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HSBC's Rajesh Kumar on Novo Nordisk: We want to see management team execute turnaround strategy
Youtube· 2025-10-22 00:36
Welcome back to Money Movers. A major shakeup today at Novo Nordisk. The chairman and vice chair along with five independent board members, all not standing for reelection at the company's extraordinary general meeting in November.This follows Novo shakeup of its top post back in May when the company ousted CEO and appointed a new CEO in August. Novo Nordis just wrapping up its investor conference call today. HSBC's Rajeskumar was on the call and joined us with his reaction.Uh I I'm just making a list of al ...
FTSE 100 edges higher on HSBC boost; Segro climbs after results
Reuters· 2025-10-21 19:09
London's FTSE 100 rose for a second consecutive day on Tuesday, led by gains in warehousing group Segro and HSBC, as investors looked ahead to the domestic inflation report due later in the week. ...
The U.S. assistance package to Argentina is 'unprecedented', says Ashmore's Gustavo Medeiros
Youtube· 2025-10-21 19:07
A group of banks including JP Morgan, Bank of America, Cityroup, and Goldman Sachs struggling to put together a $20 billion loan to Argentina without leaving themselves on the hook to the South American country. That's according to the Wall Street Journal, which is now adding that the banks are looking for some type of guarantee to make sure they're going to get their money back as part of the Trump administration's Argentina assistance package. Joining us right now, Gustavo Maderas.He's the head of global ...
汇丰调查:近六成受访海外企业家未来一年内有意在中国内地开展业务
中国新闻网· 2025-10-21 16:07
本次调查还发现,在当前不确定的市场环境下,艺术品作为一种另类投资选择,正受到越来越多东亚地 区企业家的青睐,尤其是中国企业家。43%的中国内地受访者将个人财富投入艺术品收藏,远超全球平 均水平的24%。(完) 汇丰调查:近六成受访海外企业家未来一年内有意在中国内地开展业务 中新社上海10月21日电 (记者 姜煜)汇丰私人银行21日发布《全球企业家财富报告》称,近六成(58%)受 访的海外企业家有意在未来一年内在中国内地开展业务。 本项调查由市场研究公司Ipsos代表汇丰私人银行在亚洲、中东及欧美等15个市场开展,面向2939名拥 有至少200万美元可投资资产的高净值企业家进行。来自中国内地的400多位企业家参与了调查。 人工智能技术的广泛应用、高技能且具备竞争力的劳动力市场以及庞大的客户群体,是受访企业家看好 中国内地市场的关键因素。其中,来自印度尼西亚(83%)、阿联酋(81%)以及沙特阿拉伯(79%)的企业家 对布局中国内地市场的兴趣尤为浓厚,反映了亚洲企业家日益国际化的投资视野。 与海外企业家看好中国内地人工智能发展潜力相呼应,中国内地企业家同样受科技进步带来的增长机遇 鼓舞,因此对业务前景保持乐观,并 ...
调查显示:近六成海外企业家未来一年有意在中国内地开展业务
搜狐财经· 2025-10-21 12:59
转自:北京日报客户端 汇丰私人银行发布的《全球企业家财富报告》显示,面对市场波动和经济不确定性,全球企业家计划通 过投资人工智能技术、开拓海外市场等举措推动业务增长。中国内地业务机遇获得全球企业家高度关 注,58%的受访海外企业家有意未来一年在中国内地开展业务。 图源:视觉中国 受访企业家看好中国内地市场的关键因素包括人工智能技术的广泛应用,高技能且具备竞争力的劳动力 市场,以及庞大的客户群体。印尼(83%)、阿联酋(81%)、沙特(79%)企业家对布局中国内地市 场的兴趣尤为浓厚,反映了亚洲企业家日益国际化的投资视野,体现出中国与东盟、中东等经济走廊持 续释放的强劲活力。 受科技进步尤其人工智能带来的增长机遇鼓舞,中国内地企业家对业务前景保持乐观,并积极布局未 来。开拓新市场(59%)、投资人工智能技术(50%)与扩充人才队伍(41%)成为未来一年业务拓展 的三大首选举措。 调查还考察了全球企业家对个人财富的看法。与其他市场相比,中国内地受访企业家更倾向将个人财富 与企业发展深度捆绑,46%的受访者表示,持续投资企业并扩展业务版图是他们积累财富的重要动力。 他们也更注重财富为家庭创造的价值,保障家人健康(5 ...
HSBC taps ex-NatWest executive to lead UK business, FT reports
Reuters· 2025-10-21 11:45
公司高层人事变动 - 汇丰银行聘请前NatWest高管David Lindberg领导其英国业务 [1] - 此次人事任命是首席执行官Georges Elhedery领导下最新一次高层重组 [1]
HSBC grants Grupo Rotoplas the 2025 ELIS Award, completing its recognition across all ESG dimensions: Environmental, Social, and Governance
Prnewswire· 2025-10-21 07:21
Accessibility StatementSkip Navigation MEXICO CITY, Oct. 20, 2025 /PRNewswire/ -- Grupo Rotoplas, S.A.B. de C.V. (BMV: AGUA), the leading provider of innovative water solutions in the Americas, announces that it has received the 2025 Sustainable Innovation Leadership Award (Premio Empresas LÃderes en Innovación Sustentable – ELIS), granted by HSBC in collaboration with EY. This year's recognition in the Environmental category marks an important milestone for the Company. With this achievement, Rotoplas comp ...
