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HSBC Global Viewpoint

HSBC
China
Artificial Intelligence
Tariffs
Inflation
Emerging Markets
United States
India
Asia
Global Trade
Asian Markets
US Tariffs
Electric Vehicles
US Dollar
Gold
Hong Kong
Vietnam
Chinese Economy
Interest Rates
ASEAN
Fiscal Policy

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

PublishesDailyEpisodes615Founded5 years ago
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Latest Episodes

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.

Click here for appropriate Disclosures, in... more

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.

Click here for appropriate Disclosures, including analyst certifications, ... more

YouTube

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 eco... more

YouTube

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 disrupti... more

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Recent Guests

Charlene Liu
Head of China Internet Research
HSBC Global Investment Research, Hong Kong
Episode: Under the Banyan Tree - How is China using agentic AI?
Janet Yellen
Former United States Secretary of the Treasury and former Fed Chair
Federal Reserve; U.S. Treasury
Episode: Perspectives: Inside the Fed
Amos Hochstein
Advisor, former senior advisor to two US presidents; currently with TWG Global
TWG Global
Episode: Perspectives: Energy shocks and security
Prerna Garg
Equity strategist guest joining the discussion
HSBC Global Investment Research
Episode: Under the Banyan Tree – Behind one of the biggest rallies we've ever seen
Murat Ulgen
Global head of macro strategy
HSBC
Episode: The Macro Brief – Talking points from the HSBC Global Investment Summit
Yuqian Ding
Head of China Autos Research
HSBC Global Investment Research
Episode: Under the Banyan Tree – Get ready for a LOT of driverless cars in China
James Pomeroy
Global economist
HSBC Global Investment Research
Episode: The Macro Brief – Tracking economic disruption
Pranjul Bhandari
Chief India economist
HSBC Global Investment Research
Episode: The Macro Brief – Tracking economic disruption
Janet Henry
Global Chief Economist
HSBC
Episode: The Macro Brief – Shock to the system

Hosts

Piers Butler
Host of Macro Brief / HSBC Global Investment Research
Fred Newman
Chief Asia Economist

Chart Rankings

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

Apple Podcasts
#125
United Kingdom/Business/Investing
Apple Podcasts
#212
United Kingdom/Business
Apple Podcasts
#53
Hong Kong/Business/Investing
Apple Podcasts
#59
United Arab Emirates/Business/Investing
Apple Podcasts
#85
Japan/Business/Investing
Apple Podcasts
#92
Singapore/Business/Investing
Apple Podcasts
#100
Mexico/Business/Investing
Apple Podcasts
#143
India/Business/Investing
Apple Podcasts
#146
Hong Kong/Business
Apple Podcasts
#168
Poland/Business/Investing
Apple Podcasts
#169
Ireland/Business/Investing
Apple Podcasts
#195
Switzerland/Business/Investing
Apple Podcasts
#197
Indonesia/Business/Investing
Apple Podcasts
#207
United Arab Emirates/Business
Apple Podcasts
#216
Russia/Business/Investing
Apple Podcasts
#224
Austria/Business/Investing
Apple Podcasts
#236
Singapore/Business
Apple Podcasts
#239
Denmark/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Under the Banyan Tree - How is China using agentic AI?
Q: Why might subscription models work differently in China compared with the US?
Chinese consumers historically exhibit lower propensity to pay for services due to oversupply and a preference for free or bundled offerings, whereas the US market has shown more success with subscriptions, particularly among professional and enterprise users.
Under the Banyan Tree - How is China using agentic AI?
Q: Can you explain how the US approach to agentic AI differs from China's approach?
The US emphasizes general-purpose agents aimed at boosting workplace productivity, while China tends to build "super agents" embedded within ecosystem platforms like e-commerce and services, enabling seamless, context-rich interactions.
Under the Banyan Tree – Behind one of the biggest rallies we've ever seen
Q: What are the main risks investors should watch for?
Key risks include continued volatility from foreign outflows, the cyclical nature of memory pricing, potential supply catch-up as new factories come online, and energy-related constraints from the Middle East affecting input costs like oil and helium used in production.
Under the Banyan Tree – Behind one of the biggest rallies we've ever seen
Q: So Prerna, why has this market performed so well?
The market has benefited from a combination of a strong memory chip upcycle, a duopoly in Korean memory makers driving profits, supportive domestic policies that promote dividends and investor participation, and a broader narrative around AI-related capex that boosted equity demand.
The Macro Brief – Fuel, food and fertilisers
Q: How acute are the shortages expected to be in Asia, and what actions are being taken?
Asia is already experiencing tighter feedstock and energy supplies; governments have started implementing measures such as reduced consumption and rationing, alongside policy actions to stabilize supply chains and support critical industries like fertilizers and petrochemicals.

Audience Metrics

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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?

This show delivers concise, issue-focused conversations at the intersection of macroeconomics, markets, and global trade, with a heavy emphasis on Asia, China, energy, and policy-driven developments that move capital and supply chains. Episodes routinely feature HSBC researchers and industry analysts discussing how факторs like energy shifts, central bank policy, geopolitical tensions, and sustainability initiatives shape investment strategies, currency moves, and regional growth. A standout trait is the mix of high-level macro framing with tangible market implications, often tying insights to sectoral impacts (oil, shipping, consumer markets, and infrastructure) and actionable research notes for business leaders and investors.

A notable s... 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. Making Sense
3. Bloomberg Daybreak: Asia Edition
4. Exchanges
5. The Macro Brief by HSBC Global Research

How many episodes of HSBC Global Viewpoint are there?

HSBC Global Viewpoint launched 5 years ago and published 615 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. Charlene Liu
2. Janet Yellen
3. Amos Hochstein
4. Prerna Garg
5. Murat Ulgen
6. Yuqian Ding
7. James Pomeroy
8. Pranjul Bhandari

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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