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HSBC Global Viewpoint

HSBC
China
Artificial Intelligence
Inflation
Tariffs
Emerging Markets
United States
India
Asia
Global Trade
Hong Kong
Vietnam
US Tariffs
Gold
Asian Markets
US Dollar
Interest Rates
Federal Reserve
UK Economy
Digital Assets
Global Economy

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.

Join us as we discuss the latest insights on Global Economics, ESG, Payments and Cash Management, Emerging Markets, Global Trade, Supply Chains, cutting-edge... more

PublishesDailyEpisodes653Founded6 years ago
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InvestingBusinessBusiness NewsNews

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Latest Episodes

Ryan Wang and Dhiraj Narula consider the outlook for US interest rates and bond yields against a backdrop of heightened uncertainty.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with t... more

Mark McDonald, Head of AI and Data Science, assesses the dominant market narratives around artificial intelligence.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: http... more

YouTube

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.

Click here for appropriate Disclosures, incl... more

YouTube

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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YouTube

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Recent Guests

Mark McDonald
Head of AI and Data Science
HSBC
Episode: The Macro Brief - Understanding AI cycles
Ines Lam
Asian economist
HSBC
Episode: Under the Banyan Tree - A watershed moment for Chinese chipmakers?
Frank Lee
Global head of tech, hardware and semiconductor research
HSBC
Episode: Under the Banyan Tree - A watershed moment for Chinese chipmakers?
Ricky Seo
Head of Semiconductor Research, also heads research department in Korea
HSBC
Episode: Under the Banyan Tree - The surging demand for Asia's AI Hardware
Nneka Chike-Obi
Head of Asia Sustainability Research
HSBC
Episode: Under the Banyan Tree - Critical minerals and the Malacca Strait
Jamie Culling
Sydney-based economist, Global Commodities team
HSBC Global Commodities
Episode: Under the Banyan Tree - El Niño on the horizon
Michael Arougheti
CEO of Ares
Ares Management
Episode: Perspectives: The Ares story
Ali Cakiroglu
Emerging Market Strategist
HSBC
Episode: The Macro Brief - Looking beyond Hormuz
Fred Newman
Chief Asia Economist at HSBC; host of Under the Banyan Tree
HSBC
Episode: The Macro Brief - The Fed under new management

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#151
India/Business/Investing
Apple Podcasts
#165
Hong Kong/Business/Investing
Apple Podcasts
#167
Philippines/Business/Investing
Apple Podcasts
#195
Poland/Business/Investing
Apple Podcasts
#195
South Korea/Business/Investing
Apple Podcasts
#205
Spain/Business/Investing
Apple Podcasts
#230
Russia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Macro Brief - Understanding AI cycles
Q: How do you see Asia, particularly Hong Kong, positioned in the AI revolution?
Asia has a thriving AI scene with strong competition between US and Chinese labs; the author is excited about exposure to this ecosystem and relocation to Hong Kong.
The Macro Brief - Understanding AI cycles
Q: Are we at the foothills of a singularity?
No, markets are skeptical and not pricing in a rapid, universal shift; the narrative is tracked over time rather than currently dominant.
The Macro Brief - Competing global forces
Q: What was the picture like for global growth before and after the latest Iran-related developments?
Growth is now viewed as a mix of two scenarios—one where oil prices fall toward the base case and another where they stay elevated; the base case looks somewhat brighter but inflation remains contained in core terms, allowing room for cautious policy in a slower but still positive growth path.
Under the Banyan Tree - The surging demand for Asia's AI Hardware
Q: What about India's role in AI hardware demand?
India doesn't produce AI hardware yet, but given its large population and IT sector, there is significant potential for data-center expansion and AI deployment domestically to drive future demand.
Under the Banyan Tree - The surging demand for Asia's AI Hardware
Q: Why is Korea so dominant in memory chips, and can others catch up?
Three DRAM players dominate globally, with Samsung and SK Hynix controlling about 75% of the market, and high capital expenditure and lead times make it difficult for new entrants to match Korean players' capabilities.

Audience Metrics

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Gender Skew
Location
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Household Income
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Frequently Asked Questions About HSBC Global Viewpoint

What is HSBC Global Viewpoint about and what kind of topics does it cover?

A global economics-focused program featuring HSBC Global Research economists and guests who dissect macro trends, policy risks, and market infrastructure. Episodes frequently center on inflation dynamics, central bank policy, energy shocks, and trade, with regular forays into technology-driven productivity, AI's impact on markets, and the evolving role of tokenization and financial market infrastructure. Unique angles include in-depth scenario planning around events like Strait of Hormuz disruptions, cross-border trade realignments, and the intersection of geopolitics with energy and commodities. The show tends to pair regional and global macro perspectives with practical implications for businesses, investors, and policymakers, making it e... more

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Which podcasts are similar to HSBC Global Viewpoint?

These podcasts share a similar audience with HSBC Global Viewpoint:

1. At Any Rate
2. UBS On-Air: Market Moves
3. Making Sense
4. The Markets
5. Exchanges

How many episodes of HSBC Global Viewpoint are there?

HSBC Global Viewpoint launched 6 years ago and published 653 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on HSBC Global Viewpoint?

Recent guests on HSBC Global Viewpoint include:

1. Mark McDonald
2. Ines Lam
3. Frank Lee
4. Ricky Seo
5. Nneka Chike-Obi
6. Jamie Culling
7. Michael Arougheti
8. Ali Cakiroglu

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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