HSBC Global Viewpoint

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HSBC Global Viewpoint episodes

August 28 Under the Banyan Tree - What does US Treasury turmoil mean for Asia?
With US bond yields in a volatile state, Fred and Herald discuss what's going on, and crucially, what it could mean for companies, markets and economies across Asia.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://grp.hsbc/6056B10T5I

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14 min
August 26 Perspectives: Renminbi shift - From potential to practicality
Why is the Renminbi (RMB) a strategic choice for institutions?
With diversification a key driver, momentum is building in RMB usage across investment, hedging and settlement activities. The next phase reflects a shift from building access to improving usability, due to stronger market infrastructure and expanding digital use cases.
HSBC’s Asia Head of Institutional Client Group, Oliver Kadhim and Global Head of RMB Internationalisation, Vina Cheung sat down with FinanceAsia to explore its growing role across portfolio diversification, treasury and liquidity management, as well as how institutions can approach the RMB.
Watch or listen to find out more.
This episode was recorded in July 2026.
Disclaimer: Views of external guest speakers do not represent those of HSBC.
The Hongkong and Shanghai Banking Corporation Limited (“HSBC”) makes no representation or warranty (express or implied) of any nature nor is any responsibility of any kind accepted with respect to the completeness or accuracy of any information, projection, representation or warranty (expressed or implied) in, or omission from, the contents of the video. No liability is accepted whatsoever for any direct, indirect or consequential loss arising from the use of or reliance on this video.
Nothing in this video is intended by HSBC to be construed as financial, legal, accounting, tax and/or other advice. This video does not constitute an offer or solicitation for, or advice that you should enter into or start using, any of HSBC’s products and services. HSBC recommends that before you make any decision or take any action that might affect you or your business, you should make your own independent approval of any information contained in this video, and consult with suitably qualified professional advisers to obtain the appropriate financial, legal, accounting, tax and/or other advice.
11 min
August 26 Under the Banyan Tree - Fred and Herald's post-summer catch-up
Our regular hosts are reunited in the studio after several weeks and there's plenty to catch up on, from AI volatility to shifts in fund flows and the broad macro outlook for Asia.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/ClSprGF

Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research
16 min
August 25 Perspectives: Inside ADNOC Drilling
In this episode of HSBC's Perspectives series, Youssef Salem, Chief Financial Officer, ADNOC Drilling, joins Nabeel Albloushi, HSBC’s Head of Markets and Securities Services, MENAT, to discuss growth, resilience, and how ADNOC Drilling is incorporating artificial intelligence into its operations.
Watch or listen to find out more.
This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council Exchanges Conference in London, in June 2026.
Disclaimer: Views of external guest speakers do not represent those of HSBC.
11 min
August 24 Under the Banyan Tree - What is Hong Kong's Northern Metropolis?
Herald welcomes Michelle Kwok to the studio for a closer look into Hong Kong's highly ambitious, tech-fueled cross-border gateway to mainland China.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/ZFGflXP
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14 min
August 17 The Macro Brief - The AI ascendency
Following another solid US earnings season, Shiva Joon and Duncan Toms look at what’s driving the results, how AI is influencing performance, and the main themes companies are focusing on in their updates.
Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/qLNqNb6
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16 min
August 10 The Macro Brief - A turning point for US rates?
Ryan Wang and Dhiraj Narula consider the outlook for US interest rates and bond yields against a backdrop of heightened uncertainty.
Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/kL9gczJ
Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
16 min
August 03 The Macro Brief - Understanding AI cycles
Mark McDonald, Head of AI and Data Science, assesses the dominant market narratives around artificial intelligence.
Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/fdLXmWm
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18 min
August 03 Under the Banyan Tree - A watershed moment for Chinese chipmakers?
In the week of CXMT's record-setting IPO, Herald sits down with Frank Lee and Ines Lam to discuss how the company emerged and what its rise could mean for the competitive landscape in Asian memory making.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/BtGcQMx

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16 min
July 24 The Macro Brief - Competing US narratives
Alastair Pinder, Dhiraj Narula and Saul Martinez assess the tug-of-war behind US equity market performance - from AI capex spend, to higher rates, to the extraordinary earnings cycle for US financials.
Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/XJNthg6
Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
16 min

About HSBC Global Viewpoint

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We bring together thought leaders, industry experts and banking specialists to discuss the latest thinking, trends and issues that are driving international growth and creating opportunities for businesses to build networks in global markets.