HSBC Global Viewpoint: Banking and Markets artwork

HSBC Global Viewpoint: Banking and Markets

408 episodes - English - Latest episode: 20 days ago - ★★★★★ - 4 ratings

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 http://grp.hsbc/gvbm


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Hosted on Acast. See acast.com/privacy for more information.

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Episodes

The Macro Viewpoint - Higher rates headache, tracking China’s recovery, gold rush

April 14, 2023 08:47 - 14 minutes - 26.2 MB

James Pomeroy looks at how concerns over financial stability have affected the global economic outlook, Erin Xin provides an update on China’s recovery and James Steel examines whether the recent surge in the gold price can be sustained.  Disclaimer: https://www.research.hsbc.com/R/51/sjM6pqQ 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...

The Macro Viewpoint - What’s new in EM, and nine game-changing investment themes

April 07, 2023 12:55 - 14 minutes - 27.2 MB

Murat Ulgen assesses the prospects for EM assets against an even more complicated global backdrop and James Pomeroy looks at the potential impact of HSBC's nine key themes on the global economic picture. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - Our Q2 economic outlook, decarbonising heat

March 31, 2023 11:35 - 13 minutes - 25.9 MB

Janet Henry looks at the challenges facing central banks as they try to balance the risks of persistent inflation and financial instability. Sean McLoughlin explains why efforts to decarbonise heat in buildings and industry need to be ramped up. Disclaimer: https://www.research.hsbc.com/R/51/nrhBwSd 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....

Under the Banyan Tree - Changing demographics in real time

March 30, 2023 10:07 - 19 minutes - 35.6 MB

Herald van der Linde and Fred Neumann discuss the key age, wealth and gender-related shifts that are taking place in Asia right now, as well as how they affect markets and economies across the region. Disclaimer: https://www.research.hsbc.com/R/51/pM6xzKV. 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. Hosted on A...

Global Supply Chains – Networks of Tomorrow

March 27, 2023 08:00 - 23 minutes - 32.8 MB

Explore the findings from our global supply chains survey and learn how corporate leaders are approaching efficient and sustainable supply chains. We discuss the topics including how corporates are evaluating and adjusting their trade networks and supplier relationships, how organisations are prioritising digital adoption across supply chains, how sustainability is being implemented into supply chains and what your business can do to prepare for the commercial networks of the future.   Th...

The Macro Viewpoint - Rates up, dollar down

March 24, 2023 08:40 - 12 minutes - 24 MB

Ryan Wang and Simon Wells review the latest rate hikes by the Fed and Bank of England following market turbulence. Paul Mackel explains why we think the dollar is likely to weaken over the coming months. Disclaimer: https://www.research.hsbc.com/R/51/G6skjhS 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. Hosted on ...

Under the Banyan Tree - Banking volatility: Is Asia at risk?

March 24, 2023 08:37 - 15 minutes - 29 MB

With uncertainty gripping financial markets after big moves in the US and European banking sectors, Fred Neumann and Herald van der Linde discuss whether Asia could be at risk, and what the region has learned from history. Disclaimer: https://www.research.hsbc.com/R/51/hBXNDQF. 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-r...

DigiTalks: Bolting the Stable - The Future of Stablecoins

March 21, 2023 10:29 - 12 minutes - 17.1 MB

In our DigiTalks podcast series last year we’ve previously discussed Stablecoins. We are now featuring a part 2, as this has proved to have been very topical with a vast amount of activity in this space since then, including a newsworthy stablecoin failure prompting a cryptocurrency crash, and resultant regulatory activity to protect markets and investors.  Listen to Mhairi Sandeman, Senior Product Manager for Trustee & Fiduciary Services and Regulation, Securities Services and James Pomero...

The Macro Viewpoint - The Macro Viewpoint -- Assessing a turbulent week

March 17, 2023 18:16 - 11 minutes - 21.3 MB

Max Kettner examines the latest moves following a volatile week for financial markets. Simon Wells and Dominic Bunning look at the ECB’s policy response and the implications for the currency markets. Disclaimer: https://www.research.hsbc.com/R/51/Lkd7Jds 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. Hosted on Acas...

Under the Banyan Tree - China’s NPC: What happened and why it matters

March 16, 2023 17:37 - 14 minutes - 27.6 MB

Herald van der Linde is joined by Jing Liu and Erin Xin from our China Economics team to discuss various takeaways from Beijing's annual policy forum, including top-level appointments, growth targets and tighter financial services regulation. Disclaimer: https://www.research.hsbc.com/R/51/vNdtBQV. 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...

