HSBC Global Viewpoint
by HSBC
We bring together thought leaders, industry experts and banking specialists to discuss the latest thinking, trends and issues that are driving international growth and creating opportunities for businesses to build networks in global markets.Join us as we discuss the latest insights on Global Economics, ESG, Payments and Cash Management, Emerging Markets, Global Trade, Supply Chains, cutting-edge Financial Technology and more.For more information about anything you heard on this podcast or to learn how HSBC can help your business find international growth opportunities, please visit https://www.gbm.hsbc.com/ [http://grp.hsbc/gvbm].Hosted on Zencastr.
Episodes
-
US midterms: Democrats, deficits and data centers
Ryan Wang, Dhiraj Narula and Alastair Pinder look at what the Democrats' sweep of Congress could mean for the US economy and markets with fiscal issues and data center regulations sharply in focus. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must...
-
Under the Banyan Tree - Cashflow, green energy and age: The numbers that keep going up
Fred is Joined by Equity Strategist Prerna Garg for our quarterly compendium of quirky facts and surprising stats that help put Asian markets and economics in context.
-
Perspectives: FX in a T+1 world
As global markets move towards shorter settlement cycles, the FX leg of a cross-border transaction is becoming increasingly critical. Vincent Bonamy, Head of Global FX Services and Global Macro at HSBC, is joined by Mike Reece, Managing Director and Head of Market Liquidity at Euroclear, to…
more -
The Macro Brief - What Brazil's election means for LatAm
Joseph Incalcaterra, Head of LatAm Macro Strategy, joins Aline van Duyn to assess the region's outlook following Lula da Silva's re-election as Brazil's president. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:...
-
Perspectives: How AI, resilience and new corridors are reshaping global trade
Global trade is not standing still - it is being reshaped by new corridors, rapid advancements in AI and a sharper focus on resilience. Vivek Ramachandran, Head of Global Trade Solutions, HSBC, joins Eleanor Hill, Editorial Consultant, Treasury Management International, to discuss what these…
more -
The Macro Brief - Shifting trade dependencies
Shanella Rajanayagam, Senior Trade Economist, assesses whether economies have been successful in de-risking and diversifying their supply chains amid various trade shocks. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this...
-
Perspectives: Key themes of Renminbi (RMB)
The podcast exploring one of the key shifts taking place in global finance, the growing role of the renminbi (RMB) as businesses and investors rethink how they transact, finance, and allocate capital. HSBC’s Co-Chief Executive of Asia and the Middle East, David Liao and Global Head of Macro, FX,...
-
Perspectives: Taking digital assets from use case to commercial reality
Digital assets are moving beyond experimentation towards commercial application. Fiona Horsewill, Global Head of Securities Services, HSBC, joins Kelly Mathieson, Chief Business Development Officer, Digital Asset, to discuss what it will take to bring digital assets into the mainstream. They...
-
Perspectives: Navigating China’s Equity Investment Landscape
How can investors unlock the next wave of growth in China? Steven Sun, Head of Research at HSBC Qianhai Securities, speaks with Richard Pan, CIO of Global Capital Investment, Chairman of ESG Committee at China Asset Management, about the key opportunities and themes shaping China's equity market....
-
The Macro Brief - Bond yields vs AI
Ryan Wang, US Economist, and Alastair Pinder, Head EM and Global Equity Strategist, look at the impact of high bond yields and AI investment on the US economy and global stock markets. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed…
more -
Under the Banyan Tree - How to build a data centre
Fred Neumann is joined by Frank Lee, our Global Head of Tech Hardware and Semiconductor Research, to learn more about the various components that go into a data centre as well as the economics behind them. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers...
-
Perspectives: From innovation to interoperability
In this Perspectives episode, Manish Kohli and Swift’s Thierry Chilosi explore how interoperability can help different forms of digital money work together safely and at scale - giving clients greater insight, transparency and certainty when making payments. Watch or listen to find out more. This...
-
Under the Banyan Tree - Will Asian central banks follow the Fed?
A week on from the first US interest rate hike since 2023, Herald and Fred discuss how ripple effects could play out in Asia, and how varied central bank action can be throughout the region. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be...
-
Redefining Treasury: The New Rails for Real-Time Treasury
Tokenised deposits are moving beyond experimentation to solve real treasury challenges. In this episode of Redefining Treasury Series, HSBC and Ant International discuss how digital bank money enables 24/7 cross-border liquidity, faster FX settlement, real-time investment and seamless vendor...
-
Perspectives: The China Equation
How is China rebalancing growth, challenge, and opportunity? Dr Frederic Neumann, HSBC’s Chief Asia Economist and Co-head of Global Investment Research Asia, is joined by Michael Pettis, Senior Fellow, Carnegie Endowment for International Peace and GlobalSource Partners China Analyst, to discuss...
