41 episodes

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.

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Under the Banyan Tree by HSBC Global Research HSBC Global Research

    • Business

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.

    Has Hong Kong’s reset arrived?

    Has Hong Kong’s reset arrived?

    Fred Neumann sits down with Michelle Kwok and Erin Xin at our Hong Kong headquarters to discuss whether the city is turning a corner after a drawn-out spell in the doldrums.
    For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
    Email us at AskResearch@hsbc.com for any questions.
    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/TzgJXCx

    Hosted on Acast. See acast.com/privacy for more information.

    • 18 min
    Corporate governance and lessons from the Japanese eel

    Corporate governance and lessons from the Japanese eel

    Fred Neumann and Herald van der Linde tackle the topic of Asian corporate governance and share buybacks in this week's episode, with a bonus splash of marine biology for those who make it all the way through.
    For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
    Email us at AskResearch@hsbc.com for any questions.
    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/XqvxcBl

    Hosted on Acast. See acast.com/privacy for more information.

    • 22 min
    State of the Region: King dollar, interest rates and trade

    State of the Region: King dollar, interest rates and trade

    Fred Neumann and Herald van der Linde take a look at Asian markets and economics through the lens of three key topics making headlines in the investor community.
    For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
    Email us at AskResearch@hsbc.com for any questions.
    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/zP6bqHz

    Hosted on Acast. See acast.com/privacy for more information.

    • 19 min
    How are global investors feeling about China?

    How are global investors feeling about China?

    Herald van der Linde welcomes Steven Sun, Head of A-share Research, to the podcast to discuss investor sentiment on Chinese equities, which have seen a major selloff in recent months.
    For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
    Email us at AskResearch@hsbc.com for any questions.
    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/RwxdNNr

    Hosted on Acast. See acast.com/privacy for more information.

    • 10 min
    Why quite a lot of things are getting cheaper

    Why quite a lot of things are getting cheaper

    Fresh from the HSBC Global Investment Summit, Fred Neumann and Herald van der Linde take a look at how market forces in China are causing a ripple effect of falling prices around the world.
    For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
    Email us at AskResearch@hsbc.com for any questions.
    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/QFQGhSg

    Hosted on Acast. See acast.com/privacy for more information.

    • 15 min
    Nvidia, Bitcoin and enough cement to turn Britain into a carpark

    Nvidia, Bitcoin and enough cement to turn Britain into a carpark

    Fred Neumann and Herald van der Linde sink their teeth into some quirky facts on Asian markets and economics, as they comb through Herald’s latest '13 surprising stats' report.
    For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
    Email us at AskResearch@hsbc.com for any questions.
    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/2kTNx6l

    Hosted on Acast. See acast.com/privacy for more information.

    • 14 min

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