The Macro Viewpoint - EM bulls, Fed hikes, and a global data check

March 10, 2023 10:19 - 14 minutes - 27.6 MB

Murat Ulgen looks at why investors are turning more bullish in our latest EM sentiment survey, James Pomeroy assesses the latest global economic data and Ryan Wang explains why further US rate hikes are now likely. Disclaimer: https://www.research.hsbc.com/R/51/lG9PGsd 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. ...

Under the Banyan Tree - Japan and the BoJ: Understanding a unique economy

March 09, 2023 08:37 - 16 minutes - 30.2 MB

With a new central bank governor and questions over the future of Japan's ultra-low interest rates, Herald van der Linde speaks to James Lee, Chief Japan Economist, and Joey Chew, Senior Asia FX Strategist, about the country's macro outlook. Disclaimer: https://www.research.hsbc.com/R/51/LZkKJgP. 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.co...

DigiTalks - Future of Insurance: Adapting to Digital

March 06, 2023 09:00 - 11 minutes - 16.2 MB

Managing data is paramount for today’s insurers. Here we focus on how insurers can better manage their data by looking at how data can be used and stored more effectively.  Listen as Sam Ray, Director in the Insurance Sector Product team, Markets & Securities Services HSBC discusses this in detail with Paul Clark, Head of Digital, Data & Innovation - Europe & Americas. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - China policy preview, a boost for the UK, dollar drivers

March 03, 2023 11:45 - 16 minutes - 31 MB

Erin Xin outlines what to expect from China's upcoming National People's Congress, Liz Martins explains why there is some good news for the UK economy and Daragh Maher looks at the drivers behind the dollar’s rally. Disclaimer: https://www.research.hsbc.com/R/51/LSwQBkH 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....

Under the Banyan Tree - Geopolitics deconstructed

March 02, 2023 12:23 - 16 minutes - 30 MB

Herald van der Linde and Fred Neumann break down the impacts of geopolitical risk on Asian economies and financial markets, from trade tensions to supply chains and capital flows. Disclaimer: https://www.research.hsbc.com/R/51/QPGJtHq. 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. Hosted on Acast. See acast.com/pr...

The Macro Viewpoint -- The rise of Avatars, Europe's hawks and Brazil's fiscal concerns

February 24, 2023 09:57 - 19 minutes - 26.5 MB

 In this edition, Mark McDonald investigates the rise of Generative AI and an Avatar joins him. Simon Wells looks at what the latest economic data says about recession risks in Europe. Ana Madeira addresses the rise of fiscal concerns in Brazil. Disclaimer: https://www.research.hsbc.com/R/51/WPpc7Nl 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...

Under the Banyan Tree - Shouldn’t we be done with inflation by now?

February 23, 2023 09:45 - 19 minutes - 35.9 MB

Fred Neumann and Herald van der Linde are back in the studio discussing why, two months into 2023, inflation and central bank action are still major themes across Asian markets and economies. Disclaimer: https://www.research.hsbc.com/R/51/pgsJnDJ. 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. Hosted on Acast. See ac...

DigiTalks - Exploring DORA - The EU’s Digital Operational Resilience Act

February 20, 2023 08:00 - 12 minutes - 11.3 MB

In this podcast we explore the EU’s Digital Operational Resilience Act (DORA), which entered into force in January 2023 with application from January 2025.  Listen as Mhairi Sandeman, HSBC Securities Services’ Senior Product Manager for Global Trustee and Fiduciary Services, speaks with Claire Harrop, Senior Associate in the Financial Institutions Group at Freshfields, to help digest the final DORA requirements and consider the steps financial entities need to take to be ready. Hosted on ...

The Macro Viewpoint - China's speedy recovery, batteries and brownouts

February 17, 2023 09:55 - 18 minutes - 25.6 MB

In this edition, Jing Liu outlines why China's growth may be faster than expected. Linnet Cotterill explains the EU's big spotlight on the EV battery supply chain, and David Faulkner looks at the fiscal strains in South Africa. Disclaimer: https://www.research.hsbc.com/R/51/ssW7Qsh 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-...

Under the Banyan Tree - China’s rebounding faster than we thought

February 16, 2023 14:22 - 13 minutes - 24.8 MB

Herald van der Linde is joined by Chief China Economist Jing Liu for an update on our latest China GDP forecasts, as Asia's largest economy gathers steam faster than expected. Disclaimer: https://www.research.hsbc.com/R/51/fWxhqsQ. 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.   Hosted on Acast. See acast.com/priv...

