HSBC Global Viewpoint

Discussion on recent Fed and BOE meetings and the expectation of rate cuts. Analysis of inflation, economic growth, and policy rates. Bank of England's decision to keep interest rates unchanged and the uncertainty surrounding future monetary policy. Limitations of fiscal policy and potential for tax cuts. Outlook for oil markets and supply chain disruption.

Economist and host discuss strong economic growth in Philippines due to rise of small businesses and positive demographic trends. Impact of AI on job market in Philippines and government's efforts to integrate AI without eliminating jobs. Exploring potential of Filipino hip hop globally and challenges of Thailand's growth amidst aging population and high household debt. Challenges Thailand faces as becoming a super-age society and transition to electric vehicles. Tourism recovery in Thailand with focus on role of Chinese tourists.

When it comes to reducing the carbon footprint of real estate, policy makers and regulators have traditionally focused on cutting down operational emissions – those that are produced by the in-use operation of buildings, from their heating, cooling and other uses of energy. In this podcast, we will explore the impact of design and materials on the carbon footprint of the real estate sector and the economics behind green buildings. Guests Johnny Yu, Advisor to the Chairman of Henderson Land Group, Kevin Ng, Senior Deputy General Manager and project lead on The Henderson building at Henderson Land Group, and Stephen Bramley-Jackson, HSBC’s Global Head of Real Estate Research, join host Gabriela Tennhard, Global Head of Market & Strategic Insights, HSBC to discuss sustainable practices in construction projects.  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.

The dangers of premature monetary easing and the risks associated with interest rate cuts in 2024 are discussed. Historical examples of rate cuts leading to economic overheating and stock market crashes are explored. The strength of the US economy and the housing market, as well as the interplay between monetary and fiscal policies, rising government debt, and the challenges ahead are analyzed. The chapter concludes by discussing the dangers of premature easing and the importance of conservative policy in an uncertain world.

Fred Neumann and Herald van der Linde debunk myths about Asian supply chains, discussing the shifting dynamics and China's dominant role. They explore the impact of Chinese companies investing in Southeast Asia, the reality of supply chain movements in Asia, and the challenges of diversifying supply chains. They also discuss the potential benefits for India's growth through supply chain diversification.

Mark McDonald, Head of Data Science and Analytics, looks at the sectors that are catching the eye of venture capital investors and the latest developments in artificial intelligence. Disclaimer: https://www.research.hsbc.com/R/61/k6GnhTL 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.

Fred Neumann and Herald van der Linde sit down with Head of Shipping, Ports and Asia Transport Research, Parash Jain, to discuss the Red Sea situation and its impact on Asian shipping and supply chains. Disclaimer: https://www.research.hsbc.com/R/61/wXMcngk 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.

Shanella Rajanayagam, Trade Economist, discusses the expected growth in world exports this year and the main risks to trade in 2024, including geopolitical tensions and climate-related risks. She also talks about supply chain adjustments and key dates in global trade, such as the US election and EU-China tensions.

Herald van der Linde and Fred Neumann dissect several surprising facts, figures and market observations unearthed by our Asia Equity Strategy team. Disclaimer: https://www.research.hsbc.com/R/61/gPDqkkt 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 transition to net zero relies heavily on copper, lithium, nickel and many other key natural resources. Can supply meet the expected demand? What steps is the industry taking to expand production? Are we at risk from shortages of key materials needed in the coming years? In this episode, we answer all of these questions, plus look at key opportunities in the minerals and materials space. Guests Leonardo Buizza, Lead Supply Chains and Materials Analyst, The Energy Transitions Commission, Sophie Lu, Global Head of Heavy Industry Decarbonisation, HSBC, and Michael Willoughby, Global Head of Metals, Mining and Transition Materials, HSBC, join host Zoë Knight, Managing Director and Group Head, HSBC Centre of Sustainable Finance, for this conversation. For more information on insights discussed in this episode visit HSBC Transition Pathways: Industrials and Chemicals.For more insights and reports visit HSBC’s Centre of Sustainable Finance. Hosted on Acast. See acast.com/privacy for more information.