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Under the Banyan Tree by HSBC Global Research
HSBC Global Research
95 episodes
5 days ago

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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Management
Business
RSS
All content for Under the Banyan Tree by HSBC Global Research is the property of HSBC Global Research and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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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Management
Business
Episodes (20/95)
Under the Banyan Tree by HSBC Global Research
What to do with the world’s largest cash pile

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.

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3 days ago
12 minutes 18 seconds

Under the Banyan Tree by HSBC Global Research
Are rising US bond yields good for Asia?

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.

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1 week ago
15 minutes 36 seconds

Under the Banyan Tree by HSBC Global Research
Are the US and China back from the brink?

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.

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2 weeks ago
13 minutes 17 seconds

Under the Banyan Tree by HSBC Global Research
How Golden was China’s Week?

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.

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3 weeks ago
14 minutes 38 seconds

Under the Banyan Tree by HSBC Global Research
Are we a little too fixated on tariffs?

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.

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1 month ago
19 minutes 8 seconds

Under the Banyan Tree by HSBC Global Research
Taking the rough with the smooth

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.

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1 month ago
19 minutes 25 seconds

Under the Banyan Tree by HSBC Global Research
History lessons with William Dalrymple

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.

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1 month ago
20 minutes 34 seconds

Under the Banyan Tree by HSBC Global Research
Asian tariffs in perspective

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.

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1 month ago
22 minutes 58 seconds

Under the Banyan Tree by HSBC Global Research
What does 'Liberation Day' mean for Asia?

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.

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1 month ago
19 minutes 25 seconds

Under the Banyan Tree by HSBC Global Research
Korea, Taiwan and the cracks in AI

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.

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2 months ago
15 minutes 20 seconds

Under the Banyan Tree by HSBC Global Research
A lot to unpack in global commodities

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.

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2 months ago
15 minutes 49 seconds

Under the Banyan Tree by HSBC Global Research
It began with a trip to the dentist

An unexpected trip to a Shenzhen dentist leads to a wide-ranging chat about the Chinese economy, as Fred and Herald reunite in the Hong Kong studio.


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/X6nBRpV



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

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2 months ago
16 minutes 56 seconds

Under the Banyan Tree by HSBC Global Research
Firmer foundations for China property

Herald van der Linde sits down with Head of Asia Real Estate Research Michelle Kwok to discuss a turnaround that few investors had faith in a year ago. 


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/101/9R7FsTF



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

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2 months ago
14 minutes 9 seconds

Under the Banyan Tree by HSBC Global Research
What to expect from China's NPC

Herald van der Linde catches up with Chief China Economist Jing Liu ahead of Beijing's top-level policy congress, including what we can glean from Xi Jinping's recent meeting with business and technology leaders.


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/JbvRjXF



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

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3 months ago
11 minutes 52 seconds

Under the Banyan Tree by HSBC Global Research
China's rally and the psychology of stock markets

Fred Neumann welcomes his fellow Co-Head of Asia Research, Eliot Camplisson, to the podcast for a look at what’s made investors U-turn on Chinese equities 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/kMpRwHb



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

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3 months ago
20 minutes 45 seconds

Under the Banyan Tree by HSBC Global Research
Can local spending beat tariffs in China?

Fred Neumann is joined by Chief China Economist Jing Liu to discuss whether US tariffs could be the catalyst Beijing needs to give domestic consumption a shot in the arm.


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/JPCnLsh



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

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3 months ago
16 minutes 1 second

Under the Banyan Tree by HSBC Global Research
China tariff tensions and lessons from Japan

Fred Neumann outlines all you need to know about the US-China tariff situation, and talks to fellow economist Justin Feng about how the US-Japan trade war of the 1980s could inform how things play out.


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/101/77FDmsf



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

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3 months ago
19 minutes 7 seconds

Under the Banyan Tree by HSBC Global Research
Live from Singapore

Fred Neumann and Herald van der Linde take the podcast on the road, recording a live ASEAN-focused episode from HSBC Singapore with special guests Joy Wang, Pranjul Bhandari and Joey Chew.


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/PwmPbx9



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

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4 months ago
21 minutes 20 seconds

Under the Banyan Tree by HSBC Global Research
Female pilots, lattes, microchips and more

Herald van der Linde and Fred Neumann put Asian markets and economics in context through the quirky lens of Herald's quarterly surprising statistics, from female pilots in India to China's rapidly rising coffee of choice.


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/dLtmvsd



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

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4 months ago
16 minutes 53 seconds

Under the Banyan Tree by HSBC Global Research
Asia: what to watch in 2025

Fred Neumann and Herald van der Linde return to the studio for a rundown of the must-watch markets and economies across Asia in 2025.


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/Hql6Cl7



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

Show more...
4 months ago
23 minutes 21 seconds

Under the Banyan Tree by HSBC Global Research

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.