The Macro Viewpoint - America's rolling recession, a UK outlook, and an Alpine ski lesson

February 10, 2023 13:55 - 19 minutes - 26.2 MB

In this edition, Janet Henry looks at the US economic slowdown, China and global trade. Dominic Bunning sees strength in the British currency, and Amy Tyler probes what the rocky start to the ski season tells us about climate change. Disclaimer: https://www.research.hsbc.com/R/51/6TZSVTv. 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/...

Under the Banyan Tree - How Asia got its flows back

February 09, 2023 14:23 - 15 minutes - 29.8 MB

Herald van der Linde sits down with Head of Asia FX Research Joey Chew and Equity Strategist Prerna Garg to discuss what's bringing money back to the region's stock and currency markets in 2023. Disclaimer: https://www.research.hsbc.com/R/51/J6zMFBd. 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. Hosted on Acast. S...

The Macro Viewpoint - 24-hour central bank dash

February 03, 2023 10:30 - 11 minutes - 20.8 MB

Ryan Wang and Simon Wells assess the latest rate hikes by the Fed, ECB and the Bank of England and consider the future path of monetary policy. Disclaimer: https://www.research.hsbc.com/R/51/jrvkWWL 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. Hosted on Acast. See acast.com/privacy for more information.

The ESG Brief - Weighing the EU's new carbon rules on an industrial scale

February 02, 2023 17:25 - 14 minutes - 19.7 MB

In this edition, James Rydge, Head of ESG Research, EMEA, explains one of the newest acronyms in the European Union's journey to a net zero economy, CBAM, and the long-term impact it may have on the region's biggest industrial carbon dioxide emitters. Disclaimer: https://www.research.hsbc.com/R/51/rMBMW6s 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...

Under the Banyan Tree - Navigating inflation as markets move upwards

February 02, 2023 11:00 - 19 minutes - 36.8 MB

Fred and Herald discuss how expectations of lower US interest rates are supporting Asian equities. Paul Bloxham joins the conversation from Sydney to talk inflation challenges in Australia and New Zealand, as well as the global commodities outlook. Disclaimer: https://www.research.hsbc.com/R/51/TFTC7pF 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...

The Macro Viewpoint - Will AI take your job and how much will the ECB’s rate hikes hurt?

January 30, 2023 12:36 - 18 minutes - 34.3 MB

James Pomeroy looks at how advances in AI could reshape the world of work, Fabio Balboni explains why ECB rate hikes may hurt growth more than expected and Jon Brandt considers how China’s reopening could boost metals prices. Disclaimer: https://www.research.hsbc.com/C/1/1/320/nHXXldS 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/glob...

HSBC Transition Pathways: Unlocking the energy pathway

January 30, 2023 07:00 - 24 minutes - 33.3 MB

In our new mini-series ‘Transition Pathways’, we’ll be having conversations about some of the most carbon intensive industries. We’ll explore how they’re moving forward on the path to net zero and examining some of the macro drivers, demands and innovation influencing their strategies. In our first episode, we discuss the survey findings from 300 global energy companies which reveal how they are making the transition to a more sustainable future, with HSBC’s Group Head of Climate Transition,...

The Macro Viewpoint - Are investors right to be bullish and is Europe’s energy crisis over?

January 25, 2023 16:22 - 14 minutes - 26.2 MB

Mark McDonald delves into some unusually positive signals towards risk assets from our machine learning models and Kim Fustier assesses the outlook for the oil and gas markets. Disclaimer: https://www.research.hsbc.com/R/51/NJBKCdv 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. Hosted on Acast. See acast.com/privacy ...

Under the Banyan Tree - The economics of going green in Asia

January 19, 2023 09:51 - 13 minutes - 26 MB

Herald van der Linde is joined by Evan Li, Head of Asia Energy Transition Research, to discuss the opportunities and challenges of renewable energy in the region, where China is both the leading polluter and number one name in solar and wind. Disclaimer: https://www.research.hsbc.com/R/51/FjWqvLS 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.co...

The Macro Viewpoint - What’s next for the global economy and emerging markets

January 16, 2023 12:33 - 12 minutes - 23.3 MB

Janet Henry and Murat Ulgen discuss the impact of China’s reopening on the rest of the world, the outlook for inflation and central bank policy, and whether emerging market assets can recover some of the deep losses seen over the past two years. Disclaimer: https://www.research.hsbc.com/R/51/mwJssbL 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....

