HSBC Global Viewpoint
HSBC Global Viewpoint brings together thought leaders, industry experts and banking specialists to discuss the latest thinking, trends and issues driving international growth. Topics include global economics, ESG, payments and cash management, emerging markets, trade, supply chains, and financial technology. The podcast aims to help businesses find opportunities in global markets.
Episodes
Perspectives: Key themes of Renminbi (RMB)
The podcast exploring one of the key shifts taking place in global finance, the growing role of the renminbi (RMB) as businesses and investors rethink how they transact, finance, and allocate capital.
HSBC’s Co-Chief Executive of Asia and the Middle East, David Liao and Global Head of Macro, FX, Rates and Commodities, Volkan Benihasim sat down with FinanceAsia to explore its growing international
Perspectives: Taking digital assets from use case to commercial reality
Digital assets are moving beyond experimentation towards commercial application.
Fiona Horsewill, Global Head of Securities Services, HSBC, joins Kelly Mathieson, Chief Business Development Officer, Digital Asset, to discuss what it will take to bring digital assets into the mainstream.
They explore how tokenisation and on-chain cash could reshape custody and post-trade services, the role of trust
Perspectives: Navigating China’s Equity Investment Landscape
How can investors unlock the next wave of growth in China?
Steven Sun, Head of Research at HSBC Qianhai Securities, speaks with Richard Pan, CIO of Global Capital Investment, Chairman of ESG Committee at China Asset Management, about the key opportunities and themes shaping China's equity market.
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The Macro Brief - Bond yields vs AI
Ryan Wang, US Economist, and Alastair Pinder, Head EM and Global Equity Strategist, look at the impact of high bond yields and AI investment on the US economy and global stock markets.
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Under the Banyan Tree - How to build a data centre
Fred Neumann is joined by Frank Lee, our Global Head of Tech Hardware and Semiconductor Research, to learn more about the various components that go into a data centre as well as the economics behind them.
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Perspectives: From innovation to interoperability
In this Perspectives episode, Manish Kohli and Swift’s Thierry Chilosi explore how interoperability can help different forms of digital money work together safely and at scale - giving clients greater insight, transparency and certainty when making payments.
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This episode was recorded on the sidelines of Sibos 2026 in Miami.
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Under the Banyan Tree - Will Asian central banks follow the Fed?
A week on from the first US interest rate hike since 2023, Herald and Fred discuss how ripple effects could play out in Asia, and how varied central bank action can be throughout the region.
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Redefining Treasury: The New Rails for Real-Time Treasury
Tokenised deposits are moving beyond experimentation to solve real treasury challenges. In this episode of Redefining Treasury Series, HSBC and Ant International discuss how digital bank money enables 24/7 cross-border liquidity, faster FX settlement, real-time investment and seamless vendor payments. Lewis Sun, Head of Digital Currencies, HSBC, Selene Chong, Head of Digital Assets, HSBC and Kelvi
Perspectives: The China Equation
How is China rebalancing growth, challenge, and opportunity?
Dr Frederic Neumann, HSBC’s Chief Asia Economist and Co-head of Global Investment Research Asia, is joined by Michael Pettis, Senior Fellow, Carnegie Endowment for International Peace and GlobalSource Partners China Analyst, to discuss the forces shaping China’s economic outlook and the challenges and opportunities ahead.
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Redefining Treasury: Blueprint for a truly connected treasury function
What does a truly connected treasury look like and how can organisations build one? In this episode, HSBC’s Amber Henderson-Smart, Global Head of Client Connectivity, Global Payments Solutions, HSBC and Peter Crawley, Global Head of Corporate Sales, Global Payments Solutions, HSBC explore how evolving client expectations are reshaping connectivity, from choosing the right banking channels to embed
Present tense, future perfect: Redefining treasury for the strategic era
What does it take for treasury to shape business strategy when uncertainty is a constant? In the opening episode of HSBC’s Redefining Treasury podcast series, Manish Kohli, Head of Global Payments Solutions and Vivek Ramachandran, Head of Global Trade Solutions, explore how geopolitical change, shifting trade corridors and technological advances are reshaping treasury’s mandate.
The Macro Brief - India in focus
Piers welcomes Chief India Economist Pranjul Bhandari to the studio to discuss the factors shaping India's economic outlook – from its growth resilience to its quest for export competitiveness.
