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November 15, 2024
Software-led payments help businesses scale and expand their customer reach. While adoption is not new, penetration in Europe is still significantly behind the US. We define what software led payments is and discuss why we believe the evolution of software-led payments will be a key theme in European FinTech for the coming years. Hosted by Sambuddha Ray, Head of Macro Strategy Product Management, with Justin Forsythe, European Payments Analyst. (00:45) Key themes in European payments and fintech (02:39) What is software led payments? (06:40) Why is penetration of software led payments lower in Europe than the US? (11:12) What payments landscape in Europe (16:20) European adoption timeframe (18:18) Summary *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
November 4, 2024
We discuss whether the latest fiscal stimulus from China is enough and what more could be done. As the situation evolves, what are the key dates? Which indicators should we watch out for? Hosted by John Lam, Head of China & Hong Kong Property Research, with Dr. Tao Wang, Chief China Economist. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
October 18, 2024
We discuss how the supply chain landscape has shifted over the past decade touching upon countries that gained or lose market share, how Chinese companies are reacting, sectors that are likely to see more interest from new aspirants, and much more. Hosted by Sambuddha Ray, Head of Macro Strategy Product Management, UBS, with Suil Tirumalai, Head of EM & Asia Equity Strategy, UBS. (00:43) Questions we address (03:25) What countries are gaining market share right now? (06:55) What’s the look back period for analysis? (07:38) What sectors should an emerging economy aspiring to gain foothold in manufacturing look at? (10:12) How are Chinese companies reacting to companies moving out of China? (12:42) Examples of insightful company/ market case studies (15:57) Summary *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Client Strategy Office
J.P. Morgan Global Research
J.P. Morgan Global Research
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Goldman Sachs
Goldman Sachs
J.P. Morgan
Bloomberg
Dr. David Kelly
Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
Seeking Alpha
Bloomberg
Bloomberg
Bloomberg
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