HSBC Global Viewpoint

Herald catches up with Chief China Economist Jing Liu as Beijing gears up for its fourth plenum, where the economic agenda for next five years will be set. Disclaimer: https://www.research.hsbc.com/R/101/dxd6clm Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/g...

Join Vivek Ramachandran, Head of Global Trade Solutions, and James Pomeroy from HSBC Research in this insightful podcast episode as they delve into the complexities of today's global trade landscape. With uncertainty still a defining feature, they explore how unpredictability in tariff exemptions and carve-outs is impacting business decisions and investment strategies. Discover how companies are t...

The Middle East – China corridor is entering a new era of economic partnership, focused on capital, talent, technology and new energy. Simon Williams, Chief Economist, CEEMEA Economist, HSBC and Ben Simpfendorfer, Asia Pacific Lead, Oliver Wyman Forum and Partner Oliver Wyman delve into this transformation in the latest HSBC Perspectives episode. This episode was recorded on the sidelines of HSBC’...

Fresh from HSBC's inaugural Brazil Forum, Head of LatAm Macro Strategy Joseph Incalcaterra joins Aline van Duyn to discuss the macro landscape across Latin America's key economies. Disclaimer: https://www.research.hsbc.com/R/101/NBdxbGK Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcrese...

Fred has the studio all to himself, and that can only mean one thing: a comprehensive review of the key talking points shaping Asian economics from tariffs to central bank action and, of course, AI. Disclaimer: https://www.research.hsbc.com/R/101/xglRmRg Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or clic...

Tian Lu, CEO of HSBC Qianhai Securities, sits down with Alain Li, President of the French Chamber of Commerce in Hong Kong, to discuss how Chinese consumption has evolved, the rise of local luxury brands, and what the future holds for the luxury market in China.  This episode was recorded on the sidelines of HSBC’s 12th Annual China Conference in Shenzhen on 1 September 2025.   &nbs...

Simon Wells, Chief European Economist, assesses the growth outlook for the region and the contrasting fortunes of the ECB and Bank of England in their bid to tame inflation. Disclaimer: https://www.research.hsbc.com/R/101/nFbhDKS Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ o...

From inflation to political tensions, Paul Bloxham, Chief Economist for Global Commodities, joins Fred to talk through various factors keeping commodity markets deceptively flat at the moment. Disclaimer: https://www.research.hsbc.com/R/101/S9wjzKP Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here...

From shifting supply chains and tokenisation to the meteoric rise of real-time payments, Asia is pushing the boundaries of treasury best practice. In this instalment of TMI’s Treasury Beyond Borders series with HSBC, Sridhar Narayan and Yvonne Yiu reflect on how treasurers are responding – and explain why the region has become a leading light for financial innovation. Disclaimers: HSBC AI Markets...

Ye Tian, Founder and CEO of RoboScience, joins Zhenyi Tang, Head of Banking, Corporate and Institutional Banking, HSBC China, for a discussion on RoboScience’s start-up journey, the rise of AI-powered robotics, and AI innovation in China.  This episode was recorded on the sidelines of HSBC’s 12th Annual China Conference in Shenzhen on 2 September 2025. Disclaimer: Views of external guest spea...

Janet Henry, Global Chief Economist, looks at how the world economy is muddling through despite substantial challenges, while Ali Cakiroglu, Emerging Markets Strategist, explains why investors are becoming more bullish on EM assets. Disclaimer: https://www.research.hsbc.com/R/20/smqScSg Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on Link...

Pranjul Bhandari, Chief India Economist and Strategist, joins Fred to discuss the outlook for India's economy at a time of higher-than-expected US tariffs, visa changes and domestic reform. Disclaimer: https://www.research.hsbc.com/R/101/lTWL7T7 Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: h...

