HSBC Global Viewpoint
HSBC
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.
Episodes
Mentioned books
Dec 11, 2025 • 12min
Under the Banyan Tree – More facts you didn't know you needed
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.
Dec 10, 2025 • 11min
Perspectives: Transforming insurance and asset servicing in Hong Kong
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.
Dec 8, 2025 • 25min
Perspectives: Where VCs are betting in Asia in 2026
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.
Dec 5, 2025 • 22min
The Macro Brief – Where next for AI?
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!
Dec 4, 2025 • 23min
Under the Banyan Tree – Fred's economics outlook for 2026
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.
Dec 2, 2025 • 16min
Perspectives: India's innovation boom
The journey to building a million-dollar company is often seen as a mix of a great idea, smart people, and a bit of luck. Anand Jain, Co-Founder and Chief Product Officer of CleverTap, joins Jonathan Yip, Head of Innovation Banking, Asia, HSBC to offer a deeper insight. Their discussion delves into the complexities of entrepreneurship, the pivotal moments in CleverTap's journey, and the broader implications for startups in the region.This episode was recorded in Mumbai during the launch of HSBC Innovation Banking in India on October 7, 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.
Nov 28, 2025 • 13min
The Macro Brief – The UK's budget tightrope
Liz Martins, Senior UK Economist, and Nick Andrews, Senior FX Strategist, talk through the key takeaways from the UK's highly anticipated budget.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/c6DrlPxStay 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.
Nov 27, 2025 • 21min
Under the Banyan Tree – EM, Asia and the grown-ups in the room
Dr Murat Ulgen joins Herald and Fred to talk AI, US outflows and Asia's influence over global emerging markets, all in the context of EM's outperformance 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/QrL2kKQStay 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.
Nov 25, 2025 • 23min
Perspectives: The investment landscape in 2026 - with Legal & General
Sonja Laud, Global Chief Investment Officer, Asset Management, Legal & General, joins Simon Derrick, HSBC’s Head of Institutional Sales, EMEA, to explore the outlook for the investment landscape in 2026 and what’s shaping the future of global financial markets. Their wide-ranging discussion covers the implications of a fragmented world order and rising debt levels, the role of AI in productivity growth, diversification across private markets, and the importance of a high-performance culture.This episode was recorded in London on 10 November 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.
Nov 25, 2025 • 18min
Under the Banyan Tree – Herald's equities outlook for 2026
Herald takes on the role of interviewee this week, as he and Fred look at what's driven Asian equity markets in 2025, and what investors are likely to be watching in the year 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/wvPzpMCStay 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.
