HSBC Global Viewpoint

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...

Fred Neumann and Herald van der Linde discuss the knock-on effects of China’s slowdown across Asia, including the impact on trade, equity markets and finance. Disclaimer: https://www.research.hsbc.com/R/61/MnXJWsC 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.g...

In this edition, the team focuses on a big problem for the apparel industry: millions of returned goods are ending up in landfills and incinerators. Plus, we look at the sector's executive pay policies and whether they encourage sustainability. Disclaimer: https://www.research.hsbc.com/R/61/RlZpgGb Stay connected and access free to view reports and videos from HSBC Global Research follow us on Lin...

Retrofitting existing buildings to make them more sustainable is a growing trend as the real estate industry looks to meet net zero targets. In this podcast, we examine the potential of retrofitting to reduce energy emissions. We look at how it works, what investors and developers can expect, and what the financials are in the current market, from both a UK and Asia perspective.   Guests Matt...

Murat Ulgen looks at whether there are any signs of respite for emerging market assets with challenges continuing to mount up. Disclaimer: https://www.research.hsbc.com/R/51/nrbS76R 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-rese...

Fred Neumann and Herald van der Linde discuss the impact of rising US bond yields and higher-for-longer US interest rates on Asian economies. Disclaimer: https://www.research.hsbc.com/R/61/2s6XG6R 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/insig...

For the fourth edition of HSBC Sibos Spotlight series with TMI, Eleanor Hill invites Vivek Ramachandran, Global Head of Global Trade and Receivables Finance, HSBC to discuss the opportunities and challenges emerging from the ever-evolving global trade landscape, including the intersection of supply chain management, ESG, digital innovation and treasury functions.  Vivek also explores the role...

Janet Henry, Global Chief Economist at HSBC, examines the economic outlook with major central banks set to keep interest rates high for a prolonged period. Disclaimer: https://www.research.hsbc.com/R/51/jTkM9Tg  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://ww...

Herald van der Linde is joined by Head of Asia Real Estate Research Michelle Kwok and Property Analyst Raymond Liu to discuss why Hong Kong property has hit an unusual slump. Disclaimer: https://www.research.hsbc.com/R/51/RmdshbC 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...

In the third episode in TMI and HSBC’s Sibos Spotlight podcast series, Manish Kohli, Global Head of Global Payment Solutions, HSBC sits down with TMI’s Eleanor Hill to explore key considerations for corporate treasurers in today’s digital landscape. Our guest delves into the processes and technologies that treasury teams should prioritise, focusing on their rationale and outcomes, and outlines con...

We look at what’s behind the recent oil market rally with Kim Fustier, Head of European Oil and Gas Research, and ask where prices could go from here. Disclaimer: https://www.research.hsbc.com/R/51/FCvLxJM 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....

With our FX team having turned more bullish on the USD, Fred Neumann speaks to Head of Asian FX Research, Joey Chew, about the implications of a stronger greenback for currencies across the region. Disclaimer: https://www.research.hsbc.com/R/51/kQvfdKH Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsb...

Liz Martins assesses the daunting list of challenges facing the UK economy with sluggish growth, high inflation, elevated interest rates and a heavy debt burden. Disclaimer: https://www.research.hsbc.com/R/51/vGFLbSq 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://ww...

With commodity prices still high despite China's growth slowing, Fred Neumann talks to Paul Bloxham, Chief Economist for Global Commodities, about what's propping up a market historically propelled by Chinese demand. Disclaimer: https://www.research.hsbc.com/R/51/XGJnrQF Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.c...

The digital asset space has showed great promise and revealed great challenges over the last few years. Blockchain and digital leger technology may pave the way for the future, but first players from the financial industry must come together to create a responsible and sustainable environment for all participants. Listen as Ussrah Hussain, Head of Innovation & MENAT Digital Lead, HSBC together...

In the second episode in the HSBC Sibos Spotlight series, Eleanor Hill invites John O’Neill, Managing Director, Global Head of Digital Assets Strategy, HSBC and Zhu Kuang Lee, Managing Director, Chief Digital Data and Innovation Officer from HSBC to discuss the innovative activity happening around asset tokenisation. In this candid deep dive, our guests identify the emerging use cases for tok...

Why is trade finance ripe for digital disruption? To answer this question, TMI’s Eleanor Hill invites Stephanie Betant, Managing Director, Head of Trade and Receivables Finance, HSBC UK and Bhrigu Singh, Chief Product Officer Global Trade and Receivables Finance, HSBC into the hot seat to discuss the transformative potential of digital trade, and the benefits it holds for treasurers.   In the...

Paul Mackel outlines our latest thinking on the currency markets and examines whether the US dollar’s comeback can continue. Disclaimer: https://www.research.hsbc.com/R/51/j9MKKXn 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-resear...

In 2022, the Initial Public Offering (IPO) landscape was dominated by countries in the MENA region, with the GCC raising about a quarter of all IPO funds raised worldwide during this time. What has been driving this growth and will it continue? What differentiates the region when it come to the IPO process? Listen as Fawzi Sabbagh, Director, Head of Equity Sales, MENA, HSBC together with experts i...