HSBC's 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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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.
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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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/tsnBdzn
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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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/npHhLZq
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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.
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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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/PLPVLHW
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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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/DVljlqd
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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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/rqh7SQf
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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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/RlhtpSd
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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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/CNSfvhT
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Fred Neumann and Herald van der Linde discuss the impact of President Trump's sweeping tariff announcements on trade and growth across Asian economies.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/WBcStrS
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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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/gCFttrB
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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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/jHl7cM9
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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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/X6nBRpV
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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.
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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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JbvRjXF
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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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/kMpRwHb
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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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JPCnLsh
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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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/77FDmsf
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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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/PwmPbx9
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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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/dLtmvsd
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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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/Hql6Cl7
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