HSBC has been looking at global equity markets through the prism of nine themes since March  2021. They encapsulate forces that are affecting the planet, society and economic activity. As  we adapt and adjust to these forces, some of them new and some, like demographics, as old as  the hills, so new market opportunities arise. Our nine themes were not chosen randomly. Many  are interconnected and the interplay of one upon another can be the cause of market disruption. 

Our thematic approach is a means of identifying opportunities and risks; to spot areas of  potential growth in order to gain a better sense of when critical pivot points might be close at  hand, as discussed in more detail in our HSBC Disruptive Framework (see The Edge of  Disruption, 22 November 2020).

The complex and interconnected dynamics of the nine themes means that it is difficult to  compartmentalise them. There can also be a very broad arc to a particular theme. It can  sometimes be hard to distil that down to individual stock ideas. So, in this report analysts across  HSBC’s global research franchise do just that. They have identified 80 stocks of interest across  Asian, Emerging and Developed markets that are seen to be well placed to benefit from these  particular trends: 78 are rated Buy and 2 are rated Hold.