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HSBC Global Viewpoint

Latest episodes

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Apr 17, 2025 • 22min

Under the Banyan Tree - History lessons with William Dalrymple

Fred and Herald are joined by the esteemed historian William Dalrymple for a fascinating discussion on India's role in economic history, from trade dominance in ancient times to mathematical breakthroughs and the birth of the modern number system. Disclaimer: https://www.research.hsbc.com/R/101/RlhtpSd. 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.
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Apr 16, 2025 • 25min

Perspectives: Evolution of asset management

This episode of HSBC’s Perspectives series features Franklin Templeton President and CEO, Jenny Johnson, in-conversation with Lisa McGeough, HSBC’s CEO and Head of Banking, US, discussing how asset management is adapting to market shifts and evolving investor needs.Watch or listen to their discussion covering the democratisation of private credit, the potential for AI and blockchain, and the importance of portfolio diversification.This episode was recorded behind the scenes of the HSBC Global Investment Summit in Hong Kong, March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.
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Apr 14, 2025 • 21min

Perspectives: Scaling AI

Arvind Krishna, Chairman and CEO of IBM, joins Stuart Riley, Group Chief Information Officer, HSBC, to explore AI – what it takes to scale it, the risk considerations, the opportunities for highest impact, and the cost profile. They also discuss expectations around quantum computing and the transformative potential of this technology.This episode was recorded behind the scenes of HSBC’s Global Investment Summit in Hong Kong, March 2025. Find out more: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.
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Apr 10, 2025 • 15min

The Macro Brief – Assessing the tariff turmoil

Janet Henry, Chief Global Economist, and Murat Ulgen, Global Head of Emerging Markets Research, examine the fallout from US tariffs and how policymakers could respond.Disclaimer: https://www.research.hsbc.com/R/101/rrnFsFjStay 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.
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Apr 10, 2025 • 24min

Under the Banyan Tree - Asian tariffs in perspective

Fred Neumann is joined by fellow economists Jing Liu, Pranjul Bhandari and Aris Dacanay to tease out the nuances of US trade tariffs across Asia, with a focus on China, India, Indonesia, Thailand and the Philippines.. Disclaimer: https://www.research.hsbc.com/R/101/CNSfvhT. 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.
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Apr 9, 2025 • 26min

Perspectives: The world today

The second episode of our Perspectives series, ‘The world today’, features eminent historian Sir Niall Ferguson in-conversation with Stephen King, HSBC’s Senior Economic Adviser, discussing the world today and learnings from the past.Watch or listen to their discussion on geopolitics and the global economy – including US-China and US-Russia relations, European security, and learnings on economic policy from the Nixon shock.This episode was recorded behind the scenes of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.
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Apr 4, 2025 • 21min

Under the Banyan Tree - What does 'Liberation Day' mean for Asia?

Fred Neumann and Herald van der Linde discuss the impact of President Trump's sweeping tariff announcements on trade and growth across Asian economies. Disclaimer: https://www.research.hsbc.com/R/101/WBcStrS. 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.LINK: https://www.research.hsbc.com/R/20/ZqcQmRj
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Apr 4, 2025 • 15min

The Macro Brief – Turning up the tariffs

Shanella Rajanayagam, Paul Mackel and Simon Wells discuss the implications of the latest US tariff announcements for trade, currencies and Europe’s economy.Disclaimer: https://www.research.hsbc.com/R/101/DqG7whwStay 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.
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Apr 4, 2025 • 32min

Treasury Beyond Borders - Risk Redrawn: Exploring New Fault Lines

Contemporary treasurers face rising FX volatility, interest rate uncertainty, and geopolitical disruptions. How can they adapt? Join HSBC's Rahul Badhwar, Global Head of Corporate Sales  and Volkan Benihasim, Global Head of FX, EM Rates and Commodities as they talk about building resilience, improving forecasting, and leveraging AI. Our panel also explore liquidity shifts, supply chain realignment, and strategies for managing risk in an unpredictable world.
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Apr 2, 2025 • 27min

Perspectives: Backing Innovation

In the first episode of our Perspectives series, Cathie Wood, Founder, CEO and CIO at Ark Invest, joins David Liao, HSBC’s Co-CEO, Asia and the Middle East. In this wide-ranging and candid conversation, they discuss the innovation economy across China and the US as well as the platforms driving tech transformation.Watch or listen to their discussion on investing in innovation in the world’s largest economies – from technology competitiveness, policy and market developments, through to emerging opportunities and entrepreneurial zeal.This episode was recorded behind the scenes of HSBC’s Global Investment Summit in Hong Kong. Find out more here: https://www.gbm.hsbc.com/en-gb/campaigns/global-investment-summitDisclaimer: Views of external guest speakers do not represent those of HSBC.

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