HSBC Global Viewpoint

We assess the Bank of England’s fight against inflation, find out how data releases can affect major currencies and take a look at what the latest PMI business surveys are telling us about 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 and Herald van der Linde discuss what the upswing in US markets means for Asia, and are joined by Head of Asia Internet and Gaming Research, Charlene Liu, for an in-depth discussion on the ‘homecoming’ of US-listed Chinese companies. 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/pr...

Wai-Shin Chan, Head of ESG Research at HSBC, looks at the growing awareness of Scope 3 emissions among corporates and investors and what regulators are doing to encourage their disclosure 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 look at what's next for the Fed, new challenges facing China’s property markets and the potential pain from natural gas rationing in Europe. 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 discuss volatility in Asian markets, other vagaries of life, and take a deep dive into the China property wobble with Michelle Kwok, Head of Asian Real Estate Research. 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 podcast we explore the Metaverse: What is it and what opportunities does it bring? Listen as Sebastien Borget from The Sandbox and HSBC’s Rajeev Tummala discuss how the Metaverse might change our economy, including how people transact, work and play. Find out how the Metaverse could lead to a more equitable society and how it might change the way creators are compensated for the things the...

In this episode, we assemble a team of economists and asset managers to explore how recent economic, financial, and geopolitical events are impacting markets – and what the future might hold. The panel discusses regions, markets and asset classes that feel more stable in the current environment as well as where challenges lie.  Hosted on Acast. See acast.com/privacy for more information.

Fabio Balboni takes stock of the ECB's first rate rise in 11 years and the effectiveness of its anti-fragmentation risk measure for Italy. Liz Martins looks at what's next in the race to replace Boris Johnson as British prime minister. 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 in...

Data has become essential to business services, but along with the opportunities data bring come many challenges – cost of data storage, data use restrictions across geographies and security concerns, to name just a few. However, trends and disruptions in how data is used and stored has the ability to change the way businesses think about and leverage date. In this podcast, we talk about the futur...

We find out why emerging markets face a tough second half of the year, look at whether the dollar’s recent strength can continue, and assess the UN’s latest population projections and what they could mean 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 informati...

Emerging markets are experiencing challenges in the current political and economic environment. We take a detailed look at some of these challenges, what they mean for this assets class right now, and some of the silver linings. We explore the impact of rising US interest rates and inflation, the role of emerging markets in the sustainability agenda and look at one bright spot in the current momen...

We assess political developments in the UK, the likelihood of a global recession, what’s next for yield curves, and whether Europe can cope without Russian gas. All this, plus a special focus on how machine learning can produce signals for G10 FX. 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...

In this edition, Linnet Cotterill, an ESG Analyst with HSBC Global Research, looks at the effect of rising temperatures on worker productivity and health, the proliferation of heat stress regulations, and corporate disclosure. Disclaimer: https://www.research.hsbc.com/C/1/1/320/BSbQ7qC   To stay connected and to access free to view reports and videos from HSBC Global Research click here: http...

In this edition we discuss the economic challenges facing Asia, assess China’s fiscal and monetary response to the latest wave of COVID-19 and look at what’s next for oil prices. 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 we look at how central banks could respond to soaring inflation and decelerating growth, and analyse China’s economic recovery. 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 as HSBC Global Research’s Disruptive Technologies Analyst, Davey Jose, discusses with Piers Butler the latest topics on the Metaverse Age. From the debate on infrastructure vs. content and whether digital goods really are the new reality, to the opportunities the Metaverse presents to investors.   This episode was recorded as part of a LinkedIn Live event on 7 June 2022. Click here for...

In this edition we assess tightening cycles on both sides of the Atlantic and look at how the war in Ukraine is impacting trade flows. 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 we assess how the ECB is set to end years of loose monetary policy, find out why investors have become even more bearish on emerging market assets and consider how the dollar would likely behave were the US economy to slow. 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 mor...

Infrastructure is critical to cities and how well they are able to adapt to population growth, economic transition, carbon reduction and other events. In this episode Alice Charles, the Lead for Urban Transformation from the World Economic Forum, and Christian Deseglise, Group Head of Sustainable Infrastructure and Innovation at HSBC explore how cities are adapting their infrastructure – and how t...

Cities make up approximately 78% of global energy demand, and they contribute 70% of global emissions. Cities are also at risk from the effects of rising global temperatures, which are caused by these emissions. Greg Clark talks with Nikki Grady-Smith, Senior Vice President at BP, and HSBC’s Group Head of Climate Transition, Seb Henbest, about how cities can decarbonize at scale. In order to achie...

In this edition we consider how supply chain disruptions might evolve, assess how economic activity in China is recovering and mark Queen Elizabeth II’s Platinum Jubilee with a look at how the UK’s economy and markets have changed during her reign. 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/priv...

Cities across the globe are in the midst of change – driven by the trends of digitalisation and decarbonisation. An enormous investment will be needed in infrastructure, utilities and services to make these changes a reality. In this episode Greg Clark talks with Dr. Jaana Remes from Mckinsey Global Institute and HSBC’s Head of ESG Solutions for EMEA, Farnam Bidgoli, about how cities are becoming...

Today more than 50% of the world’s population lives in cities, with 10 percent living in the top 30 metropolises. In this episode Greg Clark speaks with Lucy Yu, CEO at the Centre for Net Zero, and Martin Richards, Executive Vice President and Global Head of Sustainable Finance President for HSBC Ventures. They discuss how our future cities will operate, the growth of Urban Tech, new digital techn...

As the world’s growing population becomes more and more concentrated in urban centres, mobility is critical. It enables cities to function and deliver on the promise of sustainable, enriching, and productive lifestyles. In this episode, host Greg Clark speaks with Daniel Deparis, Head of Urban Mobility Solutions, Mercedes Benz Group, and Jon Connor, HSBC Global Head of Transport, Infrastructure, L...

Paul Bloxham looks at surging commodity prices and food security risks. Ali Cakiroglu explains why food matters in EM inflation baskets, while Liz Martins measures UK food price inflation. James Pomeroy assesses the policy responses around the world. 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/pri...