46 episodes
Under the Banyan Tree by HSBC Global Research HSBC Global Research
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Fred Neumann and Herald van der Linde break down the key drivers shaping economies and equity markets across Asia. Subscribe now.
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There’s always a ‘but…’
Back from the Dragon Boat Festival holiday, Herald van der Linde and Erin Xin discuss what China’s latest travel and spending numbers say about the wider state of its economy.
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/VSpSsmm
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India's election: The economics of a surprise result
Pranjul Bhandari, Chief India Economist, joins Fred to discuss the macro and market reaction to India’s landmark national vote, as well as the outlook for economic policy and reforms.
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/vRqk9TD
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Catching up on commodities with Paul Bloxham
Paul Bloxham, Chief Economist for Global Commodities, joins Fred for a wide-ranging chat, including the impact of China’s downturn and how climate change and the energy transition have become powerful forces for demand.
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/PlpGv2S
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China property: Is the end of the crisis in sight?
As China unveils plans to end its property crisis, Fred Neumann talks to Jing Liu, Chief China Economist, and Michelle Kwok, Head of Asia Real Estate Research, about the outlook for the troubled sector.
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/xphHSqx
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Exploring the Asia-Middle East corridor
Fred Neumann is joined by fellow economists Justin Feng in Hong Kong and Simon Williams in Dubai to discuss Asia’s deepening economic ties with the Middle East.
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/bPMnw9s
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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.