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?

Areeb Pasha and Khaled Alfakesh, the respective CFOs of fast-growth, consumer-focused tech firms in the Middle East, Dubizzle and Talabat, join Samer Deghali, Co-Head of Capital Markets and Advisory, MENAT, HSBC in this video podcast.

They discuss their growth stories (including Talabat’s experience post-IPO and Dubizzle’s acquisition strategy), how they are adapting to changing consumer needs, the UAE real estate market, and their priorities ahead. They also share their advice for other businesses looking to expand in the UAE.

Watch or listen 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: The Middle East’s new economy

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

Marcio Bogoricin, PIMCO’s Head of Asia Wealth Management (ex-Japan), joins Guan Sim Ng, HSBC’s Institutional Client Group Head in Singapore for a dynamic discussion about the strategic role of credit in private wealth.

Watch or listen to their expert insights on what’s prompting Asia’s wealthy individuals to invest more in fixed income from its positive return profile to new opportunities in private credit.

This episode was recorded on the sidelines of the HSBC Asia Credit Conference 2025 in Singapore. Find out more here: https://www.business.hsbc.com/en-gb/insights/financing/strategic-role-of-credit-in-private-wealth

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

Strategic Role of Credit in Private Wealth

Chris Hare, Senior European Economist, and Paul Mackel, Global Head of FX Research, talk through the potential implications of the US-EU trade deal.

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

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The Macro Brief – Transatlantic tariff truce

Hatem Dowidar, Group CEO of e&, joins Nabeel Albloushi, HSBC’s Head of Markets & Securities Services, MENAT, to share insights on the Middle East’s tech landscape and how e& made the shift from telecom operator to global technology group.

Watch or listen to find out more.

This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in London on 19 June 2025.

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

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

Perspectives: e& – from telco to tech group

With fresh US tariffs due to come into effect on 1 August, Alastair Pinder, Head EM and Global Equity Strategist, looks at how markets are pricing in heightened uncertainty.  

Disclaimer: https://www.research.hsbc.com/R/101/H9vWhSr

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The Macro Brief - Pricing tariff risks

Fred Neumann sits down with Head of China Autos research Yuqian Ding to talk all things EV in China, from scale and competition to autonomous driving and tank turns. Disclaimer: https://www.research.hsbc.com/R/101/DXgQnBt

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Under the Banyan Tree - China EVs: cost, competition and karaoke machines

What’s unique about Emerging Markets and what themes should investors be paying attention to? Polina Kurdyavko, Head of BlueBay Emerging Markets, joins Craig Kussel, HSBC’s Head of Emerging Markets Macro Sales – UK, South Africa and Israel, for a discussion about the risks and opportunities across Emerging Markets against a dynamic backdrop, where investors are seeking diversification.

Watch or listen 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: Emerging Markets – new dynamics

Against a backdrop of continuing uncertainty, James Pomeroy, Global Economist, explains whether the latest data – and the price of bananas - provide any clues about state of the economy.

Disclaimer: https://www.research.hsbc.com/R/101/6dKvcRB

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The Macro Brief – What bananas are telling us about the global economy

Fred Neumann is joined by fellow Asia economists Erin Xin, Aris Dacanay and Justin Feng for a look at the key economic and political events coming up in the region in the next few months. Disclaimer: https://www.research.hsbc.com/R/101/MNXDdMq

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Under the Banyan Tree - The economists' guide to summer in Asia

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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