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Perspectives: Building resilience through a crisis
In this episode of Perspectives, HSBC’s Kai Fehr speaks with Andreas Meier of Siemens Energy about how a “never waste a crisis” mindset helped the company navigate a demanding period, build resilience, and ultimately contribute to the creation of a risk-sharing framework involving a global consortium and the German government.
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Under the Banyan Tree - AI: Debate, direction and Dutch disease
Herald welcomes Head of AI and Data Science Mark McDonald to the studio for a wide-ranging conversation on AI, plus Chinese vs US adoption and our reaction to industry leaders calling for greater AI regulation.
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Under the Banyan Tree - Top takeaways from HSBC's China Conference
Fresh from the annual HSBC China Conference, Herald sits down with Asia Managing Editor Jake Lee to go over the event's hot topics and key discussion points.
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The Macro Brief - Gold's rollercoaster ride
James Steel, Chief Precious Metals Analyst, looks at what’s been driving large swings in gold prices this year – and why there could be more volatility ahead.
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Under the Banyan Tree - Taking the pulse on medical tourism
Fred and Herald welcome Prerna Garg to the studio for a dive into Asia's fast-growing medical tourism segment, which has become a lot more than just popping to Thailand for a check-up.
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The Macro Brief - Crunch time for US interest rates
In our New York studio, Ryan Wang, Dhiraj Narula and Alastair Pinder join Aline van Duyn to discuss the outlook for US interest rates and their implications across bond markets, equities and the broad economy.
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Under the Banyan Tree - What does US Treasury turmoil mean for Asia?
With US bond yields in a volatile state, Fred and Herald discuss what's going on, and crucially, what it could mean for companies, markets and economies across Asia.
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Perspectives: Renminbi shift - From potential to practicality
Why is the Renminbi (RMB) a strategic choice for institutions?
With diversification a key driver, momentum is building in RMB usage across investment, hedging and settlement activities. The next phase reflects a shift from building access to improving usability, due to stronger market infrastructure and expanding digital use cases.
HSBC’s Asia Head of Institutional Client Group, Oliver Kadhim and
Under the Banyan Tree - Fred and Herald's post-summer catch-up
Our regular hosts are reunited in the studio after several weeks and there's plenty to catch up on, from AI volatility to shifts in fund flows and the broad macro outlook for Asia.
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Perspectives: Inside ADNOC Drilling
In this episode of HSBC's Perspectives series, Youssef Salem, Chief Financial Officer, ADNOC Drilling, joins Nabeel Albloushi, HSBC’s Head of Markets and Securities Services, MENAT, to discuss growth, resilience, and how ADNOC Drilling is incorporating artificial intelligence into its operations.
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This episode was recorded on the sidelines of the HSBC Gulf Cooperat
Under the Banyan Tree - What is Hong Kong's Northern Metropolis?
Herald welcomes Michelle Kwok to the studio for a closer look into Hong Kong's highly ambitious, tech-fueled cross-border gateway to mainland China.
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The Macro Brief - The AI ascendency
Following another solid US earnings season, Shiva Joon and Duncan Toms look at what’s driving the results, how AI is influencing performance, and the main themes companies are focusing on in their updates.
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The Macro Brief - A turning point for US rates?
Ryan Wang and Dhiraj Narula consider the outlook for US interest rates and bond yields against a backdrop of heightened uncertainty.
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The Macro Brief - Understanding AI cycles
Mark McDonald, Head of AI and Data Science, assesses the dominant market narratives around artificial intelligence.
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Under the Banyan Tree - A watershed moment for Chinese chipmakers?
In the week of CXMT's record-setting IPO, Herald sits down with Frank Lee and Ines Lam to discuss how the company emerged and what its rise could mean for the competitive landscape in Asian memory making.
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The Macro Brief - Competing US narratives
Alastair Pinder, Dhiraj Narula and Saul Martinez assess the tug-of-war behind US equity market performance - from AI capex spend, to higher rates, to the extraordinary earnings cycle for US financials.
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Under the Banyan Tree - Samsung's billions and a long hands-free drive
Herald returns to the studio alongside Prerna Garg to talk through our latest collection of quirky facts and surprising stats from the world of Asian equities.
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The Macro Brief - The UK's new team
Liz Martins, Senior UK Economist, assesses the state of the UK economy as Andy Burnham prepares to take over as Prime Minister.
