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HSBC Global Viewpoint

Latest episodes

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Apr 10, 2025 • 15min

The Macro Brief – Assessing the tariff turmoil

Janet Henry, Chief Global Economist, and Murat Ulgen, Global Head of Emerging Markets Research, examine the fallout from US tariffs and how policymakers could respond.Disclaimer: https://www.research.hsbc.com/R/101/rrnFsFjStay 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 10, 2025 • 24min

Under the Banyan Tree - Asian tariffs in perspective

Fred Neumann is joined by fellow economists Jing Liu, Pranjul Bhandari and Aris Dacanay to tease out the nuances of US trade tariffs across Asia, with a focus on China, India, Indonesia, Thailand and the Philippines.. Disclaimer: https://www.research.hsbc.com/R/101/CNSfvhT. 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 9, 2025 • 26min

Perspectives: The world today

The second episode of our Perspectives series, ‘The world today’, features eminent historian Sir Niall Ferguson in-conversation with Stephen King, HSBC’s Senior Economic Adviser, discussing the world today and learnings from the past.Watch or listen to their discussion on geopolitics and the global economy – including US-China and US-Russia relations, European security, and learnings on economic policy from the Nixon shock.This episode was recorded behind the scenes 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 4, 2025 • 21min

Under the Banyan Tree - What does 'Liberation Day' mean for Asia?

Fred Neumann and Herald van der Linde discuss the impact of President Trump's sweeping tariff announcements on trade and growth across Asian economies. Disclaimer: https://www.research.hsbc.com/R/101/WBcStrS. 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.LINK: https://www.research.hsbc.com/R/20/ZqcQmRj
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Apr 4, 2025 • 15min

The Macro Brief – Turning up the tariffs

Shanella Rajanayagam, Paul Mackel and Simon Wells discuss the implications of the latest US tariff announcements for trade, currencies and Europe’s economy.Disclaimer: https://www.research.hsbc.com/R/101/DqG7whwStay 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 4, 2025 • 32min

Treasury Beyond Borders - Risk Redrawn: Exploring New Fault Lines

Contemporary treasurers face rising FX volatility, interest rate uncertainty, and geopolitical disruptions. How can they adapt? Join HSBC's Rahul Badhwar, Global Head of Corporate Sales  and Volkan Benihasim, Global Head of FX, EM Rates and Commodities as they talk about building resilience, improving forecasting, and leveraging AI. Our panel also explore liquidity shifts, supply chain realignment, and strategies for managing risk in an unpredictable world.
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Apr 2, 2025 • 27min

Perspectives: Backing Innovation

In the first episode of our Perspectives series, Cathie Wood, Founder, CEO and CIO at Ark Invest, joins David Liao, HSBC’s Co-CEO, Asia and the Middle East. In this wide-ranging and candid conversation, they discuss the innovation economy across China and the US as well as the platforms driving tech transformation.Watch or listen to their discussion on investing in innovation in the world’s largest economies – from technology competitiveness, policy and market developments, through to emerging opportunities and entrepreneurial zeal.This episode was recorded behind the scenes of HSBC’s Global Investment Summit in Hong Kong. Find out more here: https://www.gbm.hsbc.com/en-gb/campaigns/global-investment-summitDisclaimer: Views of external guest speakers do not represent those of HSBC.
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Mar 28, 2025 • 14min

The Macro Brief - Talking points from the HSBC Global Investment Summit

From trade and policy priorities to new growth opportunities, Janet Henry, Global Chief Economist, and Fred Neumann, Chief Asia Economist, join Piers Butler to discuss the key takeaways from this year’s event in Hong Kong.Disclaimer: https://www.research.hsbc.com/R/101/Kvl7rCnStay 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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Mar 27, 2025 • 16min

Under the Banyan Tree - Korea, Taiwan and the cracks in AI

Amid the hype about mainland China's role in the AI boom, Herald van der Linde and Fred Neumann take a look at two other key markets in the story, and how they're contributing to a growing consumer-led economy across Asia. Disclaimer: https://www.research.hsbc.com/R/101/gCFttrB. 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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Mar 21, 2025 • 21min

The Macro Brief – How well do you understand AI?

Mark McDonald, Head of Data Science and Analytics, picks apart some of the most common misconceptions about artificial intelligence that frequently come up in discussions with investors.Disclaimer: https://www.research.hsbc.com/R/101/mM7BHstStay 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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