HSBC Global Viewpoint

Having met with various clients in the US, Fred is back and reunited with Herald to discuss the main Asia talking points that investors are raising abroad.  Disclaimer: https://www.research.hsbc.com/R/61/rhFCXvm   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 Chief Multi-Asset Strategist provides a positive outlook for risk assets in 2024 and addresses investor concerns. They analyze recession signals and the importance of considering levels versus changes in indicators. The current state of credit card delinquencies and consumer stress is discussed. Sentiment data and market breadth are analyzed as indicators for real money investors. Worries about market overheating and future discussions on food and currency outlooks are mentioned.

There’s no doubt Asia, especially China, is embracing electric vehicles. So why are the share prices of so many EV and EV battery makers falling? Herald van der Linde talks to Yuqian Ding and Will Cho to understand what's going on. Disclaimer: https://www.research.hsbc.com/R/61/wFszJhZ 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.

In this episode, one of HSBC’s most senior economists explores the current inflation landscape across the globe, discussing lessons from the past and extending the analysis in his recent book, We Need to Talk About Inflation, to consider whether we are reaching a new monetary policy paradigm. 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.

Generative AI is one of the latest technological megatrends. In this episode, our experts take an in-depth look at some of the financial, ethical and societal concerns that come along with this technology, as well as the broader AI ecosystem and the benefit it brings. 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.

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.