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Under the Banyan Tree - The surging demand for Asia's AI Hardware
Fred is joined by Ines Lam and Ricky Seo to discuss how the AI boom is remapping Asia's supply chains, why Korea is the undisputed leader in High Bandwidth Memory, and if we are ever likely to satisfy global demand for AI hardware.
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The Macro Brief - Competing global forces
James Pomeroy and Shanella Rajanayagam look at what the latest data tell us about the global economy and review where key trade negotiations stand.
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Under the Banyan Tree - Critical minerals and the Malacca Strait
Fred sits down with Nneka Chike-Obi from our Sustainability Research team to talk strategies for avoiding a potential chokepoint in the Strait of Malacca, which is key to the shipping of critical minerals used in the energy transition.
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Under the Banyan Tree - El Niño on the horizon
From food price volatility to export restrictions and an energy crunch, Fred Neumann and Jamie Culling discuss the sweeping potential impacts of extreme weather on Asia's economies.
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The Macro Brief - Europe's dovish turn?
Simon Wells, Chief European Economist, assesses the region’s prospects going into the second half of the year and explains why we think rate rises are off the table.
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Perspectives: The Ares story
In this episode of HSBC's Perspectives series, Michael Arougheti, Co-Founder and CEO of Ares, joins Danielle Johnson, HSBC’s Global Head of Institutional Client Group, to discuss Ares’ origins, the drivers behind its continued expansion, and future opportunities.
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This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong in April
The Macro Brief - Looking beyond Hormuz
Janet Henry, Global Chief Economist, looks at some of the powerful forces affecting the world economy, while Ali Cakiroglu, Emerging Markets Strategist, assesses the implications for EM investors.
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Under the Banyan Tree - Equity league tables with a side of history
Herald and his fellow Equity Strategist Perna Garg discuss the rise of Asian stock markets over the past 20+ years, and in one or two cases, a lot longer.
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The Macro Brief - The Fed under new management
As the Federal Reserve begins a new era with Kevin Warsh at the helm, our team looks at his communication style and how the narrative has changed from potential rate cuts to possible rate hikes.
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Under the Banyan Tree - India: Energy, El Niño and economic growth
Fred is joined by Chief India Economist Pranjul Bhandari for a wide-ranging look at the various forces shaping India's economic outlook.
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The Macro Brief - The ECB's next move
Following the European Central Bank’s first rate hike for nearly three years, Chris Hare, Senior European Economist, looks at whether there is more tightening to come.
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Perspectives: Orchestrating AI models
This episode features Dmitry Shevelenko, Chief Business Officer, Perplexity, in conversation with Stuart Riley, Group Chief Information Officer, HSBC. They explore the speed of change in AI models and what it takes to turn that pace into real commercial value in large enterprises. The conversation covers multi-model orchestration, why data hygiene is an evergreen investment, and how to think about
Under the Banyan Tree – Unexpected moves in Asian FX
Fred Neumann welcomes Head of Asian FX Research Joey Chew to the podcast to discuss the impact of the energy squeeze on the JPY, what's keeping the RMB on the up and how the KRW has lost steam despite a Korean economy on fire.
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Perspectives: The evolution of the London Stock Exchange
This episode features Dame Julia Hoggett, CEO, London Stock Exchange, in conversation with Jo Miyake, Head of Banking, Asia and Middle East, HSBC. Together they explore how London is evolving its capital markets proposition – from international connectivity with Asia, to building a funding continuum that supports companies from private growth through to public markets.
Watch or listen to find out
Perspectives: The confluence of TradFi and DeFi
Our latest podcast features Joseph Lubin, Co-Founder of Ethereum and Founder and CEO of Consensys, in conversation with Manish Kohli, Head of Global Payments Solutions, HSBC. They explore how decentralised trust, tokenisation and smart contracts are reshaping finance, from stablecoins and tokenised deposits to real-world assets with digital twins.
Watch or listen to find out more.
This episode was
The Macro Brief – State of US tariffs
With the US’ 10% global tariff set to expire this July, Shanella Rajanayagam, Trade Economist, looks at which US tariffs are currently in effect - and what could be coming down the line.
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Under the Banyan Tree - China's urbanisation 2.0
Could spending by migrant workers move the needle for Chinese GDP? Chief China Economist Jing Liu says yes, thanks to a new government policy that broadens the social safety net.
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Perspectives: Trust and leadership in the age of AI
This episode features best-selling author, Malcolm Gladwell, in conversation with Barry O’Byrne, CEO, International Wealth & Premier Banking, HSBC. Together they explore how AI is reshaping human behaviour and the signals we use to decide who and what to trust as humans and AI increasingly co-exist.
