

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

Oct 20, 2025 • 18min
Perspectives: Private equity in China
Dr. Fred Hu, Founder, Chairman and CEO of Primavera Capital Group and Oliver Kadhim, Head of Institutional Client Group, Asia, HSBC, dive into the evolving investment landscape in China, the importance of long-term partnerships, and the role of technology in driving future growth.This episode was recorded on the sidelines of HSBC’s 12th Annual China Conference in Shenzhen on 2 September 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.

Oct 17, 2025 • 14min
The Macro Brief – Tech supremacy
Sean McLoughlin, Senior Global Industrials Analyst at HSBC, dives deep into the impact of tech on global capital expenditure. He reveals a remarkable 24% year-over-year surge driven by AI and cloud computing. McLoughlin discusses the shift of top corporate spenders from oil and gas to tech, predicting nearly three-quarters of capex in 2025 will come from tech firms. He warns of potential power bottlenecks as rapid investments accelerate and explores the regional disparities in capex, particularly highlighting China's ongoing weaknesses.

Oct 16, 2025 • 19min
Under the Banyan Tree – Getting the boring stuff right
Herald catches up with Chief China Economist Jing Liu as Beijing gears up for its fourth plenum, where the economic agenda for next five years will be set.Disclaimer: https://www.research.hsbc.com/R/101/dxd6clmStay 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.

Oct 14, 2025 • 33min
Spotlight on the Global Trade Landscape
Join Vivek Ramachandran, Head of Global Trade Solutions, and James Pomeroy from HSBC Research in this insightful podcast episode as they delve into the complexities of today's global trade landscape. With uncertainty still a defining feature, they explore how unpredictability in tariff exemptions and carve-outs is impacting business decisions and investment strategies. Discover how companies are tactically responding through stockpiling and shifting production to low-cost countries and learn about the winners and losers in this fragmented tariff regime. Vivek and James also discuss the dampening effect of lower energy costs on tariff impacts and the critical role of policy choices and corporate adaptation in shaping the future of global trade. Watch for expert analysis and strategic insights that can help businesses navigate these challenging times.

Oct 13, 2025 • 18min
Perspectives: China - Middle East connectivity
The Middle East – China corridor is entering a new era of economic partnership, focused on capital, talent, technology and new energy. Simon Williams, Chief Economist, CEEMEA Economist, HSBC and Ben Simpfendorfer, Asia Pacific Lead, Oliver Wyman Forum and Partner Oliver Wyman delve into this transformation in the latest HSBC Perspectives episode.This episode was recorded on the sidelines of HSBC’s 12th Annual China Conference in Shenzhen on 1 September 2025. Disclaimer: Views of external guest speakers do not represent those of HSBC.

Oct 10, 2025 • 20min
The Macro Brief – The LatAm low-down with Joseph Incalcaterra
Fresh from HSBC's inaugural Brazil Forum, Head of LatAm Macro Strategy Joseph Incalcaterra joins Aline van Duyn to discuss the macro landscape across Latin America's key economies.Disclaimer: https://www.research.hsbc.com/R/101/NBdxbGKStay 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.

Oct 9, 2025 • 14min
Under the Banyan Tree – A macro whip round the region
Fred has the studio all to himself, and that can only mean one thing: a comprehensive review of the key talking points shaping Asian economics from tariffs to central bank action and, of course, AI.Disclaimer: https://www.research.hsbc.com/R/101/xglRmRgStay 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.

Oct 6, 2025 • 15min
Perspectives: China's luxury consumption
Tian Lu, CEO of HSBC Qianhai Securities, sits down with Alain Li, President of the French Chamber of Commerce in Hong Kong, to discuss how Chinese consumption has evolved, the rise of local luxury brands, and what the future holds for the luxury market in China. This episode was recorded on the sidelines of HSBC’s 12th Annual China Conference in Shenzhen on 1 September 2025. Disclaimer: Views of external guest speakers do not represent those of HSBC.

Oct 3, 2025 • 14min
The Macro Brief – Europe on a mission
Simon Wells, Chief European Economist at HSBC Global Research, delves into the Eurozone's growth prospects and inflation challenges. He highlights how the ECB's strategies have led to a swift inflation reduction and discusses the persistent inflation issues in the UK. Wells also explores the impact of national fiscal policies on Eurozone growth, particularly Germany and France's contrasting approaches. He forecasts potential inflation spikes by 2027 and evaluates the risks to Europe from external factors like the US government shutdown.

Oct 2, 2025 • 17min
Under the Banyan Tree – Commodities in context
From inflation to political tensions, Paul Bloxham, Chief Economist for Global Commodities, joins Fred to talk through various factors keeping commodity markets deceptively flat at the moment.Disclaimer: https://www.research.hsbc.com/R/101/S9wjzKPStay 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.