HSBC Global Viewpoint

By HSBCBusiness News Investing Business News

HSBC Global Viewpoint episodes

February 01, 2024 Under the Banyan Tree - ASEAN Insights: Philippines and Thailand
Fred Neumann and Aris Dacanay dissect two key ASEAN economies, from what Christmas dinner can tell us about The Philippines’ labour force to how Chinese dating is powering an iconic Thai export. Disclaimer: https://www.research.hsbc.com/R/61/CjNWFRF 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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18 min
January 29, 2024 HSBC Transition Pathways: Building greener growth
When it comes to reducing the carbon footprint of real estate, policy makers and regulators have traditionally focused on cutting down operational emissions – those that are produced by the in-use operation of buildings, from their heating, cooling and other uses of energy. In this podcast, we will explore the impact of design and materials on the carbon footprint of the real estate sector and
the economics behind green buildings.

Guests Johnny Yu, Advisor to the Chairman of Henderson Land Group, Kevin Ng, Senior Deputy General Manager and project lead on The Henderson building at Henderson Land Group, and Stephen Bramley-Jackson, HSBC’s Global Head of Real Estate Research, join host Gabriela Tennhard, Global Head of Market & Strategic Insights, HSBC to discuss sustainable practices in construction projects.

For more information on HSBC’s Transition Pathways Real Estate findings discussed in the episode visit here.

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29 min
January 26, 2024 The Macro Brief – To cut or not to cut?
With investors hoping for substantial interest rate cuts in 2024, Stephen King, Senior Economic Adviser, examines the dangers of premature monetary easing. Disclaimer: https://www.research.hsbc.com/R/61/6fSXSwT 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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16 min
January 25, 2024 Under the Banyan Tree - Busting the myths on Asian supply chains
Fred Neumann and Herald van der Linde are in myth-busting mode this week, debunking three widely held beliefs around the shifting landscape of Asian supply chains. Disclaimer: https://www.research.hsbc.com/R/61/FlFg9wK 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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20 min
January 19, 2024 The Macro Brief – The allure of AI
Mark McDonald, Head of Data Science and Analytics, looks at the sectors that are catching the eye of venture capital investors and the latest developments in artificial intelligence. Disclaimer: https://www.research.hsbc.com/R/61/k6GnhTL 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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14 min
January 18, 2024 Under the Banyan Tree - Red Sea disruption and the impact on Asia
Fred Neumann and Herald van der Linde sit down with Head of Shipping, Ports and Asia Transport Research, Parash Jain, to discuss the Red Sea situation and its impact on Asian shipping and supply chains. Disclaimer: https://www.research.hsbc.com/R/61/wXMcngk 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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21 min
January 12, 2024 The Macro Brief – Talking Trade
Shanella Rajanayagam, Trade Economist, considers whether a recovery is in sight for global trade in 2024 – and discusses the key risks to watch. Disclaimer: https://www.research.hsbc.com/R/61/CHtzMFX 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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9 min
January 11, 2024 Under the Banyan Tree - Things you probably didn't know about Asian markets
Herald van der Linde and Fred Neumann dissect several surprising facts, figures and market observations unearthed by our Asia Equity Strategy team. Disclaimer: https://www.research.hsbc.com/R/61/gPDqkkt 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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23 min
January 05, 2024 HSBC Transition Pathways: From supply gaps to opportunities in the materials industry
The transition to net zero relies heavily on copper, lithium, nickel and many other key natural resources. Can supply meet the expected demand? What steps is the industry taking to expand production? Are we at risk from shortages of key materials needed in the coming years? In this episode, we answer all of these questions, plus look at key opportunities in the minerals and materials space.

Guests Leonardo Buizza, Lead Supply Chains and Materials Analyst, The Energy Transitions Commission, Sophie Lu, Global Head of Heavy Industry Decarbonisation, HSBC, and Michael Willoughby, Global Head of Metals, Mining and Transition Materials, HSBC, join host Zoë Knight, Managing Director and Group Head, HSBC Centre of Sustainable Finance, for this conversation.

For more information on insights discussed in this episode visit HSBC Transition Pathways: Industrials and Chemicals.

For more insights and reports visit HSBC’s Centre of Sustainable Finance.

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36 min
January 05, 2024 The Macro Brief – The global economy in 2024
Janet Henry, Global Chief Economist, assesses the complicated backdrop facing policymakers as they attempt to keep inflation on a steady downward trajectory. Disclaimer: https://www.research.hsbc.com/R/61/BJWxSX6 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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11 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.