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This episode was recorded on the sidelines of the HSBC Global Inv
The Macro Brief – Future healthcare in focus
From the rise of anti-obesity drugs to the impact of AI, Rajesh Kumar, Senior Global Life Sciences & Healthcare Analyst, looks at how the global healthcare industry is evolving at pace.
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Perspectives: The new energy system
This episode of HSBC’s Perspectives series features Christine Healy, CEO of Northland Power, in conversation with Julian Wentzel, HSBC’s Group Chief Sustainability Officer. Together, they explore what the new energy system really means in practice, what it will take to build the power infrastructure of the future, and how we can unlock and direct capital towards the projects that matter most.
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Under the Banyan Tree – Asia remittances: a quiet cost from the Gulf
As Middle East tensions drag on, Herald sits down with Asia Economist Ines Lam to discuss how a slowdown in non-oil industries is affecting Asian households half a world away.
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Under the Banyan Tree – Shades of '99?
With US bond yields spiking, Herald van der Linde and Prerna Garg discuss how a shift in the rates vs growth balance could play out for Asian equities, which are being buoyed by the AI surge.
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Perspectives: Inspiring ambition
This episode of HSBC’s Perspectives series features Yie-Hsin Hung, CEO, State Street Investment Management, in conversation with Suzy White, Group COO, HSBC.
They discuss how to lead growth in a long-established institution, while staying anchored in a client-focused culture – from inspiring ambition and accelerating innovation, to building operating models that balance near-term client needs with
The Macro Brief – Rate rises on the radar
Janet Henry, Global Chief Economist, and Simon Wells, Chief European Economist, look at how central banks are set to react to growing upside risks to inflation and downside risks to growth.
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Perspectives: Tokenisation and trust
This episode of HSBC’s Perspectives series features Valérie Urbain, CEO, Euroclear. In conversation with Adam Bothamley, Global Head of Debt Capital Markets, HSBC, Valérie shares her perspective on what it will take for tokenisation to scale in global capital markets. They discuss the importance of interoperability, the role of regulation in enabling innovation without fragmentation, and practical
The Macro Brief – Three eye-opening AI stats
Alastair Pinder, Head EM and Global Equity Strategist, explores how artificial intelligence is driving stock markets to record highs - even amidst a global energy shock.
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Under the Banyan Tree – US, China and more chocolate cake?
As Presidents Trump and Xi prepare to meet face-to-face in Beijing, Fred and Herald ask Chief China Economist Jing Liu what she'll be looking out for during the summit.
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Perspectives: The rewiring of global trade
How is the global trade landscape evolving and what does it mean for businesses navigating uncertainty?
In the latest episode of HSBC Perspectives, trade expert Ambassador Michael Froman, President of the Council on Foreign Relations, speaks with Michael Roberts, HSBC’s CEO of Corporate and Institutional Banking, about how policy shifts, geopolitics and resilience priorities are reshaping trade an
Perspectives: Unpacking the global coffee market with DRWakefield
HSBC’s Global Head of Trade Solutions, Vivek Ramachandran, sits down with DRWakefield's Managing Director Terry Sparling to unpack what’s reshaping the global coffee market right now. From tariffs and trade disruption to price volatility and supply chain pressure, they explore what it means for businesses on the ground - and how HSBC can help clients stay resilient and keep trade moving through un
Perspectives: Beyond the dollar
This episode features Kenneth Rogoff, Professor at Harvard University and former Chief Economist at the International Monetary Fund, in conversation with Volkan Benihasim, HSBC’s Global Head of Macro – FX, Rates and Commodities. They explore the evolution of dollar dominance and what could shape the next chapter – from central bank independence and fiscal discipline to the rise of the renminbi and
The Macro Brief – Containers and crude
With the US and Iran reportedly edging towards a deal, Kim Fustier and Shanella Rajanayagam consider the implications of the conflict on oil prices and global trade.
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Perspectives: The age of abundance
Economist, author and former White House advisor, Dr. Pippa Malmgren, joins Zoë Knight, HSBC’s Global Head of Sustainability Research and Integration. Together, they explore how frontier climate technologies could shift us from a mindset of scarcity to an “age of abundance” – from space-based solar power and wireless energy transmission that could bypass grid constraints, to the “new nuclear” and
The Macro Brief – What will a Warsh Fed look like?
