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 ...

Group 1 - Nearly 60% (58%) of overseas entrepreneurs surveyed intend to conduct business in mainland China within the next year [1] - The survey was conducted by Ipsos on behalf of HSBC Private Banking, targeting 2,939 high-net-worth entrepreneurs with at least $2 million in investable assets across 15 markets [1] - Key factors driving interest in the mainland market include the widespread application of artificial intelligence technology, a skilled and competitive labor market, and a large customer base [1] Group 2 - Entrepreneurs from Indonesia (83%), the UAE (81%), and Saudi Arabia (79%) show particularly strong interest in entering the mainland market, reflecting an increasingly international investment perspective among Asian entrepreneurs [1] - Mainland Chinese entrepreneurs are also optimistic about business prospects due to technological advancements, with a focus on expanding into new markets, investing in AI technology, and growing their talent pool as their top three strategies for the coming year [1] Group 3 - 46% of surveyed mainland entrepreneurs believe that continuously investing in their businesses and expanding their operations is a key driver for wealth accumulation [2] - In the current uncertain market environment, alternative investments such as art are gaining popularity among East Asian entrepreneurs, especially Chinese entrepreneurs, with 43% of mainland respondents investing in art collections, significantly higher than the global average of 24% [2]

Core Insights - Global entrepreneurs are focusing on investing in artificial intelligence technology and expanding into overseas markets to drive business growth amid market volatility and economic uncertainty [1][3] - 58% of surveyed overseas entrepreneurs plan to conduct business in mainland China within the next year, highlighting the region's attractiveness [1][3] Group 1: Market Opportunities - Key factors driving interest in the mainland Chinese market include the widespread application of artificial intelligence, a skilled and competitive labor market, and a large customer base [3] - Entrepreneurs from Indonesia (83%), UAE (81%), and Saudi Arabia (79%) show particularly strong interest in entering the mainland Chinese market, reflecting an increasingly international investment perspective among Asian entrepreneurs [3] Group 2: Business Strategies - Mainland Chinese entrepreneurs maintain an optimistic outlook on business prospects, with 59% planning to explore new markets, 50% investing in artificial intelligence, and 41% expanding their talent pool as their top three strategies for business development in the coming year [3][4] Group 3: Wealth Perspectives - Compared to other markets, mainland Chinese entrepreneurs are more likely to tie personal wealth closely to business development, with 46% indicating that ongoing investment in their enterprises is a key driver for wealth accumulation [3][4] - Wealth is also viewed as a means to create value for families, with 59% prioritizing health security and 50% focusing on supporting children's education, both significantly higher than the global average [3][4] Group 4: Succession and Personal Planning - Mainland Chinese entrepreneurs exhibit a more relaxed attitude towards business succession and personal life planning, with only 44% expressing lack of confidence in the next generation's ability to take over, and around 20% feeling concerned about family discussions or personal development post-retirement, which is lower than the global average [4] Group 5: Alternative Investments - In the current uncertain market environment, alternative investments such as art are gaining popularity among East Asian entrepreneurs, with 43% of mainland Chinese respondents investing in art collections, significantly above the global average of 24% [4]

Core Insights - HSBC has appointed David Lindberg, a former NatWest executive, to lead its UK business as part of a leadership reshuffle under Chief Executive Georges Elhedery [1] Group 1 - The leadership change is part of HSBC's strategy to strengthen its UK operations [1] - David Lindberg's previous experience at NatWest is expected to bring valuable insights to HSBC [1]

Core Insights - Grupo Rotoplas has been awarded the 2025 Sustainable Innovation Leadership Award by HSBC in collaboration with EY, recognizing its commitment to sustainability in the Environmental category [1][2]. Group 1: Awards and Recognition - The 2025 award marks a significant achievement for Grupo Rotoplas, completing a full cycle of awards across the three ESG dimensions: Environmental, Governance (2022), and Social (2023) [2]. - The independent judging panel acknowledged Rotoplas' Sustainability Strategy, which emphasizes efficiency, innovation, and environmental stewardship, aligning with the UN Sustainable Development Goals [3]. Group 2: Company Overview - Grupo Rotoplas is a leading provider of water solutions in the Americas, with over 45 years of industry experience and operations in 14 countries [4]. - The company has a diverse portfolio that includes 27 product lines, a services platform, and an e-commerce business, and has been listed on the Mexican Stock Exchange since December 10, 2014 [4].

Max Kettner, chief multi-asset strategist at HSBC, joins CNBC's "Money Movers" to discuss his market outlook. ...

