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Sean McLoughlin, Senior Global Industrials Analyst, explains how the boom in AI and cloud computing is fuelling a reacceleration in global capital expenditure.
For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/B6KLVmt
Hosted on Acast. See acast.com/privacy for more information.
By HSBC Global ResearchSean McLoughlin, Senior Global Industrials Analyst, explains how the boom in AI and cloud computing is fuelling a reacceleration in global capital expenditure.
For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/B6KLVmt
Hosted on Acast. See acast.com/privacy for more information.

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