HSBC Global Viewpoint

In this edition, Janet Henry chats with Pranjul Bhandari about the outlook for growth in India, the world's most populous economy, and Indonesia, which is set to have the fourth-largest consumer population by 2030. Disclaimer: https://www.research.hsbc.com/R/61/97zmtKl 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. Hosted on Acast. See acast.com/privacy for more information.

The landscape of Quantitative Investment Strategies has evolved considerably over the last 10 years. It has gone from focusing on building strategies targeting a single solution for a number of different scenarios, to now focusing on creating strategies targeting specific risk premia and that means understanding what risks markets are facing. Gabriela Tennhard, Global Head of Market & Strategic Insights for Markets & Securities Services, HSBC, is joined by James Pomeroy, Global Economist & Max Kettner, Chief Multi-Asset Strategist, both from HSBC Global Research, and Karim Traore, Head of EMEA QIS Solutions, HSBC Markets & Securities Services, as they give us an update of the current macro landscape and the outlook for equities and bonds in the short to medium term, by clicking on one of the buttons below. Hosted on Acast. See acast.com/privacy for more information.

Fred Neumann and Herald van der Linde discuss the knock-on effects of China’s slowdown across Asia, including the impact on trade, equity markets and finance. Disclaimer: https://www.research.hsbc.com/R/61/MnXJWsC 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. Hosted on Acast. See acast.com/privacy for more information.

In this edition, the team focuses on a big problem for the apparel industry: millions of returned goods are ending up in landfills and incinerators. Plus, we look at the sector's executive pay policies and whether they encourage sustainability. Disclaimer: https://www.research.hsbc.com/R/61/RlZpgGb 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. Hosted on Acast. See acast.com/privacy for more information.

Retrofitting existing buildings to make them more sustainable is a growing trend as the real estate industry looks to meet net zero targets. In this podcast, we examine the potential of retrofitting to reduce energy emissions. We look at how it works, what investors and developers can expect, and what the financials are in the current market, from both a UK and Asia perspective. Guests Matt Mason, Partner and Head of Development at Crosstree Real Estate Partners in the UK, and Annie Feng, Sustainability Lead for Asia Pacific at Arcadis, join host Vivian Wong, Director of Real Estate Finance, HSBC Hong Kong to discuss the opportunities and challenges in the sector. For more information on HSBC’s Transition Pathways Real Estate findings discussed in the episode visit here. Hosted on Acast. See acast.com/privacy for more information.

The podcast explores the challenges faced by emerging markets, including higher bond yields, a stronger dollar, and China's slowing recovery. It discusses the latest sentiment survey results, concerns about inflation, and the potential shift towards a bottom-up approach. The 'three S's' framework for emerging markets is explored, along with highlights from regional reports on challenges and bright spots in Asia, Europe, Central and Eastern Europe, and the Middle East and Africa.

The podcast discusses the impact of rising US bond yields on Asian economies, including the strength of the US economy, higher interest rates, and the consequences for Asian equity markets and currencies. It explores the benefits for exporters and banks, the offsetting growth story in countries like India, and the role of Asian central banks in mitigating the effects.

The podcast discusses the opportunities and challenges arising from the evolving global trade landscape, including supply chain management, ESG, and digital innovation. It explores the impact of changing trading conditions on businesses and treasurers, emphasizing the need for adaptation and addressing sustainability. The role of banks in aiding clients' transition to a new trade reality through digitization and automation is also discussed.

This podcast explores the economic outlook and the challenges faced by central banks in managing interest rates. It delves into the impact of rising oil prices on inflation and economic growth, as well as global growth revisions and inflation challenges. The final chapter covers the outlook for the global economy, an investment seminar, bond market analysis, and a primer on ASEAN economies and markets.

Join Herald van der Linde, Michelle Kwok, and Raymond Liu as they analyze the current state of the real estate market in Hong Kong, discuss the falling property prices and weak demand, and explore the impact of government policies. They also examine the outlook for the retail market, the recovery of the retail market in Hong Kong, and the challenges faced by the residential market. Finally, they discuss the challenges in the office market, the impact of Covid, and expectations for the future.