HSBC Global Viewpoint

Shiva Joon, Data Scientist, and Duncan Toms, Multi-Asset Strategist, look at how artificial intelligence is helping to drive the stellar performance of many US companies.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/HJJQchfStay 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.

Global Head of Luxury and Consumer Research Erwan Rambourg joins Herald for a lively chat on the state of the luxury market across Asia and beyond.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/gdmsgksStay 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.

Trade policy is at the forefront of global discussions, impacting economies, businesses, and individuals alike. In this podcast episode, Frederic Neumann, Chief Asia Economist and Co-head of Global Investment Research Asia at HSBC, sits down with Dmitry Grozoubinski, founder of Explain Trade consultancy and author of the ‘Why Politicians Lie About Trade’ book. Together, they explore the evolving landscape of trade, the rise of protectionism, and the future of globalisation.This episode was recorded during HSBC’s International Day in Singapore, where trade and globalisation were key topics of discussion.Disclaimer: Views of external guest speakers do not represent those of HSBC.

James Pomeroy, Global Economist at HSBC, looks at three technologies that could dramatically transform the economy in the longer term - humanoid robots, autonomous driving and quantum computing.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/P2FgHBqStay 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 welcomes HSBC's Chief Precious Metals Analyst James Steel to the podcast for a comprehensive look at the recent gold rally and the critical role that markets including China and India play in the global gold trade.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/Hm6nMSqStay 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.

In this US special, Ryan Wang, US Economist, and Alastair Pinder, Head EM and Global Equity Strategist, discuss the Fed’s next move, the impact of the government shutdown and fears of an AI bubble.Disclaimer: https://www.research.hsbc.com/R/101/xfXR9xhStay 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.

ASEAN Economist Aris Dacanay joins Herald and Fred to explain why Southeast Asian economies could actually see rising market share across various sectors as a result of US import tariffs.Disclaimer: https://www.research.hsbc.com/R/101/W9vcfSdStay 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.

Jo Miyake, Head of Banking for Asia and the Middle East, Corporate and Institutional Banking, HSBC, sits down with Roberta Lipson. As Co-founder of United Family Healthcare, Vice Chair of New Frontier Health, Chair Emeritus of AmCham China and Director of the US-China Business Council, Roberta brings decades of on-the-ground experience. She provides an unparalleled look at the realities and opportunities in China’s business landscape and healthcare sector—including the “in-China-for-China” strategy, AI’s role in drug development, and recent regulatory shifts.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

Fresh from attending the IMF-World Bank annual meetings, Janet Henry, Murat Ulgen and Paul Mackel stop by our New York studio with updates on US resilience, AI, tariffs, EM, defaults and more.Disclaimer: https://www.research.hsbc.com/R/101/CXgtlpnStay 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.

Recorded in front of a live audience on 21 October 2025, Fred and Herald are joined on stage in Hong Kong by Jing Liu, Yuqian Ding and Frank Lee for a comprehensive round-up of the major macro and micro talking points in Asia.Disclaimer: https://www.research.hsbc.com/R/101/zJCkN77Stay 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.