HSBC Global Viewpoint

Janet Henry explains why a near-term slowdown in inflation will not warrant rate cuts from the major central banks in the coming year. Murat Ulgen finds investors are turning more bullish in our latest EM sentiment survey. Disclaimer: https://www.research.hsbc.com/R/51/qlczm69 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.link...

Jing Liu discusses our revised GDP forecasts in light of China’s property and COVID-19 policy changes, Fabio Balboni looks at how labour market developments could affect inflation and James Pomeroy assesses a divide in the latest economic data. Disclaimer:  https://www.research.hsbc.com/C/1/1/320/PR9lVgN |  Stay connected and access free to view reports and videos from HSBC Global R...

Wai-Shin Chan, Head of ESG Research and the Climate Change Centre, weighs up the results of our third ESG Sentiment Survey and finds few big wins from the recent COP27 global climate negotiations. Disclaimer: https://www.research.hsbc.com/R/51/JKzkjCB  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn with #HSBCresearch or click here: ht...

Fred Neumann is joined by Head of Asia Technology Research, Frank Lee, for a discussion on the outlook for global semiconductors, where Asia plays by far the largest role of any region. Disclaimer: https://www.research.hsbc.com/R/51/6H7RLBJ 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/ &...

In this episode of EM Spotlight, Janet Henry, Global Chief Economist at HSBC, speaks with James Bullard, President and CEO of the Federal Reserve Bank of St. Louis, on the Federal Reserve’s efforts to tame inflation and how quantitative tightening is affecting global markets. This episode was recorded from a virtual event on Sept. 29. Emerging markets spotlight is a podcast miniseries created and...

In this episode, we explore the current state of global food prices. Dr Murat Ulgen, Global Head of GEMs Research at HSBC, hosts World Bank Senior Economists John Baffes and Peter Nagle as they discuss the larger backdrop against which global food prices are rising, the factors that are directly impacting these price changes and finish by taking a look at what the policy response has been and the...

Kim Fustier assesses what the mild autumn weather means for gas prices, James Pomeroy considers whether easing supply chain bottlenecks will help lower inflation and Chris Hare examines the prospects for a recession in Europe. Disclaimer: https://www.research.hsbc.com/R/51/cH2Rcxd Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www....

With COVID-19 cases soaring across China, Fred Neumann talks to Chief China Economist, Jing Liu, about Beijing’s new approach to containment and how it could impact the economic outlook for the country and beyond. Disclaimer . To stay connected and to access free to view reports and videos from HSBC Global Research click here . Hosted on Acast. See acast.com/privacy for more information.

Paul Mackel explains why we expect USD strength to reverse next year, Jing Liu assesses China’s latest steps to stabilise the property market and Liz Martins examines the new UK government’s plans to plug the fiscal shortfall. Disclaimer: https://www.research.hsbc.com/R/51/tnslnDz Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www....

In this episode EM experts examine the challenges that have buffeted emerging markets over the last year, including geopolitical tensions, high commodity prices and inflationary shocks. How should investors approach this complex and somewhat tricky environment, and what are the bright spots? Dr. Murat Ulgen HSBC’s Global Head of Emerging Markets Research, and Celina Apostolo Merrill, Portfolio Man...

With India having recently overtaken the UK as the world’s fifth largest economy, Fred Neumann talks to Chief India Economist, Pranjul Bhandari, about the modern growth drivers that we think can push GDP beyond its 6% average in recent years. Disclaimer . To stay connected and to access free to view reports and videos from HSBC Global Research click here . Hosted on Acast. See acast.com/privacy fo...

HSBC Global Chief Economist Janet Henry leads a panel of distinguished speakers discussing the current challenges facing EM economies across the globe – and the positive signs that may yield opportunities going forward. Emerging markets spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s em...

As wealth rises in emerging markets, we are seeing the rise of the family office across these regions, with the fastest regions for growth being Asia and MENA. Why might a family consider setting up a family office? What are the key considerations? And, how does HSBC work to help clients in this position. Hear from wealth, advisory and private banking experts on this subject. Emerging markets spot...

In the final episode of our Sibos podcast miniseries, TMI’s Eleanor Hill is joined by Nadine Lagarmitte, Neil Atkinson and Vinay Mendonca as they look back at Sibos 2022. Our guests discuss the prevalent topics from the event such as payment APIs, digital innovation, global trade and also share their key take-aways from our week in Amsterdam. Hosted on Acast. See acast.com/privacy for more informa...

Two veteran observers of emerging markets, Surendra Rosha, Co-CEO APAC, HSBC, and Mark Tucker, HSBC Group Chairman, examine the current environment, exploring inflation, the possibility of a recession, strengths, downside risks, and more. The speakers take a deep dive into particular regions and the effects of current geopolitical events, making for a fascinating and comprehensive conversation on...

The finance industry is experiencing its “Blockbuster to Netflix” moment as digital innovations like DLT are revolutionising how banking works and what clients expect from service providers. This conversation features some of the bank’s senior most leaders in a fascination conversation around what is driving digital innovation in financial services. Emerging markets spotlight is a podcast miniseri...

We look at whether the latest economic data could drive a dovish turn by central banks, find out how power cuts and transport disruptions are hurting South Africa’s growth outlook and consider whether oil prices are poised to hit triple digits. Disclaimer: https://www.research.hsbc.com/R/51/zDJ7mVB .  Stay connected and access free to view reports and videos from HSBC Global Research click he...

With much of the region and the world fearing the effects of slowing trade and recession risk, Fred Neumann sits down with ASEAN Economist, Yun Liu, to discuss two Asian economies with a far brighter outlook. Disclaimer: https://www.research.hsbc.com/R/51/qzhpLBv To stay connected and to access free to view reports and videos from HSBC Global Research click here: https://www.gbm.hsbc.com/en-gb/cam...

We assess the differing monetary policy paths of the US and UK following large rate rises and look at what a peak in the dollar could mean for emerging market currencies. Disclaimer . To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.

Wai-Shin Chan previews the UN climate talks in Egypt in November amid economic and geopolitical tensions; Amit Shrivastava tracks the market performance of climate-related stocks. Disclosures and Disclaimers can be found here. To stay connected and to access free to view reports and videos from HSBC Global Research click here . Hosted on Acast. See acast.com/privacy for more information.

We assess the outlook for Europe’s monetary policy following the ECB’s latest rate hike, consider what’s next for the EUR and USD, and look at what to expect after the global trade boom. Disclaimer . To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.

With China GDP beating expectations, but the economy still facing challenges on multiple fronts, Fred Neumann sits down with Chief China Economist Jing Liu to discuss the next steps for the world’s second largest economy. Disclaimer . To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.

Following Liz Truss’s resignation as prime minster, we look at what’s next for the UK economy, rates and GBP ahead of the scheduled budget on 31 October. Disclaimer . To stay connected and to access free to view reports and videos from HSBC Global Research click here . Hosted on Acast. See acast.com/privacy for more information.

During this episode we speak with leaders from different sectors about how they are thinking about and implementing the transition to low and zero carbon energy. What are the challenges they face? How are their business operations evolving in light of the transition? And, how is it all being financed?   To find out how HSBC is supporting businesses on their sustainable ambitions, click here ....

In this episode, Wai-Shin Chan, Head of the Climate Change Centre of Excellence and Global Head of ESG Research at HSBC, talks with Nigel Topping, the UK's High-Level Climate Action Champion, and Jenny McInnes, Group Head of Sustainability Policy & Partnerships at HSBC, about the road to COP27. What has been learned from COP26 and which policies and promises have been acted on? And what can we...