HSBC Global Viewpoint

James Pomeroy, Global Economist, examines whether the frontloading of global trade in the first half of the year could unravel as new tariffs kick in.Disclaimer: https://www.research.hsbc.com/R/101/zDWvnwSStay 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.

Areeb Pasha and Khaled Alfakesh, the respective CFOs of fast-growth, consumer-focused tech firms in the Middle East, Dubizzle and Talabat, join Samer Deghali, Co-Head of Capital Markets and Advisory, MENAT, HSBC in this video podcast.They discuss their growth stories (including Talabat’s experience post-IPO and Dubizzle’s acquisition strategy), how they are adapting to changing consumer needs, the UAE real estate market, and their priorities ahead. They also share their advice for other businesses looking to expand in the UAE.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in London on 18 June 2025. Read more about the GCC conference here https://www.business.hsbc.com/en-gb/campaigns/hsbc-gulf-cooperation-council-conference-gccDisclaimer: Views of external guest speakers do not represent those of HSBC.

This episode is also available as a podcast, search "Global Viewpoint" on your preferred podcast player to watch, listen, and subscribe.Marcio Bogoricin, PIMCO’s Head of Asia Wealth Management (ex-Japan), joins Guan Sim Ng, HSBC’s Institutional Client Group Head in Singapore for a dynamic discussion about the strategic role of credit in private wealth.Watch or listen to their expert insights on what’s prompting Asia’s wealthy individuals to invest more in fixed income from its positive return profile to new opportunities in private credit.This episode was recorded on the sidelines of the HSBC Asia Credit Conference 2025 in Singapore. Find out more here: https://www.business.hsbc.com/en-gb/insights/financing/strategic-role-of-credit-in-private-wealthDisclaimer: Views of external guest speakers do not represent those of HSBC.

Chris Hare, Senior European Economist, and Paul Mackel, Global Head of FX Research, talk through the potential implications of the US-EU trade deal.Disclaimer: https://www.research.hsbc.com/R/101/wxSxzmwStay 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/en-gb/campaigns/global-research 

Hatem Dowidar, Group CEO of e&, joins Nabeel Albloushi, HSBC’s Head of Markets & Securities Services, MENAT, to share insights on the Middle East’s tech landscape and how e& made the shift from telecom operator to global technology group.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in London on 19 June 2025.Read more about the GCC conference here https://www.business.hsbc.com/campaigns/hsbc-gulf-cooperation-council-conference-gcc Disclaimer: Views of external guest speakers do not represent those of HSBC.

With fresh US tariffs due to come into effect on 1 August, Alastair Pinder, Head EM and Global Equity Strategist, looks at how markets are pricing in heightened uncertainty.  Disclaimer: https://www.research.hsbc.com/R/101/H9vWhSrStay 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/campaigns/global-research

Fred Neumann sits down with Head of China Autos research Yuqian Ding to talk all things EV in China, from scale and competition to autonomous driving and tank turns. Disclaimer: https://www.research.hsbc.com/R/101/DXgQnBtStay 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/campaigns/global-research

Polina Kurdyavko, Head of BlueBay Emerging Markets, shares her expertise in navigating the complexities of emerging market investments. She highlights the unique risks and opportunities investors should consider. The discussion covers the impact of oil price volatility on different regions, contrasting Argentina’s promising outlook with Venezuela’s decline. Kurdyavko also delves into investment strategies that address market volatility and the importance of central bank policies, offering insights for those looking to diversify their portfolios in these dynamic markets.

Against a backdrop of continuing uncertainty, James Pomeroy, Global Economist, explains whether the latest data – and the price of bananas - provide any clues about state of the economy.Disclaimer: https://www.research.hsbc.com/R/101/6dKvcRBStay 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/campaigns/global-research

Fred Neumann is joined by fellow Asia economists Erin Xin, Aris Dacanay and Justin Feng for a look at the key economic and political events coming up in the region in the next few months. Disclaimer: https://www.research.hsbc.com/R/101/MNXDdMqStay 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/campaigns/global-research