HSBC Global Viewpoint

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...

George Yeo, Visiting Scholar, Lee Kuan Yew School of Public Policy, National University of Singapore and Former Singapore Foreign Minister, joins Che Ning Liu, Vice Chair, Corporate & Institutional Banking, HSBC. They discuss ASEAN’s role in the global economy as geopolitical competition intensifies. Watch or listen to their discussion covering strategic developments for the Association of Sou...

James Steel, Chief Precious Metals Analyst, looks at what’s behind gold’s surge to record highs and considers where prices could go from here. Disclaimer: https://www.research.hsbc.com/R/101/zj6g9gz 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/ins...

In this episode of our Perspectives series, Steven Major, HSBC’s Global Head of Fixed Income Research, and Paul Mackel, HSBC’s Global Head of FX Research, discuss market developments and surprises across bonds and currencies. This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gis Disclaimer: Views of external...

Amid a raft of GDP forecast downgrades, Fred Neumann rallies fellow economists Yun Liu, Jin Choi and Jun Takazawa for an update on the fallout from US tariffs, as well as a reminder of the macro positives that still exist in Asia.  Disclaimer: https://www.research.hsbc.com/R/101/rqh7SQf . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn...

In this episode of our Perspectives series, world-renowned historian and author, Peter Frankopan, joins Frederic Neumann, HSBC’s Chief Asia Economist and Co-Head of Global Research Asia, for a fascinating conversation on the history of exchange through the Silk Roads and the interconnectedness of the world today. They explore how people, goods, religions and ideas flowed through global corridors f...

Janet Henry, Global Chief Economist, and Simon Wells, Chief European Economist, assess how US tariffs and heightened uncertainty could affect growth, inflation, and monetary policy. Disclaimer: https://www.research.hsbc.com/R/101/KhW7wdP 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 c...

Fred and Herald are joined by the esteemed historian William Dalrymple for a fascinating discussion on India's role in economic history, from trade dominance in ancient times to mathematical breakthroughs and the birth of the modern number system.  Disclaimer: https://www.research.hsbc.com/R/101/RlhtpSd . Stay connected and access free to view reports and videos from HSBC Global Research foll...

This episode of HSBC’s Perspectives series features Franklin Templeton President and CEO, Jenny Johnson, in-conversation with Lisa McGeough, HSBC’s CEO and Head of Banking, US, discussing how asset management is adapting to market shifts and evolving investor needs. Watch or listen to their discussion covering the democratisation of private credit, the potential for AI and blockchain, and the impo...

Arvind Krishna, Chairman and CEO of IBM, joins Stuart Riley, Group Chief Information Officer, HSBC, to explore AI – what it takes to scale it, the risk considerations, the opportunities for highest impact, and the cost profile. They also discuss expectations around quantum computing and the transformative potential of this technology. This episode was recorded behind the scenes of HSBC’s Global In...

Janet Henry, Chief Global Economist, and Murat Ulgen, Global Head of Emerging Markets Research, examine the fallout from US tariffs and how policymakers could respond. Disclaimer: https://www.research.hsbc.com/R/101/rrnFsFj 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: htt...

Fred Neumann is joined by fellow economists Jing Liu, Pranjul Bhandari and Aris Dacanay to tease out the nuances of US trade tariffs across Asia, with a focus on China, India, Indonesia, Thailand and the Philippines..  Disclaimer: https://www.research.hsbc.com/R/101/CNSfvhT . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www....

The second episode of our Perspectives series, ‘The world today’, features eminent historian Sir Niall Ferguson in-conversation with Stephen King, HSBC’s Senior Economic Adviser, discussing the world today and learnings from the past. Watch or listen to their discussion on geopolitics and the global economy – including US-China and US-Russia relations, European security, and learnings on economic...

Fred Neumann and Herald van der Linde discuss the impact of President Trump's sweeping tariff announcements on trade and growth across Asian economies.  Disclaimer: https://www.research.hsbc.com/R/101/WBcStrS . 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...

Shanella Rajanayagam, Paul Mackel and Simon Wells discuss the implications of the latest US tariff announcements for trade, currencies and Europe’s economy. Disclaimer: https://www.research.hsbc.com/R/101/DqG7whw 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.gb...

Contemporary treasurers face rising FX volatility, interest rate uncertainty, and geopolitical disruptions. How can they adapt?  Join HSBC's Rahul Badhwar, Global Head of Corporate Sales  and Volkan Benihasim, Global Head of FX, EM Rates and Commodities as they talk about building resilience, improving forecasting, and leveraging AI. Our panel also explore liquidity shifts, supply chain...

In the first episode of our Perspectives series, Cathie Wood, Founder, CEO and CIO at Ark Invest, joins David Liao, HSBC’s Co-CEO, Asia and the Middle East. In this wide-ranging and candid conversation, they discuss the innovation economy across China and the US as well as the platforms driving tech transformation. Watch or listen to their discussion on investing in innovation in the world’s large...

From trade and policy priorities to new growth opportunities, Janet Henry, Global Chief Economist, and Fred Neumann, Chief Asia Economist, join Piers Butler to discuss the key takeaways from this year’s event in Hong Kong. Disclaimer: https://www.research.hsbc.com/R/101/Kvl7rCn Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.lin...

Amid the hype about mainland China's role in the AI boom, Herald van der Linde and Fred Neumann take a look at two other key markets in the story, and how they're contributing to a growing consumer-led economy across Asia.  Disclaimer: https://www.research.hsbc.com/R/101/gCFttrB . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https:/...

Mark McDonald, Head of Data Science and Analytics, picks apart some of the most common misconceptions about artificial intelligence that frequently come up in discussions with investors. Disclaimer: https://www.research.hsbc.com/R/101/mM7BHst 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/...