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HSBC Global Viewpoint: Banking and Markets
Under the Banyan Tree - Thailand: Investment, influencers and Indian weddings
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Fred Neumann welcomes ASEAN Economist Aris Dacanay to the podcast for a close look at what makes Thailand's economy tick. Disclaimer: https://www.research.hsbc.com/R/101/wCRFVBM. 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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The Macro Brief – All about Asia
14:29|From tariffs to demographics to growth, we catch up with Fred Neumann, Chief Asia Economist, to discuss the issues facing the region’s economies. Disclaimer: https://www.research.hsbc.com/R/101/hvXVMPn. 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.Under the Banyan Tree - Firmer foundations for China property
15:08|Herald van der Linde sits down with Head of Asia Real Estate Research Michelle Kwok to discuss a turnaround that few investors had faith in a year ago. Disclaimer: https://www.research.hsbc.com/R/101/9R7FsTF. 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.SustainabilityTalks: Structured Credit & Sustainability uncovered – with Carmignac
22:27|In our latest podcast, Natalya Oram, Director, Global Sustainability Solutions, Markets & Securities Services, HSBC, discusses ESG in fixed income and collateralised loan obligations (CLOs), with Florian Viros and Imane Kabbaj of European investment manager, Carmignac. Listen to their perspectives on ESG’s influence on credit quality and credit risk as well as its role in the growing market for CLOs. They also share insights on the outlook for CLOs in driving investment performance.The Macro Brief – Currency asymmetry
14:43|Daragh Maher, Senior FX Strategist, explains what continued trade policy uncertainty means for the world’s major currencies. Disclaimer: https://www.research.hsbc.com/R/101/qnvSGdH. 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.Under the Banyan Tree - What to expect from China's NPC
12:50|Herald van der Linde catches up with Chief China Economist Jing Liu ahead of Beijing's top-level policy congress, including what we can glean from Xi Jinping's recent meeting with business and technology leaders. Disclaimer: https://www.research.hsbc.com/R/101/JbvRjXF. 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.Navigating the AI Wave: Innovations in Commercial Payments
26:41|Manish Kohli, Head of Global Payments Solutions of HSBC and Amit Mallick, Digital Payments Lead, Europe of Accenture, explore how AI is revolutionising treasury, and in particular, commercial payments. Our guests discuss AI’s disruptive impact on commercial payments, from fraud prevention and FX optimisation to strategic decision-making. They share practical insights on accelerating adoption and explain why, whilst not a silver bullet, AI holds immense potential to add significant value to treasury operations.Discover the full report from the HSBC Treasury Solutions Group website.The Macro Brief – Europe and tariffs
09:58|Chris Hare looks at the possible impact of US tariffs on European growth and inflation, and assesses the challenges facing the German economy ahead this weekend’s crucial election. Disclaimer: https://www.research.hsbc.com/R/101/Qc9M7cN. 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.Under the Banyan Tree - China's rally and the psychology of stock markets
21:43|Fred Neumann welcomes his fellow Co-Head of Asia Research, Eliot Camplisson, to the podcast for a look at what’s made investors U-turn on Chinese equities in recent months. Disclaimer: https://www.research.hsbc.com/R/101/kMpRwHb. 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 Macro Brief – The UK’s growth problem
10:29|Liz Martins and Nick Andrews assess the prospects for the UK economy and sterling against a backdrop of weak growth and sticky inflation. Disclaimer: https://www.research.hsbc.com/R/101/FnMzNLz. 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.