HSBC Global Viewpoint

Kim Fustier, Head of European Oil & Gas Research, and Murat Ulgen, Global Head of Emerging Markets, discuss how the conflict between Iran and Israel has introduced yet more uncertainty into financial markets. Disclaimer: https://www.research.hsbc.com/R/101/nwbqSGc Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/...

Herald van der Linde welcomes Global Head of Transport Research Parash Jain and Asia Equity Strategist Prerna Garg into the studio for a discussion on the impact of Middle East tensions on Asian markets, economics and global shipping. Disclaimer: https://www.research.hsbc.com/R/101/Rc9xgDh . Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on...

Janet Henry, Global Chief Economist, considers whether tariff uncertainties are starting to feed through into the latest economic data. Disclaimer: https://www.research.hsbc.com/R/101/hktsWLP 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.com...

With uncertainty still rife in the US, Fred Neumann and Herald van der Linde consider what could happen if Asian investors were to shift their focus from US investments and start looking closer to home.  Disclaimer: https://www.research.hsbc.com/R/101/gPtXrB6 . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/fe...

As market shifts and supply chain strains, how are North American Corporates redefining risks as a source of strength? Hear Melissa A Hotzoglou, Head of Corporate Sales US, Markets & Securities Services and Marissa Adams, Regional Head of Europe & Americas, Global Trade Solutions on how North American corporates are reassessing their FX and broader risk management strategies. Our panel exp...

Paul Bloxham, our Sydney-based Chief Economist for Australia, New Zealand and Global Commodities, drops by the London studio to discuss how tariff uncertainties and global growth worries are affecting commodity prices. Disclaimer: https://www.research.hsbc.com/R/101/2scKXzM Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedi...

Herald van der Linde sits down with Economist Jin Choi and Equity Strategist Prerna Garg to discuss the future of Korea's economic and corporate landscape under the presidency of Lee Jae-myung. Disclaimer https://www.research.hsbc.com/R/101/WcHxmzl .  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag...

This episode of HSBC's Perspectives series features Rob Fauber, President and CEO, Moody’s, in-conversation with Danielle Johnson, HSBC’s Global Head of Institutional Clients. Rob shares his perspectives on the evolving private credit market and today’s interconnected risk landscape, as well as key moments from his own career journey – including what keeps him up at night. Watch or listen to find...

Pranjul Bhandari, Chief India Economist, examines India’s interconnectedness with the global economy and considers whether the redrawing of supply chains could present new opportunities. Disclaimer: https://www.research.hsbc.com/R/101/bHlntgR Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/...

Herald van der Linde sits down with Prerna Garg to discuss what mainland Chinese savers could do with a mind-bending USD22trn in savings, and what that could imply for markets at home and beyond.  Disclaimer: https://www.research.hsbc.com/R/101/tsnBdzn . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hash...

AI is increasing the number of cyberattacks, but it’s also playing a crucial role in defending against them. The intersection between AI and cybersecurity is at the centre of this episode of HSBC’s Perspectives series – featuring Isabelle Meyer, Co-CEO and Co-Founder, ZENDATA Cybersecurity, in-conversation with Mark McDonald, Head of Data Science & Analytics, HSBC Global Research. Watch or lis...

Alastair Pinder, Head EM and Global Equity Strategist, considers whether America is losing global investor flows following recent market volatility. Disclaimer: https://www.research.hsbc.com/R/101/vGpnsSF Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.c...

Herald van der Linde and Fred Neumann sit down to discuss what rising US Treasury yields could mean for savings, fund flows and company listings across Asia.  Disclaimer: https://www.research.hsbc.com/R/101/npHhLZq . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https...

Digital assets and cryptocurrencies are among the fastest growing areas in finance, with increasing demand from both private and institutional investors. But are they really moving from fringe to mainstream? This is the big question tackled in this episode of HSBC’s Perspectives series – featuring Lucy Gazmararian, Founder and Managing Partner of Token Bay Capital, and John O’Neill, HSBC’s Group H...

Paul Mackel, Global Head of FX Research, examines the changing drivers of the US dollar and its prospects going forward Disclaimer: https://www.research.hsbc.com/R/101/xhbSpmX Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research .

Fred Neumann and Herald van der Linde discuss the newly announced China-US trade agreement and what's next for the world's two largest economies.  Disclaimer: https://www.research.hsbc.com/R/101/tB7kLgt . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.h...

Yimei Li, CEO, China Asset Management Co., joins Tian Lu, CEO, HSBC Qianhai Securities, for a discussion about China’s investment landscape, against a backdrop of trade tensions and economic headwinds. They discuss the macro outlook for China and government policy support, developments across the Mainland-Hong Kong Connect schemes, China’s innovation economy, and the growth of exchange-traded fund...

Kim Ghattas, Middle East expert, author and journalist, joins Dr Helen Belopolsky, HSBC’s Global Head of Geopolitical Risk, for a discussion about the developments and trends changing the Middle East’s established status quo. Kim shares her perspectives on strategic reforms and political rebalancing, the role of the US in the region, intra-regional dynamics, and ambitious economic diversification....

German economists Stefan Schilbe and Anja Heimann consider whether a policy reboot – including a huge fiscal package – could help get Europe’s largest economy back on track. Disclaimer: https://www.research.hsbc.com/R/101/9LXXCNH Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click her...

Herald van der Linde is joined by Erin Xin, Charlene Liu and Parash Jain to discuss what spending over China's Golden Week holiday can tell us about the state of Asia's largest economy.  Disclaimer: https://www.research.hsbc.com/R/101/PLPVLHW . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcre...

Sir Danny Alexander, CEO, HSBC Infrastructure Finance & Sustainability, and Eric Francia, President and CEO, ACEN, join Zoë Knight, HSBC’s Global Head of Sustainability Research and Integration, for an insightful conversation on financing sustainable infrastructure. Watch or listen to their discussion about the new energy economic multiplier impact, barriers to project finance, and the innovat...

The fundamental rules of trade are changing but history has a funny way of repeating itself. Vivek Ramachandran, Head of Global Trade Solutions at HSBC, sat down with Stephen King, Chief Economic Advisor at HSBC, and discussed what past trade policies teach us about today’s global landscape. People say we live in “unprecedented times” – but do we really? Watch the in-depth conversation to find out...

With the UK facing a long list of economics challenges, Liz Martins, Senior UK Economist, considers whether there is any light at the end of the tunnel. Disclaimer: https://www.research.hsbc.com/R/101/kcNzsGm Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hs...

Herald van der Linde is joined by Co-Head of Asia Research Eliot Camplisson to discuss the state of Asian markets since ‘Liberation Day’ and if we might be missing the bigger picture when it comes to global headlines.  Disclaimer: https://www.research.hsbc.com/R/101/DVljlqd . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www....

Keyu Jin, Professor of Economics and Author, joins Jing Liu, Chief Economist, Greater China, HSBC, for a dynamic discussion about China’s economic development. Watch or listen to their expert insights covering China’s export competitiveness, domestic consumption, structural reforms, real estate and technology sectors, and relationship with the US. This episode was recorded on the sidelines of the...