HSBC Global Viewpoint

Epizodai

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  The Macro Brief - The AI ascendency 17.08.2026 15min

  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 that must be viewed with this podcast: https://www.research.hsbc.com/R/101/qLNqNb6 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/insights/global-research.
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  The Macro Brief - A turning point for US rates? 10.08.2026 15min

  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: https://www.research.hsbc.com/R/101/kL9gczJ 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/insights/global-research.
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  The Macro Brief - Understanding AI cycles 03.08.2026 17min

  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 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/insights/global-research.
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  Under the Banyan Tree - A watershed moment for Chinese chipmakers? 03.08.2026 15min

  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 that must be viewed with this podcast: https://www.research.hsbc.com/R/101/BtGcQMx 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/insights/global-research
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  The Macro Brief - Competing US narratives 24.07.2026 15min

  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 must be viewed with this podcast: https://www.research.hsbc.com/R/101/XJNthg6 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/insights/global-research.
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  Under the Banyan Tree - Samsung's billions and a long hands-free drive 24.07.2026 12min

  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: https://www.research.hsbc.com/R/101/kLqjrLP 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/insights/global-research
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  The Macro Brief - The UK's new team 20.07.2026 10min

  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: https://www.research.hsbc.com/R/101/zGPLzBV 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/insights/global-research
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  Under the Banyan Tree - The surging demand for Asia's AI Hardware 20.07.2026 17min

  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 certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/L7qRbm6 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/insights/global-research [https://www.gbm.hsbc.com/insights/global-research.]
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  The Macro Brief - Competing global forces 10.07.2026 12min

  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: https://www.research.hsbc.com/R/101/Lc6TLCR 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/insights/global-research.
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  Under the Banyan Tree - Critical minerals and the Malacca Strait 10.07.2026 13min

  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 certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/MMdPlrQ 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.
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  Under the Banyan Tree - El Niño on the horizon 08.07.2026 16min

  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 this podcast: https://www.research.hsbc.com/R/101/n7VMWpB 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.
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  The Macro Brief - Europe's dovish turn? 03.07.2026 10min

  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: https://www.research.hsbc.com/R/101/Q6VnnHq 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/insights/global-research
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  Perspectives: The Ares story 01.07.2026 22min

  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. This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong in April 2026. Find out more here: https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit Disclaimer: Views of external guest speakers do not represent those of HSBC.
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  The Macro Brief - Looking beyond Hormuz 29.06.2026 16min

  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 be viewed with this podcast: https://www.research.hsbc.com/R/101/6xJt9Qv 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/insights/global-research.
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  Under the Banyan Tree - Equity league tables with a side of history 29.06.2026 12min

  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: https://www.research.hsbc.com/R/101/S9lxxWM 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.
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  The Macro Brief - The Fed under new management 19.06.2026 19min

  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 viewed with this podcast: https://www.research.hsbc.com/R/101/P9GGfrp 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/insights/global-research
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  Under the Banyan Tree - India: Energy, El Niño and economic growth 18.06.2026 13min

  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: https://www.research.hsbc.com/R/101/K6fswhr 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.business.hsbc.com/en-gb/products/global-research
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  The Macro Brief - The ECB's next move 15.06.2026 9min

  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: https://www.research.hsbc.com/R/101/BgqWLbh 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/insights/global-research
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  Perspectives: Orchestrating AI models 15.06.2026 17min

  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 conversation covers multi-model orchestration, why data hygiene is an evergreen investment, and how to think about security and adoption as AI moves from tools to agentic workflows. Watch or listen to find out more. This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong in April 2026. Find out more here https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit Disclaimer: Views of external guest speakers do not represent those of HSBC.
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  Under the Banyan Tree – Unexpected moves in Asian FX 12.06.2026 12min

  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 certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/cQr2FpF 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