Category HSBC

Blain’s Morning Porridge Climate Change ESG HSBC

ESG Heresy Triggers Shock and Horror – and about time!

HSBC is being pilloried for comments made by its’ ESG head, but what he said is worthy of consideration. Overly emotional ESG is a distortion that may be as dangerous as climate change denial.

Bank of England, Climate Change, ESG, HSBC, Stagation, Stuart Kirk
Bill Blain
May 23, 2022
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Blain’s Morning Porridge Banks China HSBC

HSBC – the Anomalous Bank

Calls to break up HSBC to realise the value of its Asian franchise are a critical moment for the bank as it pays the costs of being too big, too bureaucratic and for the inability of management to spot its critical weakness…..

HSBC

Blain’s Morning Porridge – June 4 2020: The Tragedy of HSBC

Blain’s Morning Porridge – June 4th 2020 – The Tragedy of HSBC “A waiter, again unbidden, brought the chessboard and…

Bill Blain
June 4, 2020

Big Tech and evolutionary dead-ends. Too Big to Survive.
December 2, 2022
Big Tech is so yesterday. Prices peaked last year, but there are limited reasons to expect they will ever become so dominant again. They are too big, under the regulatory cosh, and increasingly under competitive pressure. They are heading the same way as the dinosaurs.Read More »
Did the Fed just make a long term mistake? Is inflation a bad or good thing?
December 1, 2022
Jerome Powell signalled a slow-down in interest rate hikes – and markets loved it. But did he just make a long-term mistake by not decisively signalling the end of the era of monetary and market distortion? There are lessons to be learnt, not least being the role of inflation in a buoyant economy.Read More »
Binance, China, Covid and Tech Value – what a mix!
November 29, 2022
Markets love drama… from the next corupto-coin exchange to collapse, rising interest rate threats, and riots in China in the face of a Covid meltdown. But drama and reality seldom coincide – events are more prosaic!Read More »
Income inequality – how will a consumption crash and recession impact markets?
November 28, 2022
How will free-market economies resolve crashing discretionary spending, wage inflation and looming recession when income inequality is so blindingly obvious to electorates? Something has to change.Read More »
Black Friday and lots of other improbable events – what would surprise us most?
November 25, 2022
We’ve all been scammed into believing Black Friday is a boon for consumers – it’s a marketing scam. What else might lurk around the corner in terms of free stuff? How about abundant and free energy. Careful what you wish for…Read More »