
HSBC Global Viewpoint
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/.Hosted on Zencastr. See https://zencastr.com/privacy-policy for more information.
Latest episodes

Jun 27, 2025 • 16min
The Macro Brief – The A to Z of crypto
Daragh Maher, Head of Digital Assets Research, demystifies the world of cryptocurrencies and looks at how digital assets could move from niche to mainstream.Disclaimer: https://www.research.hsbc.com/R/101/JHXvCjKStay 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.

Jun 27, 2025 • 15min
Under the Banyan Tree - Fun facts from your friendly equity strategists
Herald van der Linde and Prerna Garg take the pulse of Asia's consumer, airline, autos and pharma sectors through the lens of our latest "Ten surprising statistics" report. Disclaimer: https://www.research.hsbc.com/R/101/lDDTdQb. 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.

Jun 20, 2025 • 19min
The Macro Brief – Rising risks
Kim Fustier, Head of European Oil & Gas Research, and Murat Ulgen, Global Head of Emerging Markets, discuss how the conflict between Iran and Israel has introduced yet more uncertainty into financial markets.Disclaimer: https://www.research.hsbc.com/R/101/nwbqSGcStay 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.

Jun 19, 2025 • 15min
Under the Banyan Tree - Predictability in an unpredictable world
Herald van der Linde welcomes Global Head of Transport Research Parash Jain and Asia Equity Strategist Prerna Garg into the studio for a discussion on the impact of Middle East tensions on Asian markets, economics and global shipping.Disclaimer: https://www.research.hsbc.com/R/101/Rc9xgDh.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.

Jun 13, 2025 • 20min
The Macro Brief – Globetrotting
In this engaging discussion, Janet Henry, Global Chief Economist, dives into the implications of tariff uncertainties on economic data. She highlights how trade dynamics are affecting smaller businesses and contrasts resilient economic indicators with declining consumer confidence in the U.S. The conversation touches on Moody's recent downgrade of U.S. debt, raising alarms about fiscal health. Janet also assesses global economic trends from Europe to Asia, focusing on investments and shifting market strategies, particularly regarding Gulf economies.

Jun 12, 2025 • 15min
Under the Banyan Tree - Asian investors and US volatility
Asian investors are reevaluating their focus on the U.S. amid market volatility. The discussion highlights how macroeconomic factors and the U.S. dollar influence investment decisions. There's a shift towards reinvesting in local markets rather than U.S. bonds, driven by changes in global capital flows. The resurgence of IPOs in Hong Kong and challenges for ASEAN listings reveal varying liquidity across Asia. Moreover, the return of Chinese companies to Hong Kong underscores exciting developments, reshaping the landscape for investors in the region.

Jun 10, 2025 • 35min
Treasury Beyond Borders - Risk management during uncertain times: Treasury Insights from North America
Melissa A Hotzoglou and Marissa Adams share insights on how North American corporates are transforming risk management into a competitive advantage amidst market uncertainties. They discuss adapting foreign exchange strategies in turbulent times and emphasize collaboration between treasury teams and procurement. The duo highlights the importance of optimizing supply chains and working capital as well as leveraging technology for resilience. Their conversation navigates the evolving landscape of corporate treasury, showcasing innovative approaches to stay ahead.

Jun 6, 2025 • 16min
The Macro Brief – Commodities, tariffs & trade
Paul Bloxham, our Sydney-based Chief Economist for Australia, New Zealand and Global Commodities, drops by the London studio to discuss how tariff uncertainties and global growth worries are affecting commodity prices.Disclaimer: https://www.research.hsbc.com/R/101/2scKXzMStay 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.

Jun 5, 2025 • 15min
Under the Banyan Tree - Asian tariffs in perspective
Herald van der Linde sits down with Economist Jin Choi and Equity Strategist Prerna Garg to discuss the future of Korea's economic and corporate landscape under the presidency of Lee Jae-myung. Disclaimer https://www.research.hsbc.com/R/101/WcHxmzl. 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

Jun 3, 2025 • 17min
Perspectives: Risks and ratings
This episode of HSBC's Perspectives series features Rob Fauber, President and CEO, Moody’s, in-conversation with Danielle Johnson, HSBC’s Global Head of Institutional Clients. Rob shares his perspectives on the evolving private credit market and today’s interconnected risk landscape, as well as key moments from his own career journey – including what keeps him up at night.Watch or listen to find out more.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.