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In this US special, Ryan Wang, US Economist, and Alastair Pinder, Head EM and Global Equity Strategist, discuss the Fed’s next move, the impact of the government shutdown and fears of an AI bubble. Disclaimer: https://grp.hsbc/60517GcoJ Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://grp.hsbc/60527GcoK or click here: https://grp.hsbc/60537Gcoz
The Macro Brief – Rates, shutdowns and bubbles
ASEAN Economist Aris Dacanay joins Herald and Fred to explain why Southeast Asian economies could actually see rising market share across various sectors as a result of US import tariffs. Disclaimer: https://grp.hsbc/605571n8T 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://grp.hsbc/605771n8V
Under the Banyan Tree – ASEAN’s tariff advantage
Jo Miyake, Head of Banking for Asia and the Middle East, Corporate and Institutional Banking, HSBC, sits down with Roberta Lipson. As Co-founder of United Family Healthcare, Vice Chair of New Frontier Health, Chair Emeritus of AmCham China and Director of the US-China Business Council, Roberta brings decades of on-the-ground experience. She provides an unparalleled look at the realities and opportunities in China’s business landscape and healthcare sector—including the “in-China-for-China” strategy, AI’s role in drug development, and recent regulatory shifts. 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
Perspectives: A unique insight on China's healthcare sector
Fresh from attending the IMF-World Bank annual meetings, Janet Henry, Murat Ulgen and Paul Mackel stop by our New York studio with updates on US resilience, AI, tariffs, EM, defaults and more. Disclaimer: https://grp.hsbc/6053Ah3nV Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://grp.hsbc/6054Ah3nn or click here: https://grp.hsbc/6055Ah3nX.
The Macro Brief – Top global talking points
Recorded in front of a live audience on 21 October 2025, Fred and Herald are joined on stage in Hong Kong by Jing Liu, Yuqian Ding and Frank Lee for a comprehensive round-up of the major macro and micro talking points in Asia. Disclaimer: https://grp.hsbc/6054AC3x4 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://grp.hsbc/6055AC3xf
Under the Banyan Tree Live – China, EVs and the next steps in AI
Sean McLoughlin, Senior Global Industrials Analyst, explains how the boom in AI and cloud computing is fuelling a reacceleration in global capital expenditure. Disclaimer: https://grp.hsbc/6059A2pGf Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://grp.hsbc/6050A2pGA or click here: https://grp.hsbc/6051A2pG7
The Macro Brief – Tech supremacy
Herald catches up with Chief China Economist Jing Liu as Beijing gears up for its fourth plenum, where the economic agenda for next five years will be set. Disclaimer: https://grp.hsbc/6058AFrvC 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://grp.hsbc/6059AFrvh
Under the Banyan Tree – Getting the boring stuff right
Join Vivek Ramachandran, Head of Global Trade Solutions, and James Pomeroy from HSBC Research in this insightful podcast episode as they delve into the complexities of today's global trade landscape. With uncertainty still a defining feature, they explore how unpredictability in tariff exemptions and carve-outs is impacting business decisions and investment strategies. Discover how companies are tactically responding through stockpiling and shifting production to low-cost countries and learn about the winners and losers in this fragmented tariff regime. Vivek and James also discuss the dampening effect of lower energy costs on tariff impacts and the critical role of policy choices and corporate adaptation in shaping the future of global trade. Watch for expert analysis and strategic insights that can help businesses navigate these challenging times.
Spotlight on the Global Trade Landscape
The Middle East – China corridor is entering a new era of economic partnership, focused on capital, talent, technology and new energy. Simon Williams, Chief Economist, CEEMEA Economist, HSBC and Ben Simpfendorfer, Asia Pacific Lead, Oliver Wyman Forum and Partner, Oliver Wyman delve into this transformation in the latest HSBC Perspectives episode. 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.
Perspectives: China – Middle East connectivity
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