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HSBC Global Viewpoint

Latest episodes

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May 9, 2025 • 16min

The Macro Brief – Getting Germany going

German economists Stefan Schilbe and Anja Heimann consider whether a policy reboot – including a huge fiscal package – could help get Europe’s largest economy back on track.Disclaimer: https://www.research.hsbc.com/R/101/9LXXCNHStay 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.
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May 8, 2025 • 16min

Under the Banyan Tree - How Golden was China's Week?

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/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.LINK: https://www.research.hsbc.com/R/20/vJsMWrx
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May 7, 2025 • 23min

Perspectives: Financing new energy and infrastructure

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 innovative solutions that can help catalyse financing for sustainable infrastructure.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 26 March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.
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May 6, 2025 • 17min

What past trade policies teach us about today's tariffs landscape?

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.
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May 2, 2025 • 10min

The Macro Brief – Looking for good news in the UK

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/kcNzsGmStay 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.
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May 1, 2025 • 20min

Under the Banyan Tree - Are we a little too fixated on tariffs?

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.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.
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Apr 30, 2025 • 20min

Perspectives: China's economy

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 HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gisKeyu Jin is the author of 'The New China Playbook: Beyond Socialism and Capitalism' (2023)Disclaimer: Views of external guest speakers do not represent those of HSBC.
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Apr 28, 2025 • 27min

Perspectives: ASEAN's role in the global economy

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 Southeast Asian Nations, including its relationships with the US and China and the role it plays in a multi-polar world.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/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.
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Apr 25, 2025 • 17min

The Macro Brief – Going for gold

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/zj6g9gzStay 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.
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Apr 24, 2025 • 14min

Perspectives: Bonds and Currencies

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/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.

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