HSBC Global Viewpoint

Kim Fustier and Parash Jain look at what the Middle East conflict means for oil and gas prices, transport and logistics. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/S2t9LFw Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us o...

With events in the Gulf reverberating globally, Herald and Fred discuss Asia's reliance on oil from the Middle East and what price changes could mean for various parts of the economy. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/7twPV9j Stay connected and access free to view repo...

Liz Martins, Senior UK Economist, looks at whether a pick-up in the latest data marks a turning point for Europe’s economies. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/hHnMpXx Stay connected and access free to view reports and videos from HSBC Global Investment Research follow...

Back from the Chinese New Year break, Fred welcomes Chief China Economist Jing Liu and Head of A-share Consumer Research Kathy Song to the podcast to talk holiday spending in Asia's top economy. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/20/wT2k7f6   Stay connected and access...

Paul Mackel, Global Head of FX Research, looks at what’s causing USD weakness and which currencies could stand to benefit. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/rdpJ66b Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us...

Herald and Fred dive into the world of Chinese demographics, discussing the effects of an aging population on spending trends and the wider economy. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/ztJvBkx Stay connected and access free to view reports and videos from HSBC Global Inv...

Irma Potes, Director of Community Outreach, Grupo Mexico, Paulina Serrano, Deputy Director of Sustainability, Grupo Mexico, joins Natalie Blyth, Global Head of Sustainable Finance & Transition, HSBC and Jose Carlos Sanchez, Mexico Chief Economist, HSBC Global Investment Research, to discuss Grupo Mexico's innovative approach to sustainability transition as well as their impact on communities a...

Stephen Bersey, Head of US Technology Research, looks at whether fears that artificial intelligence could upend the business modes of software vendors are justified. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/bHdRBbG Stay connected and access free to view reports and videos fro...

Fred welcomes Senior ASEAN Economist Yun Liu to the podcast to talk Vietnam's lofty economic goals and whether a growth target of at least 10% year-on-year is achievable. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/kGTvZk9 Stay connected and access free to view reports and video...

The economics team takes over the studio this week, with Chris Hare, Liz Martins and Fabio Balboni discussing the latest Bank of England and ECB meetings. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/qtZPtrS   Stay connected and access free to view reports and videos from HS...

As Japan gears up for a general election, Fred and Herald discuss what the outcome could mean for Asia's second-largest economy, and why the world is taking notice. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/t9TcRsm Stay connected and access free to view reports and videos from...

Ryan Wang, US Economist, and Dhiraj Narula, US Rates Strategist, look at the key issues facing the Federal Reserve this year. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/JlBXX6F Stay connected and access free to view reports and videos from HSBC Global Investment Research follow...

Herald welcomes fellow Asia Equity Strategist Prerna Garg to the studio to discuss the role of retail investors in the region, how they're reshaping the investment landscape and where they're choosing to put their money. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/C9DGRGr Stay c...

Paola Correa, Sustainability and Social Responsibility Manager, Alpura, joins Diego Spannaus, Head of Sustainable Finance and Transition, Latin America, HSBC, to explore Alpura's sustainability journey and discover how the company is driving a sustainable future in Mexico's dairy industry. The conversation highlights innovative strategies in reducing emissions, promoting gender equality, and drivi...

Following a standout 2025, Ali Cakiroglu, Emerging Markets Strategist, looks at the drivers for EM assets in 2026. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/KbNBtFl Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on Link...

With geopolitics, the energy transition and changing investor preferences all affecting the price of commodities right now, Fred welcomes Paul Bloxham, Chief Economist for Global Commodities to the podcast. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/srWTwj9 Stay connected and a...

From the latest innovations to the investment strategies of big tech giants, Nicolas Cote-Colisson, Head of Global Tech Platforms Research, outlines what to watch out for in the tech sector this year. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/CzkHXhS Stay connected and access...

Fred and Herald are joined by Chief China Economist Jing Liu to discuss the major talking points for Chinese markets and economics in the Year of the Horse. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/xvClCkS Stay connected and access free to view reports and videos from HSBC Gl...

From inflation and monetary policy to trade and AI, Janet Henry, Global Chief Economist, looks at the factors set to shape the world economy this year. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/tL9dgcP Stay connected and access free to view reports and videos from HSBC Global...

Fred and Herald kick off 2026 with a round-up of what we think could be the highlights for Asian markets and economics in 2026. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/7XdVKcJ Stay connected and access free to view reports and videos from HSBC Global Investment Research, jus...

Ding Chen, CEO, CSOP Asset Management, joins Oliver Kadhim, Head of the Institutional Client Group, Asia, HSBC, on our latest podcast episode to delve into what’s driving the momentum in Asia’s ETF market and the risks associated with this change. This episode was recorded on 14 October 2025. Disclaimer: Views of external guest speakers do not represent those of HSBC.

Inti Pérez, Director of Corporate Social Responsibility and Sustainability, Heineken Mexico, joins Natalie Blyth, Global Head of Sustainable Finance & Transition, HSBC, and Jose Carlos Sanchez, Mexico Chief Economist, HSBC Global Investment Research to provide an in-depth look at Heineken’s sustainability journey. The discussion highlights the pivotal role collaboration plays in helping compan...

Daragh Maher, Head of Digital Assets Research, assesses the latest developments in the digital assets space and outlines what we should be looking out for in 2026. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/9Qd66km Stay connected and access free to view reports and videos from...

In our final episode of the year, Herald and Fred reflect on what surprised them most across Asian markets and economics in 2025. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/H7jvjLS Stay connected and access free to view reports and videos from HSBC Global Investment Research, j...

Boon Keat (BK) Chua, CEO of Glife Technologies, joins Jonathan Yip, Asia Head of HSBC Innovation Banking, and Neil Falconer, Head of HSBC Innovation Banking in Singapore. They discuss BK’s transition from the military to the commercial sector, leading to his role at Glife Technologies, a Singapore-founded agritech firm committed to improving the food supply chain's efficiency and transparency, by...