Global Perspectives

Leading experts from HSBC's Asia-Pacific business reflect on some of SIBOS' main talking points and outline how the bank is responding to the changes in what is likely to be a transformative decade ahead, with many now rapidly embracing digitalisation and sustainability, and integrating them into their cash management, trade finance and securities services capabilities.


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Global investor demand for exposure to Asian assets is high and Asian asset managers are increasingly using UCITS as a vehicle to satisfy it. However, this is not without its challenges, especially for managers unfamiliar with local market practice and the nuances of investor preferences outside Asia.


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The financial world is on the verge of the next paradigm of asset representation. HSBC has been instrumental in the development of the digital ecosystem and our ambition is to help our clients navigate this transformation and take advantage of the many opportunities in the digital assets ecosystem.


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Having witnessed first-hand the disruption and economic turmoil being inflicted by the pandemic, market participants are accelerating their climate change action plans as they look to transition to net zero. Sustainability was a major theme at Sibos 2021, but what were the main talking points?


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Speaking at Sibos 2021, Noel Quinn, Group Chief Executive at HSBC, shares his unique insights into some of the changes, which are likely to revolutionise both the banking and corporate landscapes over the next few years including the future of work, sustainability and digital currencies.


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Read more about some of the key global policy priorities and regulations to watch as we move into 2022.


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The Central Securities Depositories Regulation (CSDR) Settlement Discipline Regime (SDR) will come in to force on 1st February 2022.  It is important that asset owners and managers are prepared for and compliant with the Regulation. Our latest operations guide will help you to navigate the impact of CSDR implementation.

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The UAE have introduced Multiple Investor Numbers (Multi-NIN) which now enable certain categories of investors to operate more than one investor number. As a result of this, investors are better able to manage their investment portfolios by segregating ownerships between their main NIN and additional NIN with the same or different custodians. Listen to the second edition of our MENATalks podcast as Rocio Echague, Head of Securities Services UAE, HSBC Bank Middle East Limited and Frankie Vaz, Senior Regional Product Manager MENAT, Securities Services, HSBC discuss this new market development.

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The New Omnibus Tax Law will come into effect on 2 August 2021 in Indonesia. Listen to Clarita Felicia Kurnia, Head of Tax, Securities Services Operations and Agusno Irawan, Head of Direct Custody and Clearing Client Services in HSBC Indonesia as they provide an overview on the new law and as well as share their custody related tax experiences in the Indonesia market.


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After suffering from a brief but violent COVID-19 induced economic contraction at the start of 2020, China’s GDP (gross domestic product) is once again rebounding. As a result, investor interest in China is on the rise. These investor inflows into China are also being fuelled by the sheer scale and diversity of the local market; positive market liberalisation measures; and index inclusions.


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After more than 18 months of periodic lockdowns of varying intensity across the world, the securities services industry is now unrecognisable to what it was like pre-COVID-19. Initially, market participants were forced to rapidly transform their business models and ways of working, as the severity of the pandemic became increasingly stark. In addition to demonstrating enormous resiliency in an unprecedented crisis, the industry also managed to adapt successfully to the massive changes which subsequently followed.


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India’s economy – having been decimated by multiple waves of COVID-19 and strict lockdown measures – is now firmly in recovery mode. The rejuvenation of India’s economy is being facilitated by a number of positive macro fundamentals. HSBC Markets and Securities Services looks in depth at some of the drivers behind India’s spectacular economic revival.


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Environmental, Social, and Governance (ESG) focused investment strategies are surging in popularity, while the drive for tax efficient returns through Tax Transparent Funds (TTF) is irresistible. The potential to combine both trends could deliver investor value.


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According to the IMF Regional Economic Outlook report, the outlook for the Middle East and Central Asia will vary significantly across countries, depending on the pandemic’s path, vaccine rollouts, underlying fragilities, exposure to tourism and contact-intensive sectors. Listen to Brian Godins, Regional Head of Asia Pacific & MENAT, Securities Services, HSBC, and Stuart Warner, Head of Banks & Broker Dealers Product Europe, MENAT & the Americas, Securities Services, HSBC, in the second edition of the MENATalks podcast as they discuss the economic outlook and investment landscape of the MENAT region.

