This podcast explores the risks and their impact on equity markets, with a focus on geopolitical risks, inflation, and a potential China slowdown. It discusses methods for identifying and pricing new risks in the market, and emphasizes the importance of assessing what risks are already factored into valuations. The chapter also highlights the current state of the global economy and geopolitical landscape, mentioning Taiwanese equities outperforming in the election season.

Herald van der Linde is joined by Joy Wang and Prerna Garg for a big picture discussion on one of Asia's best growth and investment stories - Indonesia. They cover topics from demographics, to consumer trends, and how things have changed since Herald lived there in the '90s. Disclaimer: https://www.research.hsbc.com/R/61/ZTl7BS7 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. Hosted on Acast. See acast.com/privacy for more information.

The podcast explores the US's aim to develop a clean hydrogen economy, highlighting the distinctions between gray, green, and blue hydrogen. It discusses the differences in hydrogen regulations and support between the US and Europe and mentions potential government funding in the US. The podcast also explores funding and production targets for clean hydrogen and its potential adoption in large-scale industries. Additionally, it discusses hydrogen's role as a fuel for electric vehicles, particularly focusing on progress in California.

Exploring the causes behind the decline in investor sentiment in Asian markets, including concerns over Chinese growth and US interest rates. Impact of interest rates in the US and the growth in China on global stock markets. Potential scenarios for Chinese equities and the challenges faced by Jakarta, including sinking.

This podcast discusses the growing trend of nearshoring in Mexico and why it is an attractive location. It explores the opportunities and challenges of nearshoring, particularly in the automotive industry. The podcast also highlights the challenges faced by the Mexican economy and the regional development in southern states. Overall, it provides insights into the complex and important issues facing emerging markets.

Following the announcement of the Financial Institutions (Resolution) (Contractual Recognition of Suspension of Termination Rights—Banking Sector) Rules, all counterparties with existing non-Hong Kong law financial contracts embedded with an early termination right must ensure they are compliant with these rules before the regulatory deadline of February 2024 - by adhering to the Hong Kong Jurisdictional Module found on the ISDA website, signing an Omnibus Amendment Agreement or bilaterally amending their contracts.Listen as Navin Desor, Head of Legal, Markets and Securities Services, HSBC, Asia-Pacific and Deborah Hajasi, Head of Markets Regulatory Change, HSBC, Asia-Pacific take a look with Michael Small, Project Manager, Transformation, Markets and Securities Services, HSBC, at the ‘what’, ‘why’, ‘when’, ‘who’, ’how’ and ‘what-if’ of the Stay Rules. Hosted on Acast. See acast.com/privacy for more information.

With the transition to the T+1 settlement cycle set to take place in May 2024, we look at what the impacts are expected to be, including challenges around time zones, FX and liquidity. We also talk about what clients should be focusing on and how HSBC is enhancing its offerings to provide support in this transition. Emerging Markets Spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC. Hosted on Acast. See acast.com/privacy for more information.

Liz Martins considers how the latest macro data could affect the UK’s next rate decision, and Daragh Maher looks at whether the dollar can continue to strengthen. Disclaimer: https://www.research.hsbc.com/R/61/trpqhfp 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. Hosted on Acast. See acast.com/privacy for more information.

Vinay Mendonca, Chief Growth Officer at HSBC and Gert Sylvest, Co-Founder of Tradeshift discuss driving supply chain resilience and bridging the trade finance gap. They explore the impacts of COVID-19 on access to credit, the HSBC and TradeShift joint venture, adopting new business models for supply chain resiliency, and the excitement surrounding the emerging B2B embedded finance base.

Frank Lee and Charlene Liu discuss China's AI development, including monetization strategies and the evolution of GPU chips. They explore revenue opportunities, regulation, and the differences between Chinese and international companies in the AI landscape.