Episodes

  • The Macro Brief - How to price emerging markets

    The Macro Brief - How to price emerging markets
    Jul 26 2024

    Murat Ulgen, Global Head of Emerging Markets Research, examines whether investors are right to be upbeat on the prospects for EM risk assets.

    Disclaimer: https://www.research.hsbc.com/R/101/fVFFhf9. 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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    12 mins
  • Under the Banyan Tree - Decoding China's Third Plenum

    Under the Banyan Tree - Decoding China's Third Plenum
    Jul 25 2024
    Fred Neumann is joined by Chief China Economist Jing Liu to cut to the heart of China's official message following a major economic policy summit in Beijing. Disclaimer: https://www.research.hsbc.com/R/101/2HrbBwr . 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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    19 mins
  • SustainabilityTalks: Navigating the Crossroads of Islamic Investing and ESG

    SustainabilityTalks: Navigating the Crossroads of Islamic Investing and ESG
    Jul 22 2024

    Join us for an enlightening episode of SustainabilityTalks, where we delve into the fascinating intersection of Islamic Investing and ESG.

    Listen as Patrick Kondarjian, Global Head of Sustainability Markets & Securities Services HSBC discusses key topics with esteemed guests, Dr. Liza Mydin, Chief Strategy Officer at EXIM Bank Malaysia, and Sefian Kasem, Head of ETF Investment Specialists at HSBC Global Asset Management, explore the principles of Islamic investment and its synergies with ESG. Discover how this unique investment approach is not only attractive to all clients but also contributes significantly towards sustainable investment goals. We'll also take you on a global tour, focusing on the rapidly growing market and the opportunities that lie ahead. Tune in to learn about the challenges, innovations, and future prospects in this exciting space, by clicking on one of the buttons below.


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    25 mins
  • The Macro Brief – What's driving bonds?

    The Macro Brief – What's driving bonds?
    Jul 19 2024

    Steven Major, Global Head of Fixed Income Research, explains how both cyclical and secular forces contribute to the outlook for the bond market.

    Disclaimer: https://www.research.hsbc.com/R/101/vhshHRp.

    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 mins
  • Under the Banyan Tree - What can history tell us about Asia's AI rally?

    Under the Banyan Tree - What can history tell us about Asia's AI rally?
    Jul 18 2024
    Herald van der Linde and Fred Neumann take a deep dive into the Asia AI boom, where stocks from software development to energy are riding the wave of 2024's major market story. Disclaimer: https://www.research.hsbc.com/R/101/lsBBrGn . 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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    22 mins
  • The Macro Brief – Climate risks in the G20

    The Macro Brief – Climate risks in the G20
    Jul 18 2024
    James Rydge, Head of ESG Research, EMEA, assesses the rise of physical climate impacts across the G20 countries and whether they are prepared for the transition. Disclaimer: https://www.research.hsbc.com/R/101/fQdgvVF. 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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    13 mins
  • The Macro Brief – Global economic update

    The Macro Brief – Global economic update
    Jun 28 2024

    Janet Henry, Global Chief Economist, assesses whether the world economy can keep dodging the dangers in the second half of the year.

    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.

    Disclaimer: https://www.research.hsbc.com/R/101/kMSgjHm


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    13 mins
  • Under the Banyan Tree - Trade winds

    Under the Banyan Tree - Trade winds
    Jun 28 2024

    With Western tariffs on China in the headlines, Herald van der Linde and Fred Neumann delve into Chinese trade, where exports are close to record highs. Disclaimer: https://www.research.hsbc.com/R/101/kwDpqcN . 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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    17 mins