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HSBC Global Viewpoint: Banking and Markets

Latest episodes

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Oct 25, 2023 • 27min

HSBC Sibos Spotlight series - Plotting the payments pipeline: innovation and optimisation

Eleanor Hill (TMI) is joined by Mark Evans Global Head of Cross Border and Cross Currency Payments, HSBC and Lewis Sun, Global Head of Domestic and Emerging Payments, HSBC who highlight the exciting developments that are helping treasurers to ‘get payments right’ and meet rapidly changing client expectations. Mark and Lewis explore the tools and platforms on offer that are allowing corporates to seamlessly integrate payments with trade and FX across geographies, explaining why keeping abreast of payments developments is paramount to staying competitive. Hosted on Acast. See acast.com/privacy for more information.
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Oct 20, 2023 • 11min

The Macro Brief – Europe’s inflation fight

Discussion on Europe's efforts to control inflation, including trends in Eurozone inflation and challenges in reducing service sector inflation. Debate on central bank actions and concerns over Italy's borrowing costs. Exploration of UK government's constraints on tax cuts and potential economic challenges. Summary of China's GDP data and updates on global capital expenditure growth.
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Oct 13, 2023 • 14min

The Macro Brief – Forces for growth in India and Indonesia

In this edition, Janet Henry chats with Pranjul Bhandari about the outlook for growth in India, the world's most populous economy, and Indonesia, which is set to have the fourth-largest consumer population by 2030. Disclaimer: https://www.research.hsbc.com/R/61/97zmtKl 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.
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Oct 12, 2023 • 18min

MarkeTalks: Portfolio Trends in 2024 – What will the Future Hold?

The landscape of Quantitative Investment Strategies has evolved considerably over the last 10 years. It has gone from focusing on building strategies targeting a single solution for a number of different scenarios, to now focusing on creating strategies targeting specific risk premia and that means understanding what risks markets are facing. Gabriela Tennhard, Global Head of Market & Strategic Insights for Markets & Securities Services, HSBC, is joined by James Pomeroy, Global Economist & Max Kettner, Chief Multi-Asset Strategist, both from HSBC Global Research, and Karim Traore, Head of EMEA QIS Solutions, HSBC Markets & Securities Services, as they give us an update of the current macro landscape and the outlook for equities and bonds in the short to medium term, by clicking on one of the buttons below. Hosted on Acast. See acast.com/privacy for more information.
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Oct 12, 2023 • 18min

Under the Banyan Tree - The ripple effect of China's slowdown

Fred Neumann and Herald van der Linde discuss the knock-on effects of China’s slowdown across Asia, including the impact on trade, equity markets and finance. Disclaimer: https://www.research.hsbc.com/R/61/MnXJWsC 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.
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Oct 12, 2023 • 17min

The ESG Brief – Untangling the returns knot

In this edition, the team focuses on a big problem for the apparel industry: millions of returned goods are ending up in landfills and incinerators. Plus, we look at the sector's executive pay policies and whether they encourage sustainability. Disclaimer: https://www.research.hsbc.com/R/61/RlZpgGb 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.
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Oct 10, 2023 • 28min

HSBC Transition Pathways: Opportunities and challenges of retrofitting in Real Estate

Retrofitting existing buildings to make them more sustainable is a growing trend as the real estate industry looks to meet net zero targets. In this podcast, we examine the potential of retrofitting to reduce energy emissions. We look at how it works, what investors and developers can expect, and what the financials are in the current market, from both a UK and Asia perspective. Guests Matt Mason, Partner and Head of Development at Crosstree Real Estate Partners in the UK, and Annie Feng, Sustainability Lead for Asia Pacific at Arcadis, join host Vivian Wong, Director of Real Estate Finance, HSBC Hong Kong to discuss the opportunities and challenges in the sector. For more information on HSBC’s Transition Pathways Real Estate findings discussed in the episode visit here. Hosted on Acast. See acast.com/privacy for more information.
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Oct 6, 2023 • 11min

The Macro Brief – EM’s rough ride

The podcast explores the challenges faced by emerging markets, including higher bond yields, a stronger dollar, and China's slowing recovery. It discusses the latest sentiment survey results, concerns about inflation, and the potential shift towards a bottom-up approach. The 'three S's' framework for emerging markets is explored, along with highlights from regional reports on challenges and bright spots in Asia, Europe, Central and Eastern Europe, and the Middle East and Africa.
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Oct 5, 2023 • 7min

Under the Banyan Tree - Why US bond yields matter for Asia

The podcast discusses the impact of rising US bond yields on Asian economies, including the strength of the US economy, higher interest rates, and the consequences for Asian equity markets and currencies. It explores the benefits for exporters and banks, the offsetting growth story in countries like India, and the role of Asian central banks in mitigating the effects.
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Oct 3, 2023 • 14min

HSBC Sibos spotlight series - What is the impact of shifting trading conditions, and how is this reshaping the way treasurers do business?

The podcast discusses the opportunities and challenges arising from the evolving global trade landscape, including supply chain management, ESG, and digital innovation. It explores the impact of changing trading conditions on businesses and treasurers, emphasizing the need for adaptation and addressing sustainability. The role of banks in aiding clients' transition to a new trade reality through digitization and automation is also discussed.

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