In this US special, Ryan Wang, Dhiraj Narula and Saul Martinez look at what’s next for the Federal Reserve, the impact of recent supply shocks, and how consumers are showing resilience despite rising costs.
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Under the Banyan Tree - How is China using agentic AI?
Herald van der Linde talks to Charlene Liu, Head of China Internet Research, about the next phase in the global AI boom and how it's being implemented and monetised in China.
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Perspectives: Inside the Fed
This episode of HSBC’s Perspectives series features Dr Janet Yellen, former Chair of the US Federal Reserve and former US Treasury Secretary. In-conversation with Janet Henry, Global Chief Economist, HSBC, Dr Yellen shares her views on the global economic impact of the conflict in the Middle East, including what it could mean for inflation, growth and monetary policy. Drawing on her own experience
Perspectives: Energy shocks and security
Energy markets are facing an extraordinary supply shock. Amos Hochstein, Managing Partner at TWG Global and former White House Senior Advisor, joins HSBC Senior Economic Adviser, Stephen King, in this video podcast to discuss what this major disruption to energy flows could mean for global supply chains, inflation, economic resilience and the energy transition.
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Under the Banyan Tree – Behind one of the biggest rallies we've ever seen
Herald welcomes fellow equity strategist Prerna Garg to the studio to dissect the massive rally and white-knuckle volatility that Korean stocks have seen in recent times.
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The Macro Brief – Fuel, food and fertilisers
Paul Bloxham examines how the Middle East conflict is constraining a wide range of commodities, and explains why Australia and New Zealand’s policymakers face a tricky time ahead.
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The Macro Brief – Talking points from the HSBC Global Investment Summit
From the future of globalisation to growth opportunities and monetary policy, Murat Ulgen, Global Head of Macro Strategy, joins Piers Butler to discuss the key takeaways from this year’s event in Hong Kong.
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Under the Banyan Tree – From the gas station to the stock exchange
Herald and Fred make their way through our quarterly stack of quirky facts from the world of Asian equities.
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Under the Banyan Tree – Get ready for a LOT of driverless cars in China
Head of China Autos Research Yuqian Ding joins Fred and Herald to give her outlook on the explosive growth of autonomous driving in mainland China.
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The Macro Brief – Tracking economic disruption
James Pomeroy looks at whether the latest data can give us any clues about how the Iran conflict is impacting the global economy, while Pranjul Bhandari assesses the implications for India.
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The Macro Brief – The dollar bounces back
Paul Mackel, Global Head of FX Research, looks at how the currency markets have reacted to geopolitical tensions.
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Under the Banyan Tree – Asia's financial systems: The Middle East stress test
With record outflows from Asian stock markets and currencies feeling the pinch, Fred and Herald discuss how the region is relatively well positioned to ride out the volatility caused by the Middle East conflict.
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The Macro Brief – Shock to the system
Janet Henry, Global Chief Economist, looks at what the unprecedented energy shock means for the economic outlook.
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Under the Banyan Tree – Energy crisis: a green light for renewables?
As the global energy crisis intensifies, Fred and Herald welcome Nneka Chike-Obi to the podcast to discuss whether the situation could breathe new life into renewables in Asia.
Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/fnh6gsr
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The Macro Brief – Testing emerging market resilience
Murat Ulgen and Ali Cakiroglu look at whether geopolitical developments have dampened investor sentiment towards emerging market assets.
Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/HDtKZRk
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Under the Banyan Tree – South Asia Spotlight: Sri Lanka and Bangladesh
Economists Ines Lam and Aayushi Chaudhary join Fred for a broad discussion on two fast-growing Asian economies that don't get talked about enough.
Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/QM7HBW9
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Treasury Beyond Borders - When markets move: How treasurers stay ahead
In this episode, Rahul Badhwar, Global Head of Corporate Sales, Markets and Securities Services, HSBC, joins Eleanor Hill, Editor at TMI, to explore practical strategies for risk management, stress-testing risk frameworks, and leveraging AI for thorough, reliable forecasting. Tune in to hear how treasurers can build resilience, protect margins, and navigate uncertainty in today’s fast-moving marke
The Macro Brief – LatAm's moment?
Joseph Incalcaterra, Daniel Lavarda and Jose Carlos Sanchez from our LatAm team look at what’s behind the pick-up in investor interest in the region.
Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/7FrWTv2
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