HSBC Global Viewpoint: Banking and Markets cover image

HSBC Global Viewpoint: Banking and Markets

Latest episodes

undefined
Mar 16, 2023 • 15min

Under the Banyan Tree - China’s NPC: What happened and why it matters

Herald van der Linde is joined by Jing Liu and Erin Xin from our China Economics team to discuss various takeaways from Beijing's annual policy forum, including top-level appointments, growth targets and tighter financial services regulation. Disclaimer: https://www.research.hsbc.com/R/51/vNdtBQV. 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.
undefined
Mar 10, 2023 • 15min

The Macro Viewpoint - EM bulls, Fed hikes, and a global data check

Murat Ulgen looks at why investors are turning more bullish in our latest EM sentiment survey, James Pomeroy assesses the latest global economic data and Ryan Wang explains why further US rate hikes are now likely. Disclaimer: https://www.research.hsbc.com/R/51/lG9PGsd 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.
undefined
Mar 9, 2023 • 16min

Under the Banyan Tree - Japan and the BoJ: Understanding a unique economy

With a new central bank governor and questions over the future of Japan's ultra-low interest rates, Herald van der Linde speaks to James Lee, Chief Japan Economist, and Joey Chew, Senior Asia FX Strategist, about the country's macro outlook. Disclaimer: https://www.research.hsbc.com/R/51/LZkKJgP. 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.
undefined
Mar 6, 2023 • 12min

DigiTalks - Future of Insurance: Adapting to Digital

Managing data is paramount for today’s insurers. Here we focus on how insurers can better manage their data by looking at how data can be used and stored more effectively. Listen as Sam Ray, Director in the Insurance Sector Product team, Markets & Securities Services HSBC discusses this in detail with Paul Clark, Head of Digital, Data & Innovation - Europe & Americas. Hosted on Acast. See acast.com/privacy for more information.
undefined
Mar 3, 2023 • 17min

The Macro Viewpoint - China policy preview, a boost for the UK, dollar drivers

Erin Xin outlines what to expect from China's upcoming National People's Congress, Liz Martins explains why there is some good news for the UK economy and Daragh Maher looks at the drivers behind the dollar’s rally. Disclaimer: https://www.research.hsbc.com/R/51/LSwQBkH 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.
undefined
Mar 2, 2023 • 16min

Under the Banyan Tree - Geopolitics deconstructed

Herald van der Linde and Fred Neumann break down the impacts of geopolitical risk on Asian economies and financial markets, from trade tensions to supply chains and capital flows.Disclaimer: https://www.research.hsbc.com/R/51/QPGJtHq. 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.
undefined
Feb 24, 2023 • 19min

The Macro Viewpoint -- The rise of Avatars, Europe's hawks and Brazil's fiscal concerns

 In this edition, Mark McDonald investigates the rise of Generative AI and an Avatar joins him. Simon Wells looks at what the latest economic data says about recession risks in Europe. Ana Madeira addresses the rise of fiscal concerns in Brazil. Disclaimer: https://www.research.hsbc.com/R/51/WPpc7Nl 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.
undefined
Feb 23, 2023 • 19min

Under the Banyan Tree - Shouldn’t we be done with inflation by now?

Fred Neumann and Herald van der Linde are back in the studio discussing why, two months into 2023, inflation and central bank action are still major themes across Asian markets and economies. Disclaimer: https://www.research.hsbc.com/R/51/pgsJnDJ. 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.
undefined
Feb 20, 2023 • 12min

DigiTalks - Exploring DORA - The EU’s Digital Operational Resilience Act

In this podcast we explore the EU’s Digital Operational Resilience Act (DORA), which entered into force in January 2023 with application from January 2025. Listen as Mhairi Sandeman, HSBC Securities Services’ Senior Product Manager for Global Trustee and Fiduciary Services, speaks with Claire Harrop, Senior Associate in the Financial Institutions Group at Freshfields, to help digest the final DORA requirements and consider the steps financial entities need to take to be ready. Hosted on Acast. See acast.com/privacy for more information.
undefined
Feb 17, 2023 • 19min

The Macro Viewpoint - China's speedy recovery, batteries and brownouts

In this edition, Jing Liu outlines why China's growth may be faster than expected. Linnet Cotterill explains the EU's big spotlight on the EV battery supply chain, and David Faulkner looks at the fiscal strains in South Africa. Disclaimer: https://www.research.hsbc.com/R/51/ssW7Qsh 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.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode