HSBC Global Viewpoint

<p>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.</p><p>Join us as we discuss the latest insights on Global Economics, ESG, Payments and Cash Management, Emerging Markets, Global Trade, Supply Chains, cutting-edge Financial Technology and more.</p><p>For more information about anything you heard on this podcast or to learn how HSBC can help your business find international growth opportunities, please visit <a href="http://grp.hsbc/gvbm">https://www.gbm.hsbc.com/</a>.</p><p>Hosted on Zencastr. See <a href="https://acast.com/privacy">https://zencastr.com/privacy-policy</a> for more information.</p>

Treasury Beyond Borders - Treasury's AI future: Balancing efficiency, trust and human judgement

Artificial intelligence is starting to make a tangible impact in treasury, from sharper forecasting to faster decision-making. In this episode of Treasury Beyond Borders, Rahul Badhwar, Global Head of Corporate Sales, Markets and Securities Services, HSBC and Allen Li, Global Head of Digital and Distribution, Markets and Securities Services, HSBC discuss how treasurers can benefit from AI today, and where its limits remain. They debate the role of AI in automating workflows, improving data analysis, and supporting risk management – while underlining the importance of governance, transparency, and human judgement. The episode also introduces HSBC AI Markets, a platform that brings data, analytics, and execution together for more efficient treasury operations. Disclaimers: HSBC AI Markets is for existing clients. The information contained in marketing materials is for demonstration only. The Bank is not responsible for any loss, damage, or other consequences of any kind that you may incur or suffer as a result of, arising from or relating to your use or reference of the information in this material. The information provided to you on HSBC AI Markets is intended only for professional sophisticated and/or eligible clients, investors or counterparties. HSBC AI Markets allows users to access certain HSBC data using Natural Language Processing ('NLP') which provides the ability to interpret and comprehend human language. The NLP parser employed by HSBC AI Markets will attempt to match a user's query to the appropriate answer based on the data available to it. Aspects of this NLP model use Machine Learning which is a subset of artificial intelligence using mathematical tools and algorithms to create a model that can be used to make predictions. HSBC AI Markets does not use Generative AI which builds on Machine Learning to take content in the form of text or other formats and generate new context as text or other formats. Information provided by HSBC AI Markets is indicative, its accuracy may vary and should be used for information purposes only.

09-23
25:35

Perspectives: China trade – navigating protectionism

Jing Liu, Chief Economist, Greater China, HSBC Global Investment Research, speaks with Professor Xinquan Tu, Dean and Professor, China Institute for WTO Studies, University of International Business and Economics, to explore the evolving dynamics of trade policies, tariff impacts, and the delicate balance between decoupling and collaboration. This episode was recorded on the sidelines of HSBC's 12th Annual China Conference in Shenzhen on 1 September 2025. Disclaimer: Views of external guest speakers do not represent those of HSBC.

09-22
19:25

The Macro Brief – Understanding digital money

Daragh Maher, Head of Digital Assets Research, discusses which of the competing visions for digital money could become the most dominant. Disclaimer: https://www.research.hsbc.com/R/101/rQFq99n 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.

09-19
18:10

Under the Banyan Tree – The growth-inflation tug-of-war

With the Fed lowering interest rates, and talk of similar cuts in Asia, Fred and Herald discuss how dynamics in the region differ from the US, and what the tug-of-war between growth and inflation means for Asian stock markets. Disclaimer: https://www.research.hsbc.com/R/101/6gbsHL7 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.

09-19
18:54

Perspectives: China's economic relationship with the West

Three renowned experts discuss China's economic relationship with Europe and the US. Dr Frederic Neumann, Chief Asia Economist and Co-head of Global Investment Research Asia, HSBC, is joined by Joerg Wuttke, Partner, DGA Group, and Chris Johnson, President and CEO, China Strategies Group. They share insights on the big themes impacting China-US and China-Europe relations, including trade tensions, investment, overcapacity, technology competition, the opportunities for multinational corporates in China, and much more. This episode was recorded on the sidelines of HSBC's 12th Annual China Conference in Shenzhen on 1 September 2025. Disclaimer: Views of external guest speakers do not represent those of HSBC.

09-17
13:55

The Macro Brief – US rate cuts & spending gluts

Ahead of the Federal Reserve's September meeting, US economist Ryan Wang assesses the potential pace of interest rate cuts and the implications of the growing US deficit. Disclaimer: https://www.research.hsbc.com/R/101/CwxmMFV 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.

09-12
14:16

Under the Banyan Tree – Is a generational investment shift upon us?

Fred and Herald sit down to discuss the idea that there could be a fundamental shift happening in global investment patterns. The question is, if investors are looking beyond the US market, what could that mean for Asia? Disclaimer: https://www.research.hsbc.com/R/101/7WnBPrD 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.

09-11
17:08

Treasury Beyond Borders - Treasury in 2030: India's playbook from UPI to the digital rupee

Join Aditya Lakhanpal, Managing Director, Corporate Sales, Markets and Securities Services, HSBC India and Mohit Agarwal, Managing Director, Head of Global Trade Solutions, India and South Asia, HSBC as they share essential insights for treasurers navigating change in one of the world's fastest-growing markets. From UPI's instant payments and the digital rupee to GIFT City's rise and ESG integration, this episode explores the opportunities and challenges reshaping cash, liquidity, and risk management.

09-09
24:44

The Macro Brief – The UK's perfect storm

From sticky inflation to precarious public finances, Liz Martins, Senior UK Economist, assesses the UK's financial troubles as the country looks ahead to an Autumn Budget. Disclaimer: https://www.research.hsbc.com/R/101/kMkgkSP 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.

09-05
15:00

Under the Banyan Tree – A status update for Vietnam?