-
Redefining Treasury: Blueprint for a truly connected treasury function
What does a truly connected treasury look like and how can organisations build one? In this episode, HSBC’s Amber Henderson-Smart, Global Head of Client Connectivity, Global Payments Solutions, HSBC and Peter Crawley, Global Head of Corporate Sales, Global Payments Solutions, HSBC explore how...
-
Present tense, future perfect: Redefining treasury for the strategic era
What does it take for treasury to shape business strategy when uncertainty is a constant? In the opening episode of HSBC’s Redefining Treasury podcast series, Manish Kohli, Head of Global Payments Solutions and Vivek Ramachandran, Head of Global Trade Solutions, explore how geopolitical change,...
-
The Macro Brief - India in focus
Piers welcomes Chief India Economist Pranjul Bhandari to the studio to discuss the factors shaping India's economic outlook – from its growth resilience to its quest for export competitiveness. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be...
-
Perspectives: Building resilience through a crisis
In this episode of Perspectives, HSBC’s Kai Fehr speaks with Andreas Meier of Siemens Energy about how a “never waste a crisis” mindset helped the company navigate a demanding period, build resilience, and ultimately contribute to the creation of a risk-sharing framework involving a global...
-
Under the Banyan Tree - AI: Debate, direction and Dutch disease
Herald welcomes Head of AI and Data Science Mark McDonald to the studio for a wide-ranging conversation on AI, plus Chinese vs US adoption and our reaction to industry leaders calling for greater AI regulation. Click here for appropriate Disclosures, including analyst certifications, and...
-
Under the Banyan Tree - Top takeaways from HSBC's China Conference
Fresh from the annual HSBC China Conference, Herald sits down with Asia Managing Editor Jake Lee to go over the event's hot topics and key discussion points. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this...
-
The Macro Brief - Gold's rollercoaster ride
James Steel, Chief Precious Metals Analyst, looks at what’s been driving large swings in gold prices this year – and why there could be more volatility ahead. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:...
-
Under the Banyan Tree - Taking the pulse on medical tourism
Fred and Herald welcome Prerna Garg to the studio for a dive into Asia's fast-growing medical tourism segment, which has become a lot more than just popping to Thailand for a check-up. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed…
more -
The Macro Brief - Crunch time for US interest rates
In our New York studio, Ryan Wang, Dhiraj Narula and Alastair Pinder join Aline van Duyn to discuss the outlook for US interest rates and their implications across bond markets, equities and the broad economy. Click here for appropriate Disclosures, including analyst certifications, and…
more -
Under the Banyan Tree - What does US Treasury turmoil mean for Asia?
With US bond yields in a volatile state, Fred and Herald discuss what's going on, and crucially, what it could mean for companies, markets and economies across Asia. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:...
-
Perspectives: Renminbi shift - From potential to practicality
Why is the Renminbi (RMB) a strategic choice for institutions? With diversification a key driver, momentum is building in RMB usage across investment, hedging and settlement activities. The next phase reflects a shift from building access to improving usability, due to stronger market...
-
Under the Banyan Tree - Fred and Herald's post-summer catch-up
Our regular hosts are reunited in the studio after several weeks and there's plenty to catch up on, from AI volatility to shifts in fund flows and the broad macro outlook for Asia. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with...
-
Perspectives: Inside ADNOC Drilling
In this episode of HSBC's Perspectives series, Youssef Salem, Chief Financial Officer, ADNOC Drilling, joins Nabeel Albloushi, HSBC’s Head of Markets and Securities Services, MENAT, to discuss growth, resilience, and how ADNOC Drilling is incorporating artificial intelligence into its operations....
-
Under the Banyan Tree - What is Hong Kong's Northern Metropolis?
Herald welcomes Michelle Kwok to the studio for a closer look into Hong Kong's highly ambitious, tech-fueled cross-border gateway to mainland China. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:...
-
The Macro Brief - The AI ascendency
Following another solid US earnings season, Shiva Joon and Duncan Toms look at what’s driving the results, how AI is influencing performance, and the main themes companies are focusing on in their updates. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers...
-
The Macro Brief - A turning point for US rates?
Ryan Wang and Dhiraj Narula consider the outlook for US interest rates and bond yields against a backdrop of heightened uncertainty. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:...
-
The Macro Brief - Understanding AI cycles
Mark McDonald, Head of AI and Data Science, assesses the dominant market narratives around artificial intelligence. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/fdLXmWm Stay...
-
Under the Banyan Tree - A watershed moment for Chinese chipmakers?
In the week of CXMT's record-setting IPO, Herald sits down with Frank Lee and Ines Lam to discuss how the company emerged and what its rise could mean for the competitive landscape in Asian memory making. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers…
more -
The Macro Brief - Competing US narratives
Alastair Pinder, Dhiraj Narula and Saul Martinez assess the tug-of-war behind US equity market performance - from AI capex spend, to higher rates, to the extraordinary earnings cycle for US financials. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that...
