HSBC Global Viewpoint

We take an in-depth look at what’s going on in the UK bond market following another week of turbulence and look at whether there will be any respite for emerging markets assets amid mounting economic challenges. 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 the peak-pandemic trade surge a thing of the past and freight rates plummeting, Fred Neumann talks to Shanella Rajanayagam and Parash Jain about the outlook for shipping and trade, and what it could mean for export-reliant Asian economies. 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...

In this episode of Emerging Markets Spotlight, Dr. Murat Ulgen, Global Head of Emerging Markets Research at HSBC, speaks with Mary Therese Barton, Head of Emerging Market Fixed Income at Pictet AM about how emerging markets have evolved over the last 20 years and how investment in this asset class could change in the face of rising inflation and looming recessions. Emerging Markets Spotlight is a...

We look at how UK gilts have been a source of volatility for global bond markets, consider how setting appropriate policy in Europe has become even harder and assess how quantum computing could disrupt the global 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.

Fred Neumann is joined by HSBC’s Chief Economist for Australia, New Zealand and Global Commodities, Paul Bloxham, to discuss divergent policy moves by the RBA and RBNZ, as well as the outlook for commodities and what it implies for Asia. 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...

The application of digital innovation in the context of the trade finance space cannot be understated. In the latest episode of our Sibos miniseries, HSBC’s Vinay Mendonca and Contour’s Carl Wegner discuss how, with powerful API tools at their disposal and a willingness to co-create, treasurers can capitalise on the increasingly digital trade finance environment. Our guests provide early insight i...

We assess the implications of a volatile week for UK financial markets, look at how headwinds to growth are set to stiffen across much of Asia and find out why investors have become even more bearish on emerging market assets. 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 info...

Fred Neumann, Head of Asian Economics Research, is joined by Steven Sun, Head of Research at HSBC Qianhai Securities, to discuss why Chinese equities have slumped in 2022, and whether the country is headed for a Japan-style balance sheet correction. 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/priva...

Why should treasurers be interested in CBDCs, and how can they prepare for an environment where these types of currencies are commonplace? This episode in our Sibos podcast miniseries follows last year's digital asset deep dive, with HSBC’s Mark Williamson once again joining TMI's Eleanor Hill, alongside special guest Søren Mortensen from IBM to explore how attitudes have changed to CBDCs ove...

We assess this week’s hefty transatlantic rate rises and why China’s economic recovery might be more gradual than expected. 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.

Listen now to Murat Ulgen, HSBC's Global Head of Emerging Market Research, for an in-depth discussion with Piers Butler as they explore some of the key questions facing EM investors today. 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.

Fred Neumann and Herald van der Linde welcome Head of European Oil and Gas Research, Kim Fustier, to the podcast for a discussion on how Europe’s energy crisis is sending ripples across Asian markets and economies. 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.

In this edition, Yaryna Kobel, Mark McDonald and Camila Sarmiento focus on how we've applied data science to determine whether corporate diversity discussions are being matched with action. 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.

We assess the latest developments in the gas market as the supply crunch intensifies, look at what Brazil’s October election could mean for the economy and consider whether USD strength can continue. 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.

Herald van der Linde and Fred Neumann delve into the recent crop of Asian corporate earnings, discussing how particular sectors have performed and what their results mean for regional markets and the broader 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.

The second episode of our Sibos podcast miniseries sees HSBC's Surath Sengupta join TMI's Eleanor Hill to explain why the appetite for sustainable supply chain solutions has accelerated. In this ESG deep dive, Surath considers the supply chain reconfigurations corporates must be prepared for and identifies key action points for treasurers in terms of seizing sustainable SCF opportunities.   T...

Herald van der Linde and Fred Neumann discuss the region's growing wealth levels and what they mean for Asian economies, industries and market dynamics. 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.

In the first episode of our podcast mini-series, TMI's Eleanor Hill is joined by Alexis Vasquez Meissner, Suman Bhadresha and Stephen Man to discuss the latest trends in the custody arena. They discuss HSBC’s overarching vision for the future of custody, and how our markets & securities services platform, MarketSpace, will connect the industry for clients through one single access ecosystem. &...

We look at how the deteriorating economic outlook could increase the pressure on UK businesses, consider whether trade disruptions are here to stay and assess the outlook for global bond yields. 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.

Fred Neumann and Herald van der Linde take a big-picture look at Asian supply chains, the political and economic reasons why they can be forced to shift, and the logistical operations involved in relocating them. 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 increasing US interest rates, inflation, and the pandemic, what is the market outlook for Asia credit markets and what opportunities are brought by ESG bonds in the region to fixed income investors? In this episode, Keith Chan, Head of Asia Credit Research HSBC, and Louisa Lam, Director of Asia Credit Research HSBC, share market insights and trends. Read more here: https://www.gbm.hsbc.com/en...

From ageing nations to rising populations and diverse workforces, Herald van der Linde and Fred Neumann discuss the wide-ranging impacts of demographic trends across Asia’s economies and markets. 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 Herald in Indonesia this week, he and Fred discuss the fabric of an economy that's tipped to be a leading consumer hub in the next decade. Selviana Aripin, Head of ASEAN Consumer Research, joins our hosts to discuss key trends in the country. 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...

We assess a gloomy economic outlook for Europe, discuss what’s driving the dollar’s performance and look at recession risks for the global 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.

Herald van der Linde and Fred Neumann discuss how Asian markets have become accustomed to volatility. Senior Financials Analyst, Abhishek Murarka, explains how India’s banking system has overcome challenges to become significantly more robust. 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...