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HSBC Global Viewpoint

Latest episodes

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Apr 30, 2025 • 20min

Perspectives: China's economy

Keyu Jin, Professor of Economics and Author, joins Jing Liu, Chief Economist, Greater China, HSBC, for a dynamic discussion about China’s economic development.Watch or listen to their expert insights covering China’s export competitiveness, domestic consumption, structural reforms, real estate and technology sectors, and relationship with the US.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gisKeyu Jin is the author of 'The New China Playbook: Beyond Socialism and Capitalism' (2023)Disclaimer: Views of external guest speakers do not represent those of HSBC.
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Apr 28, 2025 • 27min

Perspectives: ASEAN's role in the global economy

George Yeo, Visiting Scholar, Lee Kuan Yew School of Public Policy, National University of Singapore and Former Singapore Foreign Minister, joins Che Ning Liu, Vice Chair, Corporate & Institutional Banking, HSBC. They discuss ASEAN’s role in the global economy as geopolitical competition intensifies.Watch or listen to their discussion covering strategic developments for the Association of Southeast Asian Nations, including its relationships with the US and China and the role it plays in a multi-polar world.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.
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Apr 25, 2025 • 17min

The Macro Brief – Going for gold

James Steel, Chief Precious Metals Analyst, looks at what’s behind gold’s surge to record highs and considers where prices could go from here.Disclaimer: https://www.research.hsbc.com/R/101/zj6g9gzStay 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.
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Apr 24, 2025 • 14min

Perspectives: Bonds and Currencies

In this episode of our Perspectives series, Steven Major, HSBC’s Global Head of Fixed Income Research, and Paul Mackel, HSBC’s Global Head of FX Research, discuss market developments and surprises across bonds and currencies.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.
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Apr 24, 2025 • 20min

Under the Banyan Tree - Taking the rough with the smooth

Amid a raft of GDP forecast downgrades, Fred Neumann rallies fellow economists Yun Liu, Jin Choi and Jun Takazawa for an update on the fallout from US tariffs, as well as a reminder of the macro positives that still exist in Asia. Disclaimer: https://www.research.hsbc.com/R/101/rqh7SQf. 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.
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Apr 23, 2025 • 23min

Perspectives: New Silk Roads

In this episode of our Perspectives series, world-renowned historian and author, Peter Frankopan, joins Frederic Neumann, HSBC’s Chief Asia Economist and Co-Head of Global Research Asia, for a fascinating conversation on the history of exchange through the Silk Roads and the interconnectedness of the world today.They explore how people, goods, religions and ideas flowed through global corridors for centuries, as well as new areas of connectivity across markets and regions. Watch or listen to understand more about the legacy of the Silk Roads and their influence today.This episode was recorded behind the scenes of the HSBC Global Investment Summit in Hong Kong on 26 March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.
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Apr 22, 2025 • 18min

The Macro Brief – Tariffs take their toll

Janet Henry, Global Chief Economist, and Simon Wells, Chief European Economist, assess how US tariffs and heightened uncertainty could affect growth, inflation, and monetary policy.Disclaimer: https://www.research.hsbc.com/R/101/KhW7wdPStay 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.
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Apr 17, 2025 • 22min

Under the Banyan Tree - History lessons with William Dalrymple

Fred and Herald are joined by the esteemed historian William Dalrymple for a fascinating discussion on India's role in economic history, from trade dominance in ancient times to mathematical breakthroughs and the birth of the modern number system. Disclaimer: https://www.research.hsbc.com/R/101/RlhtpSd. 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.
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Apr 16, 2025 • 25min

Perspectives: Evolution of asset management

This episode of HSBC’s Perspectives series features Franklin Templeton President and CEO, Jenny Johnson, in-conversation with Lisa McGeough, HSBC’s CEO and Head of Banking, US, discussing how asset management is adapting to market shifts and evolving investor needs.Watch or listen to their discussion covering the democratisation of private credit, the potential for AI and blockchain, and the importance of portfolio diversification.This episode was recorded behind the scenes of the HSBC Global Investment Summit in Hong Kong, March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.
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Apr 14, 2025 • 21min

Perspectives: Scaling AI

Arvind Krishna, Chairman and CEO of IBM, joins Stuart Riley, Group Chief Information Officer, HSBC, to explore AI – what it takes to scale it, the risk considerations, the opportunities for highest impact, and the cost profile. They also discuss expectations around quantum computing and the transformative potential of this technology.This episode was recorded behind the scenes of HSBC’s Global Investment Summit in Hong Kong, March 2025. Find out more: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.

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