According to HSBC’s ASEAN region economist Aris Dacanay, major durian exporters within the ASEAN group are reaping the benefits of this trend, with Thailand leading the way.

Source: https://www.pattayamail.com/thailandnews/chinese-durian-craze-spurs-optimism-for-thai-exporters-440880

And just as fears of contagion subsided – helped in part by HSBC’s emergency takeover of SVB UK – another scandal was brewing closer to home.

Source: https://www.theguardian.com/business/2023/oct/21/mortgage-debts-and-bust-firms-put-uk-banks-profits-under-pressure

As I predicted, the sell-off of bank shares continued when markets opened today, despite HSBC’s intervention.

Source: https://www.dailymail.co.uk/money/comment/article-11852671/RUTH-SUNDERLAND-Silicon-Valley-Bank-bad-news-all.html?ns_mchannel=rss&ns_campaign=1490&ito=1490

But HSBC’s planned move, and data on rail journeys, show that new habits have taken hold.

Source: https://www.theguardian.com/artanddesign/2023/jul/01/hsbc-quits-canary-wharf-hybrid-working-london-docklands

HSBC’s £1 deal to take over the UK arm of failed Silicon Valley Bank (SVB UK) did not halt the slide on the London market as fears over contagion mounted.

Source: https://www.ardrossanherald.com/news/national/23381332.ftse-100-suffers-sharp-falls-amid-fears-contagion-svb-collapse/?ref=rss

HSBC’s bullish stance celebrates businesses proficient at sailing the evolving currents.

Source: https://investorplace.com/2023/11/setting-sail-for-profits-the-top-3-cruise-line-stocks-to-watch-in-2024/

HSBC’s top execs face tense shareholders calling for a breakupedition.

Source: https://biztoc.com/x/1f3af257d4f9c713?ref=ff

In the next section, I explain the magnitude of China’s risks, which appear much bigger to me than its proposed fixes can manage, and why I think HSBC’s China pivot does not bode well for the bank, even at these attractive valuations.

Source: https://seekingalpha.com/article/4610638-hsbc-great-bank-investing-uninvestable-china?source=feed_all_articles