HSBC Global Viewpoint

Епизоде

• 
  Perspectives: The China Equation 23.09.2026 12мин

  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 the forces shaping China's economic outlook and the challenges and opportunities ahead. Disclaimer: Views of external guest speakers do not represent those of HSBC.
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  Redefining Treasury: Blueprint for a truly connected treasury function 23.09.2026 37мин

  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 evolving client expectations are reshaping connectivity, from choosing the right banking channels to embedding services directly into ERP and TMS workflows.
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  Present tense, future perfect: Redefining treasury for the strategic era 22.09.2026 25мин

  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, shifting trade corridors and technological advances are reshaping treasury's mandate.
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  The Macro Brief - India in focus 22.09.2026 9мин

  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 viewed with this podcast: https://www.research.hsbc.com/R/101/DlL6wcN 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: Building resilience through a crisis 21.09.2026 9мин

  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 consortium and the German government. Watch or listen to find out more. Disclaimer: Views of external guest speakers do not represent those of HSBC.
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  Under the Banyan Tree - AI: Debate, direction and Dutch disease 18.09.2026 20мин

  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 Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/rkmhWXr 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 - Top takeaways from HSBC's China Conference 17.09.2026 12мин

  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 podcast:https://www.research.hsbc.com/R/101/DS9mqFF 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 - Gold's rollercoaster ride 15.09.2026 13мин

  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: https://www.research.hsbc.com/R/101/DgV6FnC 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 - Taking the pulse on medical tourism 15.09.2026 15мин

  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 with this podcast: https://www.research.hsbc.com/R/101/csnqB7V 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 - Crunch time for US interest rates 14.09.2026 17мин

  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 Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/tqVbrkC 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 - What does US Treasury turmoil mean for Asia? 28.08.2026 13мин

  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: https://grp.hsbc/6056B10T5I 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://grp.hsbc/6059B1vxfh
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  Perspectives: Renminbi shift - From potential to practicality 26.08.2026 10мин

  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 infrastructure and expanding digital use cases. HSBC's Asia Head of Institutional Client Group, Oliver Kadhim and Global Head of RMB Internationalisation, Vina Cheung sat down with FinanceAsia to explore its growing role across portfolio diversification, treasury and liquidity management, as well as how institutions can approach the RMB. Watch or listen to find out more. This episode was recorded in July 2026. Disclaimer: Views of external guest speakers do not represent those of HSBC. The Hongkong and Shanghai Banking Corporation Limited ("HSBC") makes no representation or warranty (express or implied) of any nature nor is any responsibility of any kind accepted with respect to the completeness or accuracy of any information, projection, representation or warranty (expressed or implied) in, or omission from, the contents of the video. No liability is accepted whatsoever for any direct, indirect or consequential loss arising from the use of or reliance on this video. Nothing in this video is intended by HSBC to be construed as financial, legal, accounting, tax and/or other advice. This video does not constitute an offer or solicitation for, or advice that you should enter into or start using, any of HSBC's products and services. HSBC recommends that before you make any decision or take any action that might affect you or your business, you should make your own independent approval of any information contained in this video, and consult with suitably qualified professional advisers to obtain the appropriate financial, legal, accounting, tax and/or other advice.
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  Under the Banyan Tree - Fred and Herald's post-summer catch-up 26.08.2026 15мин

  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 this podcast: https://www.research.hsbc.com/R/101/ClSprGF 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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  Perspectives: Inside ADNOC Drilling 25.08.2026 10мин

  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. Watch or listen to find out more. This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council Exchanges Conference in London, in June 2026. Disclaimer: Views of external guest speakers do not represent those of HSBC.
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  Under the Banyan Tree - What is Hong Kong's Northern Metropolis? 24.08.2026 13мин

  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: https://www.research.hsbc.com/R/101/ZFGflXP 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 AI ascendency 17.08.2026 15мин

  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 15мин

  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 17мин

  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 15мин

  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 15мин

  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.