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This article seeks to navigate the recent European digital asset consultations and regulations, including the contents of the European Commission’s Digital Finance package published on 24 September 2020. It also examines the position in the United Kingdom and Germany, whilst understanding the complexities behind the innovative product developments in this field.


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Asia is emerging as a leading region in environmental and social issues, where a vast majority of investors and issuers consider these topics as important or very important. Listen to Niccolo Polli, CEO of HSBC Luxembourg and Riccardo Millich, Asia- Europe Sales Lead, HSBC Luxembourg as they discuss the opportunities and implications of ESG investing in Asia.


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Legislating for the clearing and margining of derivatives trades has been a major undertaking for the world’s regulators since the 2008 financial crisis, with many new rules related to this topic having come into force in the intervening years. Henry Raschen, Director, Regulatory Outlook at HSBC’s Securities Services discusses the requirements and implications of UMR with Craig Cowe, Director, Collateral Product Management and Helen Baker, Director, Global Custody Product Management.


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The pandemic has underscored how important it is for financial institutions to have robust operational resiliency processes in place. A failure to do so not only exposes banks to enormous risk, but also their clients too. HSBC Securities Services examines some of the safeguarding measures that banks are developing to help ensure successful business continuity during crises.


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As banks look to expand the number and scope of services which they offer clients, many are increasingly embracing digitalisation. This transformation is evidenced by the industry’s development of digital custody solutions and its wider adoption of innovative technologies such as DLT (distributed ledger technology); smart contracts; AI (artificial intelligence) and APIs (application programming interfaces).


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The European Union’s proposed Digital Operational Resilience Regulation (DORA) focuses on risks stemming from reliance on Information and Communication Technology (ICT), particularly any specific characteristics of digital resilience, with emphasis on concentration risk in ICT. Listen to Henry Raschen, Director, Regulatory Outlook at HSBC’s Securities Services and Claire Harrop, Senior Associate in the Financial Institutions Group at Freshfields, discuss DORA’s content, progress and implications for financial firms now.


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Fuelled by the rapid progress of digitalisation across financial services, regulators are scrutinising some of the technologies reshaping the industry. In the EU, regulators are putting together a comprehensive supervisory framework to oversee crypto-assets, a market that is undergoing exponential growth. Experts at HSBC's Markets and Securities Services Forum – Opportunities in 2021 and Beyond – shared some of their insights into how the EU's digital reform package could impact markets.


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ESG (environment, social, governance) investing has been expanding for several years now, but it has undergone exponential growth since the pandemic. Experts at HSBC's Markets and Securities Services Forum – Opportunities in 2021 and Beyond – shared their insights looking at the drivers fuelling the tectonic growth in ESG investing.


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The European Union’s proposed Markets in Cryptoassets Regulation (MiCA) aims to regulate many types of cryptoassets not already within MiFID, harmonising regulatory treatment, mitigating risks, and making the EU an attractive place for cryptoasset business to locate in.


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The transition period for the UK leaving the European Union (“Brexit”) ended on 31 December 2020. In the months before the transition period ended, the UK converted into law any existing EU regulations that had direct effect in the UK at the end of the transition period. During this “onshoring” process the UK in some cases made technical and other amendments to the legislation so that it would work in the UK after Brexit. EU Directives applying before 31 December 2020 already formed part of UK law, so did not need UK onshoring.


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Securities Lending and Borrowing (SLB) in India has experienced exponential growth in the past few years following initiatives undertaken by the Indian regulators to increase participation in the market. Listen to our experts as they share their insights on this rapidly evolving market.

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Part 2 of our L (IBOR) series, L (IBOR)- the final lap, explores the latest announcements by regulators and in-depth insights from market participants.


