Alastair Pinder, Head Global and EM Equity Strategist, looks at some surprising connections between AI and tariffs and how they are changing the way companies operate.

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The Macro Brief – How AI can mitigate tariff costs

Fred and Herald are back in the studio and ready to catch up on what's shaping Asian markets and economics right now.

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Under the Banyan Tree – Tariffs, AI and China’s fragile rally

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Adam Bothamley, Global Head of Debt Capital Markets, HSBC, together with George Sun, Head of Global Debt Markets, Asia Pacific, HSBC, discuss fixed income market dynamics – in both the primary and secondary markets. What are the main drivers of liquidity over the next year and how the primary market supply will develop for the rest of 2025?

This episode was recorded on the sidelines of the HSBC Asia Credit Conference 2025. Find out more here: https://www.business.hsbc.com/en-gb/campaigns/asia-credit-conference

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Bond market dynamics in primary and secondary markets

It’s a studio full of equity strategists as Herald is joined by Prerna Garg and Adam Qi to discuss the ever-growing numbers of Asian investors buying up stocks in the region, and why is now an important time for this trend to continue.

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Under the Banyan Tree – Asia buys Asia

How is the Middle East redefining its role as a trade and finance hub connecting Asia and Europe?

Join Karan Khanna, Managing Director, Head of Corporate Sales, Markets & Securities Services, HSBC Bank Middle East and Hani El Khoury, Head of UAE Sovereign Wealth Funds, HSBC Bank Middle East as they discuss the region’s growing role in global trade and outline the latest trends and opportunities - from treasurers embracing innovation to managing risk and seizing opportunities, and from FX volatility to ESG finance and digital transformation.

Find out more here. https://www.business.hsbc.com/en-gb/insights/market-and-regulatory-insights/treasury-beyond-borders-rewriting-the-middle-east-playbook

Treasury Beyond Borders - Gateway to growth: The Middle East’s evolving financial ecosystem

This episode is also available as a podcast, search "Global Viewpoint" on your preferred podcast player to watch, listen, and subscribe.

Sheng Wang, Head of Banks and Institutional Client Group Scale Markets from HSBC sits down with Benton Wong, the Vice President, Head of Sales & Marketing from Bond Connect Company Limited, to discuss the development of Bond Connect since its 2017 launch. They’ll cover how the program connects global investors to China's onshore bond market and latest initiatives relevant to China’s market opening.

Find out more here: https://www.business.hsbc.com/en-gb/campaigns/asia-credit-conference

Disclaimer: Views of external guest speakers do not represent those of HSBC.

China bond market access

Herald has returned from his summer holiday to a new buzzword in Chinese economics: “anti-involution”. Fortunately, Chief China Economist Jing Liu is on hand to explain what it means.

Disclaimer: https://www.research.hsbc.com/R/101/dGRXDLn

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Under the Banyan Tree – A business cycle with Chinese characteristics

Ahmed El-Hoshy, CEO of Fertiglobe, the world’s largest seaborne exporter of urea and ammonia combined, joins Zoë Knight, HSBC’s Global Head of Sustainability Research and Integration, to share insights on low carbon solutions for agriculture, including the huge potential for ammonia in the energy transition.

Watch or listen to the podcast to find out more.

This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in London on 18 June 2025.

Read more about the GCC conference here https://www.business.hsbc.com/en-gb/campaigns/hsbc-gulf-cooperation-council-conference-gcc

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Perspectives: Low carbon solutions for agriculture and industry

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Join Laura Acres, Managing Director, Head of APAC Corporate Finance at Moody’s Ratings, and Sean Henderson, Co-Head of Debt Capital Markets Asia Pacific at HSBC, as they explore the latest trends shaping the credit landscape. In this insightful discussion, recorded at the HSBC Asia Credit Conference 2025, they delve into key macro trends, fundamental shifts in global debt markets, and the impact of geopolitics and tariffs across Asia. Discover where value and hidden opportunities lie in today’s dynamic markets.

Find out more here: https://www.business.hsbc.com/en-gb/campaigns/asia-credit-conference

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Credit value and risk in Asian and global markets

James Pomeroy, Global Economist, examines whether the frontloading of global trade in the first half of the year could unravel as new tariffs kick in.

Disclaimer: https://www.research.hsbc.com/R/101/zDWvnwS

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The Macro Brief – Payback time?

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 Financial Technology and more.

For more information about anything you heard on this podcast or to learn how HSBC can help your business find international growth opportunities, please visit https://www.gbm.hsbc.com/ [http://grp.hsbc/gvbm].

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Garen Yebremian

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