Under the Banyan Tree - China gets ready to travel and spend

January 12, 2023 14:22 - 13 minutes - 26.2 MB

Herald van der Linde and Fred Neumann discuss the wide-ranging impacts of China's grand reopening on economies and equity markets in Asia and beyond. Disclaimer: https://www.research.hsbc.com/R/51/76bBVxx 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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - China’s great reopening and Europe’s inflation challenge

January 06, 2023 10:27 - 16 minutes - 30.3 MB

Jing Liu examines the macro issues facing China as key COVID-related restrictions are lifted. Simon Wells considers whether European policymakers may be overly optimistic on how quickly they can return inflation to their 2% target. Disclaimer: https://www.research.hsbc.com/R/51/zMDj6xp 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/g...

Under the Banyan Tree - Asia in 2023: Economics and equities in the Year of the Rabbit

January 05, 2023 10:22 - 17 minutes - 32.6 MB

Fred Neumann and Herald van der Linde discuss the key issues shaping Asian economies and equity markets in 2023, including interest rates, inflation and China’s grand re-opening. Disclaimer: https://www.research.hsbc.com/R/51/czw7wxr 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. Hosted on Acast. See acast.com/priv...

The Macro Viewpoint - The 2023 outlook, and the return of EM bulls

December 16, 2022 16:02 - 12 minutes - 24.1 MB

Janet Henry explains why a near-term slowdown in inflation will not warrant rate cuts from the major central banks in the coming year. Murat Ulgen finds investors are turning more bullish in our latest EM sentiment survey. Disclaimer: https://www.research.hsbc.com/R/51/qlczm69 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-re...

The Macro Viewpoint - China’s reopening, Eurozone wage risks, and a global data check

December 09, 2022 09:45 - 16 minutes - 30.7 MB

Jing Liu discusses our revised GDP forecasts in light of China’s property and COVID-19 policy changes, Fabio Balboni looks at how labour market developments could affect inflation and James Pomeroy assesses a divide in the latest economic data. Disclaimer: https://www.research.hsbc.com/C/1/1/320/PR9lVgN |  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.g...

The ESG Brief - What 352 finance professionals are telling us

December 08, 2022 09:03 - 14 minutes - 26.9 MB

Wai-Shin Chan, Head of ESG Research and the Climate Change Centre, weighs up the results of our third ESG Sentiment Survey and finds few big wins from the recent COP27 global climate negotiations. Disclaimer: https://www.research.hsbc.com/R/51/JKzkjCB  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn with #HSBCresearch or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more i...

Under the Banyan Tree - Semiconductors: Perspective after the Perfect Storm

December 01, 2022 10:49 - 13 minutes - 25.5 MB

Fred Neumann is joined by Head of Asia Technology Research, Frank Lee, for a discussion on the outlook for global semiconductors, where Asia plays by far the largest role of any region. Disclaimer: https://www.research.hsbc.com/R/51/6H7RLBJ 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.   Hosted on Acast. See aca...

US Monetary Policy and its Effect on Global Markets

November 29, 2022 14:04 - 1 hour - 55.7 MB

In this episode of EM Spotlight, Janet Henry, Global Chief Economist at HSBC, speaks with James Bullard, President and CEO of the Federal Reserve Bank of St. Louis, on the Federal Reserve’s efforts to tame inflation and how quantitative tightening is affecting global markets. This episode was recorded from a virtual event on Sept. 29. Emerging markets spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issue...

Best of EM Global Food Prices in Crisis

November 29, 2022 13:58 - 31 minutes - 28.5 MB

In this episode, we explore the current state of global food prices. Dr Murat Ulgen, Global Head of GEMs Research at HSBC, hosts World Bank Senior Economists John Baffes and Peter Nagle as they discuss the larger backdrop against which global food prices are rising, the factors that are directly impacting these price changes and finish by taking a look at what the policy response has been and the knock-on consequences of higher prices.  Emerging Markets Spotlight is a podcast miniseries cre...

The Macro Viewpoint - Gas markets, Supply Chains, Europe and UK Outlook

November 25, 2022 09:43 - 12 minutes - 22.7 MB

Kim Fustier assesses what the mild autumn weather means for gas prices, James Pomeroy considers whether easing supply chain bottlenecks will help lower inflation and Chris Hare examines the prospects for a recession in Europe. Disclaimer: https://www.research.hsbc.com/R/51/cH2Rcxd 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-r...

Under the Banyan Tree - Can China’s new COVID measures stall the slowdown?

