HSBC Global Viewpoint

With uncertainty still rife in the US, Fred Neumann and Herald van der Linde consider what could happen if Asian investors were to shift their focus from US investments and start looking closer to home. 

Disclaimer: https://www.research.hsbc.com/R/101/gPtXrB6. 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.

As market shifts and supply chain strains, how are North American Corporates redefining risks as a source of strength?

Hear Melissa A Hotzoglou, Head of Corporate Sales US, Markets & Securities Services and Marissa Adams, Regional Head of Europe & Americas, Global Trade Solutions on how North American corporates are reassessing their FX and broader risk management strategies. Our panel explore some practical insights to help treasurers enhance resilience, protect value, and align risk frameworks with shifting global realities.

Paul Bloxham, our Sydney-based Chief Economist for Australia, New Zealand and Global Commodities, drops by the London studio to discuss how tariff uncertainties and global growth worries are affecting commodity prices.

Disclaimer: https://www.research.hsbc.com/R/101/2scKXzM

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Herald van der Linde sits down with Economist Jin Choi and Equity Strategist Prerna Garg to discuss the future of Korea's economic and corporate landscape under the presidency of Lee Jae-myung. Disclaimer https://www.research.hsbc.com/R/101/WcHxmzl. 

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This episode of HSBC's Perspectives series features Rob Fauber, President and CEO, Moody’s, in-conversation with Danielle Johnson, HSBC’s Global Head of Institutional Clients. Rob shares his perspectives on the evolving private credit market and today’s interconnected risk landscape, as well as key moments from his own career journey – including what keeps him up at night.

Watch or listen to find out more.

This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 26 March 2025. Find out more here: grp.hsbc/gis

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Pranjul Bhandari, Chief India Economist, examines India’s interconnectedness with the global economy and considers whether the redrawing of supply chains could present new opportunities.

Disclaimer: https://www.research.hsbc.com/R/101/bHlntgR

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Herald van der Linde sits down with Prerna Garg to discuss what mainland Chinese savers could do with a mind-bending USD22trn in savings, and what that could imply for markets at home and beyond. 

Disclaimer: https://www.research.hsbc.com/R/101/tsnBdzn. 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.

AI is increasing the number of cyberattacks, but it’s also playing a crucial role in defending against them. The intersection between AI and cybersecurity is at the centre of this episode of HSBC’s Perspectives series – featuring Isabelle Meyer, Co-CEO and Co-Founder, ZENDATA Cybersecurity, in-conversation with Mark McDonald, Head of Data Science & Analytics, HSBC Global Research.

Watch or listen to their discussion on the evolving threat landscape, including the growing need to protect satellite communication, and the key considerations for investors in this space.

This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 27 March 2025. Find out more here: grp.hsbc/gis

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Alastair Pinder, Head EM and Global Equity Strategist, considers whether America is losing global investor flows following recent market volatility.

Disclaimer: https://www.research.hsbc.com/R/101/vGpnsSF

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Herald van der Linde and Fred Neumann sit down to discuss what rising US Treasury yields could mean for savings, fund flows and company listings across Asia. 

Disclaimer: https://www.research.hsbc.com/R/101/npHhLZq. 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.