Earnings are driving market enthusiasm despite lack of economic data: HSBC's Kettner
Youtube· 2025-10-21 07:06
市场表现与驱动因素 - 道琼斯指数和标普500指数录得自8月以来最佳单周表现,这是三周内的第二个上涨周 [1] - 短期市场热情的主要驱动力来自财报季的升温,而非美联储政策对话 [1] - 第三季度财报季的共识预期设置与第二季度类似,但非科技类公司的共识预期在进入第三季度财报季时环比下降了2% [2] 盈利预期与实际表现 - 市场共识盈利预期处于极低水平,这转移了市场焦点,使其不再仅仅关注“七巨头”和人工智能话题 [3] - 在第二季度,标普500指数中除“七巨头”外的493家公司的共识盈利预期约为2.5%,但实际盈利增长达到了8.5%,显示出巨大的上行空间 [3] - 上周市场的短暂波动已足以触发明确的买入信号,但部分投资者因风险偏好降低而措手不及,再次错过了非常强劲的财报季 [4] 行业板块轮动与观点 - 近期表现领先的板块包括区域性银行、住宅建筑商和石油,而表现较好的是医疗保健和公用事业等防御性板块以及黄金 [5] - 石油板块的表现不佳被归因于美国驾驶季节结束后出现的供应过剩问题,因此投资组合中几乎不配置石油和能源 [7] - 区域性银行自2023年初硅谷银行事件以来,其表现落后于大型银行超过25个百分点,因此大型银行被视为更安全的投资选择 [8] - 当前的板块轮动并非完全从人工智能和科技股转向其他落后板块,而是涉及在人工智能和科技股之外,逢低买入银行股,并部分轮动至对制造业敏感的工业类股 [9] 黄金价格驱动因素 - 黄金价格当日上涨超过3%,其驱动因素与股票市场不同,股票市场受人工智能相关资本支出希望和盈利增长扩散推动 [11][12] - 黄金上涨的故事主要围绕中国囤积黄金以及各国央行持续进行资产多元化配置 [12] - 黄金被视为应对全面名义资产价格通胀的典型对冲工具,而非基于货币贬值逻辑的交易 [14]
智通ADR统计 | 10月21日





智通财经网· 2025-10-21 06:46
港股市场表现 - 大型蓝筹股多数上涨,汇丰控股收报102.033港元,较香港收市跌0.07%,腾讯控股收报634.928港元,较香港收市涨1.18% [2] - 在27只主要港股中,26只股价上涨,仅泡泡玛特股价下跌1.09%至272.400港元 [3] 个股价格变动 - 网易-S涨幅最大达5.18%,股价上涨11.600港元至235.400港元 [3] - 阿里巴巴-W上涨4.86%,股价上涨7.500港元至161.900港元 [3] - 友邦保险上涨4.42%,股价上涨3.050港元至72.100港元 [3] - 百度集团-SW上涨3.72%,股价上涨4.200港元至117.100港元 [3] - 腾讯控股上涨3.21%,股价上涨19.500港元至627.500港元 [3] - 携程集团-S上涨3.29%,股价上涨17.500港元至549.500港元 [3] - 美团-W上涨2.28%,股价上涨2.150港元至96.650港元 [3] - 香港交易所上涨2.66%,股价上涨11.000港元至425.000港元 [3] - 小米集团-W上涨2.57%,股价上涨1.180港元至47.140港元 [3] - 建设银行上涨1.71%,股价上涨0.130港元至7.750港元 [3] - 工商银行上涨1.72%,股价上涨0.100港元至5.910港元 [3] - 中国平安上涨1.12%,股价上涨0.600港元至54.300港元 [3] ADR价格比较 - 多数公司ADR价格高于港股价格,网易-S ADR较港股溢价2.086港元 [3] - 香港交易所ADR较港股溢价6.934港元 [3] - 京东集团-SW ADR较港股溢价3.334港元 [3] - 腾讯控股ADR较港股溢价7.428港元 [3] - 阿里巴巴-W ADR较港股溢价6.552港元 [3] - 汇丰控股ADR较港股折价0.067港元 [3] - 中信股份ADR较港股折价0.114港元 [3] - 交通银行ADR较港股折价0.147港元 [3]
HSBC's Max Kettner: Earnings are driving market enthusiasm even without economic data
Youtube· 2025-10-21 04:51
indices all coming off their second positive week in three. The Dow and the S&P with their best week since August. Joining us with his outlook this morning, HSBC chief multiasset strategist Max Kentner.Max, good to see you again. What do you think is driving some of this short-term enthusiasm. It's I mean, without data, we don't have as many Fed conversations, but certainly earnings are beginning to heat up.Yeah, I think it's uh really the earnings side of things because when we look at earnings expectation ...