Under the Banyan Tree by HSBC Global Research

HSBC Global Research
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HSBC's Fred Neumann and Herald van der Linde break down the key drivers shaping economies and equity markets across Asia. Subscribe now.   For more from HSBC Global Research, email us at AskResearch@hsbc.com.   Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

  1. 6日前

    Critical minerals and the Malacca Strait

    Fred sits down with Nneka Chike-Obi from our Sustainability Research team to talk strategies for avoiding a potential chokepoint in the Strait of Malacca, which is key to the shipping of critical minerals used in the energy transition. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/MMdPlrQ Hosted on Acast. See acast.com/privacy for more information.

    Critical minerals and the Malacca Strait

  2. 7月2日

    El Niño on the horizon

    From food price volatility to export restrictions and an energy crunch, Fred Neumann and Jamie Culling discuss the sweeping potential impacts of extreme weather on Asia's economies. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/n7VMWpB Hosted on Acast. See acast.com/privacy for more information.

    El Niño on the horizon

  3. 6月25日

    Equity league tables with a side of history

    Herald and his fellow Equity Strategist Perna Garg discuss the rise of Asian stock markets over the past 20+ years, and in one or two cases, a lot longer. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/S9lxxWM Hosted on Acast. See acast.com/privacy for more information.

    Equity league tables with a side of history

  4. 6月18日

    Energy, El Niño and economic growth

    Fred is joined by Chief India Economist Pranjul Bhandari for a wide-ranging look at the various forces shaping India's economic outlook. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/K6fswhr Hosted on Acast. See acast.com/privacy for more information.

    Energy, El Niño and economic growth

  5. 6月11日

    Unexpected moves in Asian FX

    Fred Neumann welcomes Head of Asian FX Research Joey Chew to the podcast to discuss the impact of the energy squeeze on the JPY, what's keeping the RMB on the up and how the KRW has lost steam despite a Korean economy on fire. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/cQr2FpF Hosted on Acast. See acast.com/privacy for more information.

    Unexpected moves in Asian FX

  6. 6月4日

    China's urbanisation 2.0

    Could spending by migrant workers move the needle for Chinese GDP? Chief China Economist Jing Liu says yes, thanks to a new government policy that broadens the social safety net. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/Sw9nZhh Hosted on Acast. See acast.com/privacy for more information.

    China's urbanisation 2.0

  7. 5月28日

    Asia remittances: a quiet cost from the Gulf

    As Middle East tensions drag on, Herald sits down with Asia Economist Ines Lam to discuss how a slowdown in non-oil industries is affecting Asian households half a world away. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/c7QQWwf Hosted on Acast. See acast.com/privacy for more information.

    Asia remittances: a quiet cost from the Gulf

  8. 5月21日

    Shades of '99?

    With US bond yields spiking, Herald van der Linde and Prerna Garg discuss how a shift in the rates vs growth balance could play out for Asian equities, which are being buoyed by the AI surge. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/t2Fnhld Hosted on Acast. See acast.com/privacy for more information.

    Shades of '99?
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番組について

HSBC's Fred Neumann and Herald van der Linde break down the key drivers shaping economies and equity markets across Asia. Subscribe now.   For more from HSBC Global Research, email us at AskResearch@hsbc.com.   Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

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