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After the successful inclusion in the MSCI Emerging Markets Index last November, Kuwait is continuing its ambitious Market Development Program with the implementation of the new “Net Settlement” trade mechanism.


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The highly anticipated Investment Limited Partnership (ILP) revised framework is now in place in Ireland. This exciting development adds to Ireland’s suite of legal structures and offers a great option for private assets managers and investors eyeing Ireland as a hub for EU and International distribution. As an established domicile in the alternatives sector, the ILP will lead the way for Irelands growth in private asset funds.


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The challenge Securities Services has faced with ESG reporting is that although there is a plethora of ESG data available, including highly respected but differing research methodologies, there are very few commonly accepted, standardised and quantitative ESG data points that are suitable for use in periodic investment reporting.


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Middle office outsourcing is gaining traction globally. Learn more about how HSBC can help you transition to a more efficient and sustainable operating model.


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Despite the myriad challenges presented by the COVID-19 pandemic, Kuwait's inclusion in the MSCI Emerging Markets index took place on November 30th, 2020. This report outlines the steps taken by key stakeholders responsible to set the conditions for such an achievement, and how investors are best-placed to take advantage of one of the most significant market milestones for Kuwait this decade.


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The insurance industry is poised for transformation. Regulations, newcomers with disrupting technology, and fierce competition for best in class investments with lean operating models are testing the resilience, strategies and efficiencies of those in the industry.

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The opportunities for foreign insurers. China has opened its doors to foreign insurers in a bid to further liberalise the financial market.


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At HSBC, we’re transforming the way we operate to enhance customer experiences. In 2020, we launched our Bot River, a virtual assistant built on our messaging platform Symphony, making it easier for customers to interact with us.


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In Part 2 of our series, we will investigate future trends in TA and how the challenges of the current model can be used to create opportunities through an agile and globally digitised offering.


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One of the biggest opportunities to transform our industry lies in digitisation and automation. Here we explore the impact of Distributed Ledger Technology and emerging technologies on Financial Market Infrastructure with an Asian perspective.


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As China opens up, foreign investors have more ways to access the mainland financial market and need to navigate the evolving regulatory landscape. We are here to help. Watch this video to learn how Markets and Securities Services can support your ambitions in accessing the Chinese market.


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Tokenisation, powered by distributed ledger technology (DLT), has the potential to accelerate progress on one of the most pressing challenges facing the world today – reducing global wealth disparities.


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The rise of Middle Office outsourcing in Asia. Middle office outsourcing is still in its infancy in many Asian markets, but it has been growing here as asset managers recognise the benefits in cost, managing risk, easing regulatory burden, and gaining access to up-to-date technologies.


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Listen to our webinar replay and join our panel of specialists discussing the launch of our reporting service that provides our Securities Services clients with independent measurement of how focused their listed asset investments are on environmental, social and corporate governance (ESG) issues.


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The service will consist of a monthly reporting dashboard, including portfolio-level analysis using ESG ratings, and carbon emissions data.


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Market connectivity, index inclusion, and increased FX trading options, are all areas where China has made progress in reforming its financial system.


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Since the first COVID-19 outbreak, Securities Services has been working hard to ensure that our service delivery to you continues. Watch more about how our clients are at the heart of everything we do.


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Our specialists from HSBC Securities Services & Global Markets outline their views and explore whether or not ETFs have stood up to the ultimate stress-test brought about as a result of COVID-19.


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Asset pooling has been one of the biggest trends for European Insurers over the last few years. This paper explores the reasons behind this, the potential opportunities in Asia and what insurers may need to consider.

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Transfer agents are continuing to be a vital component in the fund industry with technology playing a key role.


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Our 2020 Regulatory Outlook webinar explores some of the key regulatory developments that will shape the financial services industry in 2020 and beyond.


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A thought leadership article focussing on Kuwait’s inclusion into MSCI Emerging Markets Index.


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