlook for growth in India, the world's most populous economy, and Indonesia, which is set to have the fourth-largest consumer population by 2030. Disclaimer: https://www.research.hsbc.com/R/61/97zmtKl Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com...

The landscape of Quantitative Investment Strategies has evolved considerably over the last 10 years. It has gone from focusing on building strategies targeting a single solution for a number of different scenarios, to now focusing on creating strategies targeting specific risk premia and that means understanding what risks markets are facing. Gabriela Tennhard, Global Head of Market & Strategi...