Herald van der Linde
Head of Asian Equity Strategy. Host of the podcast 'Under the Banyan Tree'.
Top 5 podcasts with Herald van der Linde
Ranked by the Snipd community
Mar 28, 2024 • 18min
A sentimental catch-up
Economist Fred Neumann and market strategist Herald van der Linde discuss investor sentiment across Asia, focusing on Chinese equities, market dynamics, policy announcements, Asian market performance, and interest rates' impact on the global economy and Asian exports.
Jan 9, 2026 • 18min
S2E26: Asia’s stocks jump early, and investors are asking if it will last
Herald van der Linde, Head of Asia equity strategy at HSBC, dives deep into the Asian market trends. He discusses the driving forces behind the early-year equity rally, highlighting AI's dominance and a wave of Chinese tech IPOs. Will the AI rally hold, or is it overcrowded? He suggests diversifying into China, India, and ASEAN for better prospects. Surprisingly, he explains why geopolitical tensions, like the situation in Venezuela, haven't rattled markets, emphasizing the resilience of regional stocks, especially in Singapore.
Aug 22, 2024 • 20min
DNC Night Three Commences, Asian Equities Rally on Fed Minutes
Andrew Giuliani, a former aide to President Trump, shares insights on the evolving political landscape, particularly surrounding Kamala Harris's rising appeal and the implications for Asia. Barbara McQuade discusses Harris's prosecutorial background and its influence on her campaigns, while Herald van der Linde dives into the dynamics of Asian equities, highlighting the yen's strength and the impact of U.S. monetary policy. The trio also tackles the interplay of crime data and economic strategies, emphasizing the importance of communication in the political sphere.
Apr 19, 2024 • 23min
Netflix Earnings, Global Monetary Policy
Geetha Ranganathan discusses Netflix earnings, while Herald van der Linde shares insights on APAC markets. David Finnerty talks about rate cut outlook and global perspectives. Topics include Netflix's subscriber growth, revenue strategies, and challenges in Asian equities.
Jan 25, 2024 • 19min
Under the Banyan Tree - Busting the myths on Asian supply chains
Fred Neumann and Herald van der Linde debunk myths about Asian supply chains, discussing the shifting dynamics and China's dominant role. They explore the impact of Chinese companies investing in Southeast Asia, the reality of supply chain movements in Asia, and the challenges of diversifying supply chains. They also discuss the potential benefits for India's growth through supply chain diversification.
