HSBC Global Viewpoint

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.

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.

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.

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.

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.

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.

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.

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.

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.

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