With Vietnam on the cusp of an index upgrade, Herald and Fred sit down with Asia Equity Strategist Prerna Garg for a look at what emerging market status could mean for the country, and how it's served former frontier markets in the past. Disclaimer: https://www.research.hsbc.com/R/101/pxpfNfB 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.

09-04
16:12

Bridging innovation and resilience: Europe connected

How are Europe's treasurers adapting to a rapidly evolving landscape? Join Yasemin Artar, Head of Corporate Sales, Markets & Securities Services, HSBC Europe and Marwan Dagher, Head of Markets & Securities Services, HSBC Continental Europe, as they discuss the drivers reshaping corporate priorities across the region - from regulatory change and the implications of a Digital Euro to the rising importance of FX risk management and cash flow forecasting.

09-02
24:10

The new protector: Treasurers' strategic advantage

This episode is also available as a podcast, search "Global Viewpoint" on your preferred podcast player to watch, listen, and subscribe. In this episode, Uma Bohne-Gill, Head of Institutional Sales, Asia Pacific at HSBC, sits down with Robert Watts, COO and Head of Finance, Asia Pacific at Marex, to explore the challenges and unique opportunities facing modern treasurers in today's economic climate. Discover how the treasury function is adapting and leading in the current landscape. Find out more here: https://www.business.hsbc.com/insights/facilitating-trade/the-new-protector-treasurers-strategic-advantage This episode was recorded on the sidelines of the HSBC Asia Credit Conference 2025. Find out more here: https://www.business.hsbc.com/en-gb/campaigns/asia-credit-conference Disclaimer: Views of external guest speakers do not represent those of HSBC.

09-01
20:46

The Macro Brief – How AI can mitigate tariff costs

Alastair Pinder, Head Global and EM Equity Strategist, looks at some surprising connections between AI and tariffs and how they are changing the way companies operate. Disclaimer: https://www.research.hsbc.com/R/101/PJdHSbT Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedInhttps://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here:https://www.gbm.hsbc.com/insights/global-research.

08-29
13:44

Under the Banyan Tree – Tariffs, AI and China's fragile rally

Fred and Herald are back in the studio and ready to catch up on what's shaping Asian markets and economics right now. Disclaimer: https://www.research.hsbc.com/R/101/SFrjHVv 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.

08-28
20:56

Bond market dynamics in primary and secondary markets

This episode is also available as a podcast, search "Global Viewpoint" on your preferred podcast player to watch, listen, and subscribe. Adam Bothamley, Global Head of Debt Capital Markets, HSBC, together with George Sun, Head of Global Debt Markets, Asia Pacific, HSBC, discuss fixed income market dynamics – in both the primary and secondary markets. What are the main drivers of liquidity over the next year and how the primary market supply will develop for the rest of 2025? This episode was recorded on the sidelines of the HSBC Asia Credit Conference 2025. Find out more here: https://www.business.hsbc.com/en-gb/campaigns/asia-credit-conference Disclaimer: Views of external guest speakers do not represent those of HSBC.

08-27
22:24

Under the Banyan Tree – Asia buys Asia

It's a studio full of equity strategists as Herald is joined by Prerna Garg and Adam Qi to discuss the ever-growing numbers of Asian investors buying up stocks in the region, and why is now an important time for this trend to continue. Disclaimer: https://www.research.hsbc.com/R/101/lwPtFxq 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.

08-21
12:30

Treasury Beyond Borders - Gateway to growth: The Middle East's evolving financial ecosystem

How is the Middle East redefining its role as a trade and finance hub connecting Asia and Europe? Join Karan Khanna, Managing Director, Head of Corporate Sales, Markets & Securities Services, HSBC Bank Middle East and Hani El Khoury, Head of UAE Sovereign Wealth Funds, HSBC Bank Middle East as they discuss the region's growing role in global trade and outline the latest trends and opportunities - from treasurers embracing innovation to managing risk and seizing opportunities, and from FX volatility to ESG finance and digital transformation. Find out more here. https://www.business.hsbc.com/en-gb/insights/market-and-regulatory-insights/treasury-beyond-borders-rewriting-the-middle-east-playbook

08-19
27:20

China bond market access

This episode is also available as a podcast, search "Global Viewpoint" on your preferred podcast player to watch, listen, and subscribe. Sheng Wang, Head of Banks and Institutional Client Group Scale Markets from HSBC sits down with Benton Wong, the Vice President, Head of Sales & Marketing from Bond Connect Company Limited, to discuss the development of Bond Connect since its 2017 launch. They'll cover how the program connects global investors to China's onshore bond market and latest initiatives relevant to China's market opening. Find out more here: https://www.business.hsbc.com/en-gb/campaigns/asia-credit-conference Disclaimer: Views of external guest speakers do not represent those of HSBC.

08-18
18:55

Under the Banyan Tree – A business cycle with Chinese characteristics

Herald has returned from his summer holiday to a new buzzword in Chinese economics: "anti-involution". Fortunately, Chief China Economist Jing Liu is on hand to explain what it means. Disclaimer: https://www.research.hsbc.com/R/101/dGRXDLn 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.

08-14
15:27

Perspectives: Low carbon solutions for agriculture and industry

Ahmed El-Hoshy, CEO of Fertiglobe, the world's largest seaborne exporter of urea and ammonia combined, joins Zoë Knight, HSBC's Global Head of Sustainability Research and Integration, to share insights on low carbon solutions for agriculture, including the huge potential for ammonia in the energy transition. Watch or listen to the podcast to find out more. This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in London on 18 June 2025. Read more about the GCC conference here https://www.business.hsbc.com/en-gb/campaigns/hsbc-gulf-cooperation-council-conference-gcc Disclaimer: Views of external guest speakers do not represent those of HSBC.

08-13
17:57

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