HSBC Global Viewpoint

Fred and Herald are back in the studio and ready to catch up on what's shaping Asian markets and economics right now. Disclaimer: https://www.research.hsbc.com/R/101/SFrjHVv 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/global-research .

This episode is also available as a podcast, search "Global Viewpoint" on your preferred podcast player to watch, listen, and subscribe. Adam Bothamley, Global Head of Debt Capital Markets, HSBC, together with George Sun, Head of Global Debt Markets, Asia Pacific, HSBC, discuss fixed income market dynamics – in both the primary and secondary markets. What are the main drivers of liquidity over the...

It’s a studio full of equity strategists as Herald is joined by Prerna Garg and Adam Qi to discuss the ever-growing numbers of Asian investors buying up stocks in the region, and why is now an important time for this trend to continue. Disclaimer: https://www.research.hsbc.com/R/101/lwPtFxq Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search...

How is the Middle East redefining its role as a trade and finance hub connecting Asia and Europe? Join Karan Khanna, Managing Director, Head of Corporate Sales, Markets & Securities Services, HSBC Bank Middle East and Hani El Khoury, Head of UAE Sovereign Wealth Funds, HSBC Bank Middle East as they discuss the region’s growing role in global trade and outline the latest trends and opportunitie...

This episode is also available as a podcast, search "Global Viewpoint" on your preferred podcast player to watch, listen, and subscribe. Sheng Wang, Head of Banks and Institutional Client Group Scale Markets from HSBC sits down with Benton Wong, the Vice President, Head of Sales & Marketing from Bond Connect Company Limited, to discuss the development of Bond Connect since its 2017 launch. The...

Herald has returned from his summer holiday to a new buzzword in Chinese economics: “anti-involution”. Fortunately, Chief China Economist Jing Liu is on hand to explain what it means. Disclaimer: https://www.research.hsbc.com/R/101/dGRXDLn 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:/...

Ahmed El-Hoshy, CEO of Fertiglobe, the world’s largest seaborne exporter of urea and ammonia combined, joins Zoë Knight, HSBC’s Global Head of Sustainability Research and Integration, to share insights on low carbon solutions for agriculture, including the huge potential for ammonia in the energy transition. Watch or listen to the podcast to find out more. This episode was recorded on the sideline...

This episode is also available as a podcast, search "Global Viewpoint" on your preferred podcast player to watch, listen, and subscribe. Join Laura Acres, Managing Director, Head of APAC Corporate Finance at Moody’s Ratings, and Sean Henderson, Co-Head of Debt Capital Markets Asia Pacific at HSBC, as they explore the latest trends shaping the credit landscape. In this insightful discussion, record...

James Pomeroy, Global Economist, examines whether the frontloading of global trade in the first half of the year could unravel as new tariffs kick in. Disclaimer: https://www.research.hsbc.com/R/101/zDWvnwS 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/global...

Areeb Pasha and Khaled Alfakesh, the respective CFOs of fast-growth, consumer-focused tech firms in the Middle East, Dubizzle and Talabat, join Samer Deghali, Co-Head of Capital Markets and Advisory, MENAT, HSBC in this video podcast. They discuss their growth stories (including Talabat’s experience post-IPO and Dubizzle’s acquisition strategy), how they are adapting to changing consumer needs, th...

Chris Hare, Senior European Economist, and Paul Mackel, Global Head of FX Research, talk through the potential implications of the US-EU trade deal. Disclaimer: https://www.research.hsbc.com/R/101/wxSxzmw 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....

Hatem Dowidar, Group CEO of e&, joins Nabeel Albloushi, HSBC’s Head of Markets & Securities Services, MENAT, to share insights on the Middle East’s tech landscape and how e& made the shift from telecom operator to global technology group. Watch or listen to find out more. This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in Londo...

With fresh US tariffs due to come into effect on 1 August, Alastair Pinder, Head EM and Global Equity Strategist, looks at how markets are pricing in heightened uncertainty.   Disclaimer: https://www.research.hsbc.com/R/101/H9vWhSr 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/hsbcre...

Fred Neumann sits down with Head of China Autos research Yuqian Ding to talk all things EV in China, from scale and competition to autonomous driving and tank turns. Disclaimer: https://www.research.hsbc.com/R/101/DXgQnBt 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...

What’s unique about Emerging Markets and what themes should investors be paying attention to? Polina Kurdyavko, Head of BlueBay Emerging Markets, joins Craig Kussel, HSBC’s Head of Emerging Markets Macro Sales – UK, South Africa and Israel, for a discussion about the risks and opportunities across Emerging Markets against a dynamic backdrop, where investors are seeking diversification. Watch or li...

Against a backdrop of continuing uncertainty, James Pomeroy, Global Economist, explains whether the latest data – and the price of bananas - provide any clues about state of the economy. Disclaimer: https://www.research.hsbc.com/R/101/6dKvcRB 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/...

Fred Neumann is joined by fellow Asia economists Erin Xin, Aris Dacanay and Justin Feng for a look at the key economic and political events coming up in the region in the next few months. Disclaimer: https://www.research.hsbc.com/R/101/MNXDdMq 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...

Following an eventful first half, what does the future hold for Emerging Markets? Yerlan Syzdykov, Global Head of Emerging Markets, Amundi, joins HSBC’s Global Head of Emerging Markets Research, Dr Murat Ulgen, to discuss the widening gap between emerging market and developed market growth. They explore the key trends across equities and fixed income, the regions and local currency markets showing...

Ryan Wang, US Economist, talks through the latest in the US – including “phase two” of tariffs, tax cuts and deficits, and the path of rate cuts. Disclaimer: https://www.research.hsbc.com/R/101/DlDVjKM 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.gb...

With record-setting IPOs and more cash coming in from across the border, Fred Neumann sits down with Michelle Kwok and Erin Xin to talk about Hong Kong’s latest iteration as a world-leading centre for finance and beyond. Disclaimer: https://www.research.hsbc.com/R/101/CmkRdVM Stay connected and access free to view reports and videos from HSBC Global Investment Research - follow us on LinkedIn http...

The global impacts of US trade policy and tariffs continue to ripple through the global economy. Renowned economist and Senior Fellow at the Council on Foreign Relations, Brad Setser, joins Janet Henry, HSBC’s Global Chief Economist, to discuss the outcomes so far and the implications ahead. Their wide-ranging conversation also covers new patterns in investment allocations and trade flows, the imp...

With President Trump’s 9 July tariff deadline looming, Fred Neumann takes a look at what US levies on Asian goods could mean for the region.  Disclaimer: https://www.research.hsbc.com/R/101/C7RfQkv . 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...

With global markets seemingly unruffled by recent shocks, Janet Henry and Simon Wells look at the key risks that could surprise policymakers and investors over the next few months. Disclaimer: https://www.research.hsbc.com/R/101/NJkrHwb 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...

Daragh Maher, Head of Digital Assets Research, demystifies the world of cryptocurrencies and looks at how digital assets could move from niche to mainstream. Disclaimer: https://www.research.hsbc.com/R/101/JHXvCjK 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: ht...

Herald van der Linde and Prerna Garg take the pulse of Asia's consumer, airline, autos and pharma sectors through the lens of our latest "Ten surprising statistics" report. Disclaimer: https://www.research.hsbc.com/R/101/lDDTdQb . 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/...