Herald has returned from his summer holiday to a new buzzword in Chinese economics: “anti-involution”. Fortunately, Chief China Economist Jing Liu is on hand to explain what it means.

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 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/dGRXDLn

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

Fred Neumann sits down with Head of China Autos research Yuqian Ding to talk all things EV in China, from scale and competition to autonomous driving and tank turns.

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 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/DXgQnBt

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

Fred Neumann is joined by fellow Asia economists Erin Xin, Aris Dacanay and Justin Feng for a look at the key economic and political events coming up in the region in the next few 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/MNXDdMq

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

With record-setting IPOs and more cash coming in from across the border, Fred Neumann sits down with Michelle Kwok and Erin Xin to talk about Hong Kong’s latest iteration as a world-leading centre for finance and beyond.

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/CmkRdVM

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

With President Trump’s 9 July tariff deadline looming, Fred Neumann takes a look at what US levies on Asian goods could mean for the region.

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/C7RfQkv

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

Herald van der Linde and Prerna Garg take the pulse of Asia's consumer, airline, autos and pharma sectors through the lens of our latest "Ten surprising statistics" 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/lDDTdQb

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

Herald van der Linde welcomes Global Head of Transport Research Parash Jain and Asia Equity Strategist Prerna Garg into the studio for a discussion on the impact of Middle East tensions on Asian markets, economics and global shipping.

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/Rc9xgDh

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

With uncertainty still rife in the US, Fred Neumann and Herald van der Linde consider what could happen if Asian investors were to shift their focus from US investments and start looking closer to home.

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/gPtXrB6

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

Herald van der Linde sits down with Economist Jin Choi and Equity Strategist Prerna Garg to discuss the future of Korea's economic and corporate landscape under the presidency of Lee Jae-myung.

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/WcHxmzl

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

Herald van der Linde sits down with Prerna Garg to discuss what mainland Chinese savers could do with a mind-bending USD22trn in savings, and what that could imply for markets at home and beyond.

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/tsnBdzn

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

Herald van der Linde and Fred Neumann sit down to discuss what rising US Treasury yields could mean for savings, fund flows and company listings across Asia.

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/npHhLZq

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

Fred Neumann and Herald van der Linde discuss the newly-announced China-US trade agreement and what's next for the world's two largest economies.

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/tB7kLgt

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

Herald van der Linde is joined by Erin Xin, Charlene Liu and Parash Jain to discuss what spending over China's Golden Week holiday can tell us about the state of Asia's largest 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/PLPVLHW

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

Herald van der Linde is joined by Co-Head of Asia Research Eliot Camplisson to discuss the state of Asian markets since ‘Liberation Day’ and if we might be missing the bigger picture when it comes to global headlines.

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/DVljlqd

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

Amid a raft of GDP forecast downgrades, Fred Neumann rallies fellow economists Yun Liu, Jin Choi and Jun Takazawa for an update on the fallout from US tariffs, as well as a reminder of the macro positives that still exist in Asia.

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/rqh7SQf

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

Fred and Herald are joined by the esteemed historian William Dalrymple for a fascinating discussion on India's role in economic history, from trade dominance in ancient times to mathematical breakthroughs and the birth of the modern number system.

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/RlhtpSd

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

Fred Neumann is joined by fellow economists Jing Liu, Pranjul Bhandari and Aris Dacanay to tease out the nuances of US trade tariffs across Asia, with a focus on China, India, Indonesia, Thailand and the Philippines.

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/CNSfvhT

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

Fred Neumann and Herald van der Linde discuss the impact of President Trump's sweeping tariff announcements on trade and growth across Asian economies.

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/WBcStrS

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

Amid the hype about mainland China's role in the AI boom, Herald van der Linde and Fred Neumann take a look at two other key markets in the story, and how they're contributing to a growing consumer-led economy across Asia.

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/gCFttrB

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

Herald van der Linde and Fred Neumann are joined by our Sydney-based Chief Economist for Global Commodities, Paul Bloxham, to talk China, tariffs, climate change and record highs for gold.

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/jHl7cM9

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