Fred Neumann welcomes his fellow Co-Head of Asia Research, Eliot Camplisson, to the podcast for a look at what’s made investors U-turn on Chinese equities in recent months. Disclaimer: https://www.research.hsbc.com/R/101/kMpRwHb. 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.

Liz Martins and Nick Andrews assess the prospects for the UK economy and sterling against a backdrop of weak growth and sticky inflation. Disclaimer: https://www.research.hsbc.com/R/101/FnMzNLz. 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.

Fred Neumann is joined by Chief China Economist Jing Liu to discuss whether US tariffs could be the catalyst Beijing needs to give domestic consumption a shot in the arm. Disclaimer: https://www.research.hsbc.com/R/101/JPCnLsh. 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.

Fred Neumann outlines all you need to know about the US-China tariff situation, and talks to fellow economist Justin Feng about how the US-Japan trade war of the 1980s could inform how things play out. Disclaimer: https://www.research.hsbc.com/R/101/77FDmsf. 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.

In our latest podcast, Patrick Kondarjian, Global Head of Sustainability, Markets & Securities Services, HSBC, discusses energy transition with Hans Kobler, Founder & Managing Partner of global investment firm, Energy Impact Partners. Listen to their discussion on the move away from an ideological transition to a more pragmatic energy ‘addition’. This includes the climate technologies crucial in tackling volatility in demand and supply, increasing resilience, and powering the growth of electron-hungry data centres. Hans also shares perspectives on Energy Impact Partners’ investment priorities and why energy transition was central to Davos’s biggest themes. Hosted on Acast. See acast.com/privacy for more information.

Shanella Rajanayagam, Fred Neumann and Daragh Maher assess the sweeping new tariffs announced by the Trump administration and what they mean for the economic and FX outlook. Disclaimer: https://www.research.hsbc.com/R/101/W6vDbqw. 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.

Simon Wells, Chief European Economist, considers whether the region’s economy has turned a corner and assesses the diverging paths between the ECB and Federal Reserve. Disclaimer: https://www.research.hsbc.com/R/101/tXxGzML. 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.

With President Trump back in the White House, Janet Henry, Shanella Rajanayagam and Jing Liu assess what the US’s trade agenda could mean for China and the rest of the world. Disclaimer: https://www.research.hsbc.com/R/101/ZbnTkJG. 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.

Fred Neumann and Herald van der Linde take the podcast on the road, recording a live ASEAN-focused episode from HSBC Singapore with special guests Joy Wang, Pranjul Bhandari and Joey Chew. Disclaimer: https://www.research.hsbc.com/R/101/PwmPbx9. 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.

Kim Fustier, Head of European Oil and Gas Research, assesses the competing supply and demand factors impacting the oil markets and what they could mean for prices this year. Disclaimer: https://www.research.hsbc.com/R/101/9Frp9Jj. 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.