-
Under the Banyan Tree - Samsung's billions and a long hands-free drive
Herald returns to the studio alongside Prerna Garg to talk through our latest collection of quirky facts and surprising stats from the world of Asian equities. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:...
-
The Macro Brief - The UK's new team
Liz Martins, Senior UK Economist, assesses the state of the UK economy as Andy Burnham prepares to take over as Prime Minister. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:...
-
Under the Banyan Tree - The surging demand for Asia's AI Hardware
Fred is joined by Ines Lam and Ricky Seo to discuss how the AI boom is remapping Asia's supply chains, why Korea is the undisputed leader in High Bandwidth Memory, and if we are ever likely to satisfy global demand for AI hardware. Click here for appropriate Disclosures, including analyst...
-
The Macro Brief - Competing global forces
James Pomeroy and Shanella Rajanayagam look at what the latest data tell us about the global economy and review where key trade negotiations stand. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:...
-
Under the Banyan Tree - Critical minerals and the Malacca Strait
Fred sits down with Nneka Chike-Obi from our Sustainability Research team to talk strategies for avoiding a potential chokepoint in the Strait of Malacca, which is key to the shipping of critical minerals used in the energy transition. Click here for appropriate Disclosures, including analyst...
-
Under the Banyan Tree - El Niño on the horizon
From food price volatility to export restrictions and an energy crunch, Fred Neumann and Jamie Culling discuss the sweeping potential impacts of extreme weather on Asia's economies. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with...
-
The Macro Brief - Europe's dovish turn?
Simon Wells, Chief European Economist, assesses the region’s prospects going into the second half of the year and explains why we think rate rises are off the table. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:...
-
Perspectives: The Ares story
In this episode of HSBC's Perspectives series, Michael Arougheti, Co-Founder and CEO of Ares, joins Danielle Johnson, HSBC’s Global Head of Institutional Client Group, to discuss Ares’ origins, the drivers behind its continued expansion, and future opportunities. Watch or listen to find out more....
-
The Macro Brief - Looking beyond Hormuz
Janet Henry, Global Chief Economist, looks at some of the powerful forces affecting the world economy, while Ali Cakiroglu, Emerging Markets Strategist, assesses the implications for EM investors. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must…
more -
Under the Banyan Tree - Equity league tables with a side of history
Herald and his fellow Equity Strategist Perna Garg discuss the rise of Asian stock markets over the past 20+ years, and in one or two cases, a lot longer. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:...
-
The Macro Brief - The Fed under new management
As the Federal Reserve begins a new era with Kevin Warsh at the helm, our team looks at his communication style and how the narrative has changed from potential rate cuts to possible rate hikes. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be...
-
Under the Banyan Tree - India: Energy, El Niño and economic growth
Fred is joined by Chief India Economist Pranjul Bhandari for a wide-ranging look at the various forces shaping India's economic outlook. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:...
-
The Macro Brief - The ECB's next move
Following the European Central Bank’s first rate hike for nearly three years, Chris Hare, Senior European Economist, looks at whether there is more tightening to come. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:...
-
Perspectives: Orchestrating AI models
This episode features Dmitry Shevelenko, Chief Business Officer, Perplexity, in conversation with Stuart Riley, Group Chief Information Officer, HSBC. They explore the speed of change in AI models and what it takes to turn that pace into real commercial value in large enterprises. The…
more -
Under the Banyan Tree – Unexpected moves in Asian FX
Fred Neumann welcomes Head of Asian FX Research Joey Chew to the podcast to discuss the impact of the energy squeeze on the JPY, what's keeping the RMB on the up and how the KRW has lost steam despite a Korean economy on fire. Click here for appropriate Disclosures, including analyst...
-
Perspectives: The evolution of the London Stock Exchange
This episode features Dame Julia Hoggett, CEO, London Stock Exchange, in conversation with Jo Miyake, Head of Banking, Asia and Middle East, HSBC. Together they explore how London is evolving its capital markets proposition – from international connectivity with Asia, to building a funding...
About this show
We bring together thought leaders, industry experts and banking specialists to discuss the latest thinking, trends and issues that are driving international growth and creating opportunities for businesses to build networks in global markets.Join us as we discuss the latest insights on Global Economics, ESG, Payments and Cash Management, Emerging Markets, Global Trade, Supply Chains, cutting-edge Financial Technology and more.For more information about anything you heard on this podcast or to learn how HSBC can help your business find international growth opportunities, please visit https://www.gbm.hsbc.com/ [http://grp.hsbc/gvbm].Hosted on Zencastr.
Hosted by
HSBC