HSBC Global Private Banking’s Post

As the global economic landscape continues to evolve, it is crucial for investors to look for diversified asset allocation opportunities and take a strategic approach to investing. Jackie Mau, Head of Global Private Banking at HSBC China, recently had a discussion with Alisa Wood, Partner of KKR, on investment trends as well as how to maximise opportunities and manage risks in a complex world with uncertainties. Watch their full discussion here. #Investment #WealthManagement #PrivateEquity

Looking ahead to 2024, the investment environment remains complex. However, we continue to identify opportunities and positive drivers that support markets amidst the uncertainty, including the ongoing disinflation in the West. With our “Q1 2024 Investment Highlights” video, we present you with our four main priority actions and investment themes to help you prepare for investing in 2024. #HSBC #Investment #CIOInsights Investment involves risk. The information in the video does not constitute a solicitation for the making of any deposit or investment in any products. The information contained herein is intended for persons in Hong Kong only.

As we step into 2024, Lina Lim, Regional and Hong Kong Head of Discretionary and Funds, Investments and Wealth Solutions, Asia Pacific, HSBC, shares views on strategies that could benefit portfolios with Asian Private Banker. Read more here: https://grp.hsbc/6047TWYfS #AsiaWealth #InvestmentTrends #Fund

“’Improved margins and secular drivers, such as technological and healthcare innovation, should support US earnings growth. In Asia, we expect Japanese equities to further outperform due to the reflation trend and corporate governance reforms. With an upgrade in Japanese equities and a more bullish view on the US, we upgrade global equities to overweight,” shares Willem Sels , Global Chief Investment Officer, HSBC Global Private Banking and Wealth. “Bonds remain in favour amid a disinflationary environment, falling real yields and increased geopolitical risks. They are still in demand for income generation and diversification benefits.” Read March Investment Monthly in 1 Min: https://grp.hsbc/6044XefDq #HSBC #IMin1min #WealthInsights #CIO #InvestmentMonthly

According to people with knowledge of the situation, Morgan Stanley and HSBC are laying off dozens of investment banking employees in the Asia Pacific this week due to a decline in transaction activity and slowing markets in China and Hong Kong, which is negatively affecting their business prospects. According to three people with knowledge of the situation, Morgan Stanley is laying off at least 50 investment banking employees in the area beginning this week. This represents around 13% of the Wall Street company's 400 investment banking employees in Asia. Read more -

Hong Kong’s sluggish IPO market isn’t likely to recover until at least the second half of this year, even as investment flows to China show signs of rebounding, according to HSBC Holdings Plc’s top investment banker.

Asia’s robust private wealth accumulation, resilient middle-class consumers, digital transformation and green transition offer solid domestic drivers to support healthy economic growth. As the global economy heads towards a soft landing, opportunities arise for investors to put excess cash to work ahead of expected rate cuts. Our Asia CIO Cheuk Wan Fan discusses our investment outlook and strategic allocation in various asset classes across quality bonds, structural growth leaders in equities and alternatives to build a diversified portfolio to mitigate market volatility. Watch her full interview with ANC Market Edge’s Michelle Ong here: https://grp.hsbc/6041rlSXx #InvestmentOutlook #InvestmentInsight #WealthManagement

More on MSCI / China - two spaces to watch are real estate for distressed private equity (LCY) and banking sector, for potential entry points. "China is embarking on the biggest consolidation of its banking industry by merging hundreds of rural lenders into regional giants amid growing signs of financial stress. After engineering mergers of rural cooperatives and rural commercial banks in at least seven provinces since 2022, policymakers look to tackle risks in the $6.7 trillion sector this year. That means another wave of consolidation is on the way across the nation. “It’s where risks are the most concentrated among smaller financial institutions, so China is pushing the reform at a faster pace,” said Liu Xiaochun, deputy director of think-tank Shanghai Finance Institute."

The rise of wealth in Asia is not showing any signs of slowing. How can financial institutions capture the new growth opportunities from this wealth revolution? Join us in person at the HSBC Financial Institutions Conference on 16 May in Singapore to connect with industry leaders across Asia Pacific and get access to the latest insights around the new reality in finance. To register, contact your HSBC representative. #FinancialInstitutions #HSBCFIG Annie Chai Patrick BOUMALHAM Michael Blake Tommy Leung

Strategic Insights from HSBC’s CIO for Southeast Asia and India, Global Private Banking and Wealth: James Cheo on Navigating Global Investment Markets Hubbis recently enjoyed an insightful and informative discussion with James Cheo, CFA, CAIA, FRM, the Singapore-based Chief Investment Officer, SE #Asia and #India, for HSBC Global Private Banking & HSBC Wealth. James shed light on the nuances of investor psychology amidst fluctuating interest rates in the US and Europe, provided strategic insights into current investment opportunities in bond and equity markets, and evaluated the long-term implications of technological advances such as artificial intelligence on global economies and markets. He advocated that investors take a longer-term portfolio formation view and shift from cash to investments, promoting the 50/50 or 60/40 portfolio, with fixed income compelling in light of rates that should gradually fall (albeit perhaps not imminently), and with equities high in the US but still present opportunities, especially related to AI, and with buying opportunities emerging at times of weakness amidst ongoing volatility. He also pointed to the merits of alternative and private assets as valuable mid to long-term diversification opportunities. His overall advice was that investors should pursue smart, balanced strategies amid the complex global financial landscape, crafting portfolios that are resilient and responsive to both current trends and potential future shifts. Read on: https://lnkd.in/g3v4JPvM