Earnings Expectations - Earnings expectations for Q3 are down 2% quarter over quarter, similar to the setup seen in Q2 [2] - In Q2, consensus earnings expectations for the broader market (excluding technology) were about 2.5%, while realized earnings growth was 8.5%, indicating significant upside potential [3] Market Performance - The Dow and S&P indices experienced their best week since August, reflecting a positive sentiment in the market [1] - Despite some sectors underperforming, such as regional banks and oil, defensive sectors like healthcare, utilities, and gold are performing well [5] Sector Analysis - Regional banks have underperformed by more than 25 percentage points compared to large banks since early 2023, suggesting a preference for large banks as a safer investment [8] - The oil sector is facing challenges due to excess supply following the end of the US driving season, leading to a lack of allocation in energy assets [7] Investment Strategy - The strategy involves not completely rotating away from AI and tech stocks but also considering buying dips in banks and looking at industrials [9] - Gold is being recommended alongside tech stocks, driven by factors such as China's gold stockpiling and central bank diversification [10][14]

Core Insights - Major blue-chip stocks mostly rose, with HSBC Holdings closing at 102.033 HKD, down 0.07% from the previous close, while Tencent Holdings closed at 634.928 HKD, up 1.18% [2] Stock Performance Summary - Tencent Holdings: Latest price at 627.500 HKD, increased by 19.500 HKD, representing a 3.21% rise; ADR price at 634.928 HKD, up by 7.428 HKD compared to the Hong Kong stock [3] - Alibaba Group: Latest price at 161.900 HKD, increased by 7.500 HKD, representing a 4.86% rise; ADR price at 168.452 HKD, up by 6.552 HKD compared to the Hong Kong stock [3] - HSBC Holdings: Latest price at 102.100 HKD, increased by 1.200 HKD, representing a 1.19% rise; ADR price at 102.033 HKD, down by 0.067 HKD compared to the Hong Kong stock [3] - AIA Group: Latest price at 72.100 HKD, increased by 3.050 HKD, representing a 4.42% rise; ADR price at 72.889 HKD, up by 0.789 HKD compared to the Hong Kong stock [3] - BYD Company: Latest price at 104.800 HKD, increased by 1.600 HKD, representing a 1.55% rise; ADR price at 106.041 HKD, up by 1.241 HKD compared to the Hong Kong stock [3]

Earnings Expectations - Earnings expectations for Q3 are down 2% quarter over quarter, similar to the setup seen in Q2 [2] - In Q2, consensus earnings expectations for the broader market (excluding technology) were about 2.5%, while realized earnings growth was 8.5%, indicating significant upside potential [3] Market Performance - The Dow and S&P indices experienced their best week since August, reflecting a positive sentiment in the market [1] - Despite some sectors underperforming, such as regional banks and oil, defensive sectors like healthcare, utilities, and gold are performing well [5] Sector Analysis - Regional banks have underperformed by more than 25 percentage points compared to large banks since early 2023, suggesting a preference for large banks as a safer investment [8] - The oil sector is facing challenges due to excess supply following the end of the US driving season, leading to a lack of allocation in energy assets [7] Investment Strategy - The strategy involves not completely rotating away from AI and tech stocks but also considering buying dips in banks and exploring opportunities in manufacturing-sensitive sectors like industrials [9] - Gold is being recommended alongside tech stocks, driven by factors such as China's gold stockpiling and central bank diversification, rather than solely as a hedge against currency debasement [10][14]

Company News - China Mobile (00941.HK) reported a total operating revenue of 794.7 billion yuan for the first three quarters, a year-on-year increase of 0.4%, with a net profit of 115.4 billion yuan, up 4% [1] - As of September 30, communication service revenue was 683.1 billion yuan, a 0.8% increase year-on-year, while sales of products and others were 111.5 billion yuan, a decrease of 1.7% [1] - Mobile internet traffic increased by 8.3% year-on-year, with a mobile ARPU of 48.0 yuan [1] - Contemporary Amperex Technology Co., Ltd. (宁德时代) (03750.HK) achieved revenue of approximately 283.07 billion yuan from January to September, a year-on-year increase of 9.28%, with a net profit of approximately 49.03 billion yuan, up 36.2% [1] Financing and Buyback Dynamics - HSBC Holdings (00005.HK) repurchased 4.64 billion HKD worth of shares, totaling 4.5664 million shares, at prices ranging from 100.6 to 102.4 HKD [6] - Mengniu Dairy (02319.HK) repurchased shares worth 10.14 million HKD, totaling 700,000 shares, at prices between 14.37 and 14.52 HKD [6] - Lianyi Technology (09959.HK) repurchased shares worth 743.93 million HKD, totaling 2.45 million shares, at prices ranging from 2.97 to 3.07 HKD [7]