Three renowned experts discuss China’s economic relationship with Europe and the US.

Dr Frederic Neumann, Chief Asia Economist and Co-head of Global Investment Research Asia, HSBC, is joined by Joerg Wuttke, Partner, DGA Group, and Chris Johnson, President and CEO, China Strategies Group. They share insights on the big themes impacting China-US and China-Europe relations, including trade tensions, investment, overcapacity, technology competition, the opportunities for multinational corporates in China, and much more.

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’s economic relationship with the West

Ahead of the Federal Reserve’s September meeting, US economist Ryan Wang assesses the potential pace of interest rate cuts and the implications of the growing US deficit.

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

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The Macro Brief – US rate cuts & spending gluts

Fred and Herald sit down to discuss the idea that there could be a fundamental shift happening in global investment patterns. The question is, if investors are looking beyond the US market, what could that mean for Asia?

Disclaimer: https://www.research.hsbc.com/R/101/7WnBPrD

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Under the Banyan Tree – Is a generational investment shift upon us?

Join Aditya Lakhanpal, Managing Director, Corporate Sales, Markets and Securities Services, HSBC India and Mohit Agarwal, Managing Director, Head of Global Trade Solutions, India and South Asia, HSBC as they share essential insights for treasurers navigating change in one of the world’s fastest-growing markets. From UPI’s instant payments and the digital rupee to GIFT City’s rise and ESG integration, this episode explores the opportunities and challenges reshaping cash, liquidity, and risk management.

Treasury Beyond Borders - Treasury in 2030: India’s playbook from UPI to the digital rupee

From sticky inflation to precarious public finances, Liz Martins, Senior UK Economist, assesses the UK’s financial troubles as the country looks ahead to an Autumn Budget.

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

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 The Macro Brief – The UK’s perfect storm

With Vietnam on the cusp of an index upgrade, Herald and Fred sit down with Asia Equity Strategist Prerna Garg for a look at what emerging market status could mean for the country, and how it's served former frontier markets in the past.

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

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Under the Banyan Tree – A status update for Vietnam?

How are Europe’s treasurers adapting to a rapidly evolving landscape?

Join Yasemin Artar, Head of Corporate Sales, Markets & Securities Services, HSBC Europe and Marwan Dagher, Head of Markets & Securities Services, HSBC Continental Europe, as they discuss the drivers reshaping corporate priorities across the region - from regulatory change and the implications of a Digital Euro to the rising importance of FX risk management and cash flow forecasting.

Bridging innovation and resilience: Europe connected

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

In this episode, Uma Bohne-Gill, Head of Institutional Sales, Asia Pacific at HSBC, sits down with Robert Watts, COO and Head of Finance, Asia Pacific at Marex, to explore the challenges and unique opportunities facing modern treasurers in today's economic climate. Discover how the treasury function is adapting and leading in the current landscape.

Find out more here: https://www.business.hsbc.com/insights/facilitating-trade/the-new-protector-treasurers-strategic-advantage

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.

The new protector: Treasurers’ strategic advantage

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.

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

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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.

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

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://www.gbm.hsbc.com/insights/global-research.

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

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.

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Garen Yebremian

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