HSBC Global Viewpoint

Inti Pérez, Director of Corporate Social Responsibility and Sustainability, Heineken Mexico, joins Natalie Blyth, Global Head of Sustainable Finance & Transition, HSBC, and Jose Carlos Sanchez, Mexico Chief Economist, HSBC Global Investment Research to provide an in-depth look at Heineken’s sustainability journey. The discussion highlights the pivotal role collaboration plays in helping companies achieve their decarbonisation goals.This episode was recorded on 16 October 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.

In this discussion, Daragh Maher, Head of Digital Assets Research at HSBC, dives into the evolution of digital assets, highlighting the mainstream rise of tokenized money by 2025. He explores tokenized bank deposits as a potential game-changer and the evolving landscape of stablecoins, especially regarding their relationship with treasury securities. Daragh also examines regulatory shifts in the US compared to China and Hong Kong, and underscores the efficiency gains from atomic settlement while addressing centralization concerns and the future of tokenized markets.

In our final episode of the year, Herald and Fred reflect on what surprised them most across Asian markets and economics in 2025.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/H7jvjLSStay 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.

Boon Keat (BK) Chua, CEO of Glife Technologies, joins Jonathan Yip, Asia Head of HSBC Innovation Banking, and Neil Falconer, Head of HSBC Innovation Banking in Singapore. They discuss BK’s transition from the military to the commercial sector, leading to his role at Glife Technologies, a Singapore-founded agritech firm committed to improving the food supply chain's efficiency and transparency, by connecting farmers with F&B operators. BK discusses the challenges faced during the COVID-19 pandemic and growth opportunities for ASEAN startups, emphasising a proactive approach to regional growth and the advantages of Singapore’s startup ecosystem.This episode was recorded during the launch-week of HSBC Innovation Banking in Singapore on 28 October 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.

Our US team identifies key issues to watch in 2026 – from what the Federal Reserve will do next, to whether the AI bubble will burst, to US fiscal friction.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/mVlwHgWStay 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.

Fred's got his hands on Herald's latest compilation of quirky facts and stats. From giant shopping malls to a company you've probably never heard of outperforming Google, this episode's for anyone looking to flex some knowledge at holiday parties.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/qKmt7KVStay 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.

Ellick Tsui, Deputy CEO and CFO, CTF Life, joins Fiona Horsewill, Global Head of Securities Services, HSBC, and Lisa O’Connor, Global Head of Client Change in Securities Services, HSBC, to discuss the pivotal role insurance and asset servicing play in fortifying Hong Kong as a leading international financial hub.This episode was recorded on 14 October 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.

Rohit Agarwal, Managing Director at Peak XV and a seasoned investor in the Asian tech landscape, shares his insights on the future of venture capital. He highlights why Singapore is becoming a crucial hub for startups, fueled by its talent pool and global company presence. Rohit discusses how AI is reshaping team dynamics, prompting founders to migrate to urban centers. He also touches on the resurgence of profitable Southeast Asian firms, the importance of predictable growth for exit strategies, and the significant potential of AI in healthcare.

Mark McDonald, Head of AI and Data Science at HSBC, and Yuning Bai, Data Scientist, delve into the evolving landscape of artificial intelligence in finance. They discuss the rapid adoption of AI in the US compared to Europe and explore whether AI can generate profitable FX trade ideas. The duo highlights the struggle of models to replace human intuition and warns about biases in AI recommendations. They also define agentic AI, emphasizing its potential along with the need for human oversight to mitigate risks. Is the AI boom a bubble? They dissect this debate too!

Herald turns interviewer this week and Fred's in the spotlight, as our co-hosts discuss trade, consumption, central bank action and more across Asia in 2026.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/vH9rXCWStay 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.