November 24, 2022 09:17 - 12 minutes - 23.3 MB

With COVID-19 cases soaring across China, Fred Neumann talks to Chief China Economist, Jing Liu, about Beijing’s new approach to containment and how it could impact the economic outlook for the country and beyond. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.

The Macro Viewpoint - The USD peak, a game changer for China property and UK budget reaction

November 18, 2022 10:53 - 17 minutes - 32.4 MB

Paul Mackel explains why we expect USD strength to reverse next year, Jing Liu assesses China’s latest steps to stabilise the property market and Liz Martins examines the new UK government’s plans to plug the fiscal shortfall. Disclaimer: https://www.research.hsbc.com/R/51/tnslnDz 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-r...

Emerging Market Spotlight Podcast Series: Challenges and Opportunities in the Current EM Investment Environment

November 17, 2022 17:24 - 36 minutes - 50.6 MB

In this episode EM experts examine the challenges that have buffeted emerging markets over the last year, including geopolitical tensions, high commodity prices and inflationary shocks. How should investors approach this complex and somewhat tricky environment, and what are the bright spots? Dr. Murat Ulgen HSBC’s Global Head of Emerging Markets Research, and Celina Apostolo Merrill, Portfolio Manager of Emerging Market Corporate Debt at Blackrock, join host Cary Goodwin, Head of Institutiona...

Under the Banyan Tree - India: A New Growth Era in a Top Five Economy

November 17, 2022 10:43 - 15 minutes - 28.7 MB

With India having recently overtaken the UK as the world’s fifth largest economy, Fred Neumann talks to Chief India Economist, Pranjul Bhandari, about the modern growth drivers that we think can push GDP beyond its 6% average in recent years. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.

Emerging Markets Spotlight – EM Economics

November 16, 2022 13:19 - 22 minutes - 21.1 MB

HSBC Global Chief Economist Janet Henry leads a panel of distinguished speakers discussing the current challenges facing EM economies across the globe – and the positive signs that may yield opportunities going forward. Emerging markets spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing E...

EM Wealth and the Rise of the Family Office

November 16, 2022 13:17 - 29 minutes - 40.5 MB

As wealth rises in emerging markets, we are seeing the rise of the family office across these regions, with the fastest regions for growth being Asia and MENA. Why might a family consider setting up a family office? What are the key considerations? And, how does HSBC work to help clients in this position. Hear from wealth, advisory and private banking experts on this subject. Emerging markets spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand t...

HSBC’s Sibos Spotlight: View from Sibos

November 15, 2022 09:00 - 38 minutes - 35.3 MB

In the final episode of our Sibos podcast miniseries, TMI’s Eleanor Hill is joined by Nadine Lagarmitte, Neil Atkinson and Vinay Mendonca as they look back at Sibos 2022. Our guests discuss the prevalent topics from the event such as payment APIs, digital innovation, global trade and also share their key take-aways from our week in Amsterdam. Hosted on Acast. See acast.com/privacy for more information.

Emerging Markets Spotlight – Exploring the Current EM Environment

November 14, 2022 12:04 - 22 minutes - 21.1 MB

Two veteran observers of emerging markets, Surendra Rosha, Co-CEO APAC, HSBC, and Mark Tucker, HSBC Group Chairman, examine the current environment, exploring inflation, the possibility of a recession, strengths, downside risks, and more. The speakers take a deep dive into particular regions and the effects of current geopolitical events, making for a fascinating and comprehensive conversation on the subject that is not to be missed. Emerging markets spotlight is a podcast miniseries creat...

Digital Innovation and the Future of Financial Service

November 14, 2022 11:36 - 11 minutes - 10.2 MB

The finance industry is experiencing its “Blockbuster to Netflix” moment as digital innovations like DLT are revolutionising how banking works and what clients expect from service providers. This conversation features some of the bank’s senior most leaders in a fascination conversation around what is driving digital innovation in financial services. Emerging markets spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically i...

The Macro Viewpoint - Global data, South Africa’s challenges, oil prices

November 11, 2022 13:47 - 14 minutes - 26.3 MB

We look at whether the latest economic data could drive a dovish turn by central banks, find out how power cuts and transport disruptions are hurting South Africa’s growth outlook and consider whether oil prices are poised to hit triple digits. Disclaimer: https://www.research.hsbc.com/R/51/zDJ7mVB. Stay connected and access free to view reports and videos from HSBC Global Research click here: https://www.gbm.hsbc.com/insights/global-research.  Hosted on Acast. See acast.com/privacy for mor...