Artificial intelligence is starting to make a tangible impact in treasury, from sharper forecasting to faster decision-making. In this episode of Treasury Beyond Borders, Rahul Badhwar, Global Head of Corporate Sales, Markets and Securities Services, HSBC and Allen Li, Global Head of Digital and Distribution, Markets and Securities Services, HSBC discuss how treasurers can benefit from AI today, a...

Jing Liu, Chief Economist, Greater China, HSBC Global Investment Research, speaks with Professor Xinquan Tu, Dean and Professor, China Institute for WTO Studies, University of International Business and Economics, to explore the evolving dynamics of trade policies, tariff impacts, and the delicate balance between decoupling and collaboration. This episode was recorded on the sidelines of HSBC’s 12...

Daragh Maher, Head of Digital Assets Research, discusses which of the competing visions for digital money could become the most dominant. Disclaimer: https://www.research.hsbc.com/R/101/rQFq99n Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.c...

With the Fed lowering interest rates, and talk of similar cuts in Asia, Fred and Herald discuss how dynamics in the region differ from the US, and what the tug-of-war between growth and inflation means for Asian stock markets. Disclaimer: https://www.research.hsbc.com/R/101/6gbsHL7 Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBC...

Three renowned experts discuss China’s economic relationship with Europe and the US. Dr Frederic Neumann, Chief Asia Economist and Co-head of Global Investment Research Asia, HSBC, is joined by Joerg Wuttke, Partner, DGA Group, and Chris Johnson, President and CEO, China Strategies Group. They share insights on the big themes impacting China-US and China-Europe relations, including trade tensions,...

Ahead of the Federal Reserve’s September meeting, US economist Ryan Wang assesses the potential pace of interest rate cuts and the implications of the growing US deficit. Disclaimer: https://www.research.hsbc.com/R/101/CwxmMFV Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or c...

Fred and Herald sit down to discuss the idea that there could be a fundamental shift happening in global investment patterns. The question is, if investors are looking beyond the US market, what could that mean for Asia? Disclaimer: https://www.research.hsbc.com/R/101/7WnBPrD Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResear...

Join Aditya Lakhanpal, Managing Director, Corporate Sales, Markets and Securities Services, HSBC India and Mohit Agarwal, Managing Director, Head of Global Trade Solutions, India and South Asia, HSBC as they share essential insights for treasurers navigating change in one of the world’s fastest-growing markets. From UPI’s instant payments and the digital rupee to GIFT City’s rise and ESG integrati...

From sticky inflation to precarious public finances, Liz Martins, Senior UK Economist, assesses the UK’s financial troubles as the country looks ahead to an Autumn Budget. Disclaimer: https://www.research.hsbc.com/R/101/kMkgkSP Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or...

With Vietnam on the cusp of an index upgrade, Herald and Fred sit down with Asia Equity Strategist Prerna Garg for a look at what emerging market status could mean for the country, and how it's served former frontier markets in the past. Disclaimer: https://www.research.hsbc.com/R/101/pxpfNfB Stay connected and access free to view reports and videos from HSBC Global Investment Research, just searc...

How are Europe’s treasurers adapting to a rapidly evolving landscape? Join Yasemin Artar, Head of Corporate Sales, Markets & Securities Services, HSBC Europe and Marwan Dagher, Head of Markets & Securities Services, HSBC Continental Europe, as they discuss the drivers reshaping corporate priorities across the region - from regulatory change and the implications of a Digital Euro to the ris...

This episode is also available as a podcast, search "Global Viewpoint" on your preferred podcast player to watch, listen, and subscribe. In this episode, Uma Bohne-Gill, Head of Institutional Sales, Asia Pacific at HSBC, sits down with Robert Watts, COO and Head of Finance, Asia Pacific at Marex, to explore the challenges and unique opportunities facing modern treasurers in today's economic climat...

Alastair Pinder, Head Global and EM Equity Strategist, looks at some surprising connections between AI and tariffs and how they are changing the way companies operate. Disclaimer: https://www.research.hsbc.com/R/101/PJdHSbT Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or clic...