HSBC Global Viewpoint

Liz Martins, Ana Madeira and Joseph Incalcaterra assess the diverging policy paths in the UK and Brazil - with one central bank hiking and the other cutting interest rates. Disclaimer: https://www.research.hsbc.com/R/51/gQpVrT2 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:...

It's an ongoing debate in markets and economics: is China going the way of Japan in the 1990s? Fred Neumann and Herald van der Linde discuss the various points for and against, plus the lessons China can learn from its fellow leading Asian economy. Disclaimer: https://www.research.hsbc.com/R/51/wJTWhRk Stay connected and access free to view reports and videos from HSBC Global Research follow us on...

Ryan Wang and Fabio Balboni examine how close we are to the end of the monetary tightening cycles in the US and Europe. Disclaimer: https://www.research.hsbc.com/R/51/wLdqDBw 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 ....

The overall asset management landscape in Dubai currently consists of more than 300 regulated managers and funds from around the world. Hedge funds have now discovered the MENA region with more than 65 of these wanting to do business in Dubai. Listen as Salmaan Jaffery, Chief Business Development Officer at the Dubai Financial Centre Authority (DIFC) and Matt Kiraly, HSBC’s Global C...

Murat Ulgen looks at what we can expect from emerging markets in the second half of the year amid lingering concerns over the global economic backdrop. Disclaimer: https://www.research.hsbc.com/R/51/tG7wvCl 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 news that Chinese exports fell at their fastest pace for three years in June, Herald van der Linde and Fred Neumann discuss the state of Asian exports, which have long been a cornerstone of the regional economy. Disclaimer: https://www.research.hsbc.com/R/51/NRpklhw Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.c...

  James Pomeroy explains why there has been a remarkable turnaround in supply chains, Charles Swabey examines just how reliant the global economy is on fossil fuels and Wai-Shin Chan assesses the growing anti-ESG sentiment in the US. Disclaimer: https://www.research.hsbc.com/R/51/fCGJ7Wh Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn...

Fred Neumann and Herald van der Linde return to the Hong Kong studio to discuss how Chinese earnings growth can be on the rise at a time when the economy is clearly slowing. Disclaimer: https://www.research.hsbc.com/R/51/P7wSHgl 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...

Over the last few years, sustainability and ESG-related factors have gone from being a secondary consideration to being a driving factor for how capital is allocated and how businesses are organised and run. In this episode, we look at what this evolution means, how it affects the business and financing worlds, and what comes next in this crucial topic. Guests Patrick Kondarjian, Global Head of Su...

The evolution of Artificial Intelligence (AI) has accelerated in the past years with some ground breaking innovations, where a new paradigm has been created. Listen as Gabriela Tennhard, Global Head of Market & Strategic Insights, HSBC Markets and Securities Services, speaks to Mark McDonald, Head of Data Science and Analytics, HSBC Global Research and Einar Magnusson Head of AI Capabilities,...

The HSBC Global Research team reviews how the dollar's performance may affect the course of EM currencies in the second half of 2023, and highlights where in the world inflation may not be the primary focus of policy makers. Disclaimer: https://www.research.hsbc.com/R/51/KckWhv9  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn ( https:...

With China on course to blast past its green energy goals up to five years early, Fred sits down with Renewables analysts Evan Li and Corey Chan for a broad discussion on the country's rapidly developing solar power industry. Disclaimer: https://www.research.hsbc.com/R/51/dXmTjFz  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https:/...

Janet Henry assesses whether tightening cycles are nearly complete, the prospects for growth, and some of the upside and downside risks that might lie ahead for the world economy. Disclaimer: 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/g...

In this special episode, recorded in India, Herald is joined by Consumer and Retail Analyst, Amit Sachdeva, for a wide-ranging discussion on the country's diverse and highly nuanced consumer sector. Disclaimer: https://www.research.hsbc.com/R/51/XQLKvzF  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hash...

HSBC’s James Pomeroy, Global Economist, explores the risks of higher migration flows across the world due to climate change and whether demographic projections are keeping up Disclaimer: https://www.research.hsbc.com/R/51/mGxpLGf  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 cli...

In this podcast Northern Trust and HSBC will be sharing insights from our recently published whitepaper. “Beyond asset tokenisation: the evolving role of asset servicing”. Listen as Zhu Kuang Lee, Chief Digital, Data and Innovation Officer, HSBC Markets & Securities and Dan Sleep, Digital Assets and Financial Markets Specialist, Asia Pacific at Northern Trust, as they discuss the power of toke...

With China's economy rebounding slower than many expected, Fred is joined by Paul Bloxham, Chief Economist for Global Commodities, to discuss the knock-on effects for global metals, fossil fuels, agriculture and more. Disclaimer: https://www.research.hsbc.com/R/51/gtG2zJn  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.lin...

In this podcast we explore the evolving nature of Network Management and how it has evolved over the years. Listen to Xin Yi Tan, Product Manager, Digital, Data & Innovation, HSBC Markets & Securities Services as she discusses with Aditee Taskar, Head of Network Management, HSBC Markets & Securities Services, Asia Pacific and Rajeev Tummala, Head of Digital, Data & Innovation, HSBC...

Chris Hare and Jorge Morgenstern look at how the latest inflation figures present contrasting outlooks for central banks in the UK, Europe and Latin America. Erin Xin considers the outlook for China’s growth. Disclaimer: https://www.research.hsbc.com/R/51/zDkcPs9  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com...

Private Assets have been a hot topic in the past years. The combination of increased investor demand with managers entering the market or increasing their fund ranges, has led to a need for more comprehensive servicing solutions with companies exploring how to effectively manage costs and meet the demands of their clients. Listen as Melanie Sande, Director for Private Assets, Product Solutions, HS...

Murat Ulgen assesses the findings from our latest survey of EM investors, Davey Jose explains why the commercial and consumer drone market is poised for huge growth and we update on central bank moves. Disclaimer: https://www.research.hsbc.com/R/51/WfnD2ML Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag...

Herald and Fred sit down with Yuqian Ding, Head of China Autos Research, for a wide-ranging discussion on the Chinese electric vehicle industry, which is giving big names in the West a run for their money. Disclaimer: https://www.research.hsbc.com/R/51/VzbQbR7 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/has...

Jing Liu looks at how policymakers can boost confidence in China's recovery, Ryan Wang explains why the US rate hiking cycle is not yet over and Dominic Bunning outlines a framework for thinking about the dollar. Disclaimer: https://www.research.hsbc.com/R/51/xjClbgq Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/f...

In this podcast we reflect on some of the key catalysts shaping future growth of the ETF industry in Europe, including retail adoption, the rise of active ETFs and the role of digital platforms. Listen to Jane O Reilly, Global Client Executive Platform Solutions Securities Services, as she explores some of the key trends shaping the ETF industry with Steven Palmer, Global Head of ETF Product at HS...

With Japanese stocks at a multi-decade high and the yen at a six-month low, Fred and Herald discuss the macro and micro factors at play in Asia’s second-largest economy. This week’s special guest is Joey Chew, Head of Asian FX Research. Disclaimer: https://www.research.hsbc.com/R/51/RhRKRdx Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn ht...