Under the Banyan Tree by HSBC Global Research

HSBC Global Research
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Oct 2, 2025 • 17min

Commodities in context

From inflation to political tensions, Paul Bloxham, Chief Economist for Global Commodities, joins Fred to talk through various factors keeping commodity markets deceptively flat at the moment.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 YouTube, Apple Podcasts, 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/S9wjzKP Hosted on Acast. See acast.com/privacy for more information.
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Sep 25, 2025 • 17min

India: Tariffs, tax cuts and expensive visa hikes

Pranjul Bhandari, Chief India Economist and Strategist at HSBC, joins Fred to discuss the outlook for India's economy at a time of higher-than-expected US tariffs, visa changes and domestic reform.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 YouTube, Apple Podcasts, 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/lTWL7T7 Hosted on Acast. See acast.com/privacy for more information.
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Sep 18, 2025 • 18min

The growth-inflation tug-of-war

With the Fed lowering interest rates, and talk of similar cuts in Asia, Fred and Herald discuss how dynamics in the region differ from the US, and what the tug-of-war between growth and inflation means for Asian stock markets.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/101/6gbsHL7 Hosted on Acast. See acast.com/privacy for more information.
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Sep 11, 2025 • 16min

Is a generational investment shift upon us?

Fred and Herald delve into a potential shift in global investment trends, focusing on Asian markets gaining traction as investors look beyond the U.S. They discuss how a weakening dollar and rising national debt are prompting diversification into Europe and Asia. The contrasting debt levels between the U.S. and Asia highlight Asia's appeal for risk-averse investors. Emerging opportunities in Asian equities could reshape growth strategies, as capital flows evolve, offering a fresh perspective on investment dynamics.
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Sep 4, 2025 • 15min

A status update for Vietnam?

With Vietnam on the cusp of an index upgrade, Herald and Fred sit down with Asia Equity Strategist Prerna Garg for a look at what emerging market status could mean for the country, and how it's served former frontier markets in the past.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/pxpfNfB Hosted on Acast. See acast.com/privacy for more information.
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Aug 28, 2025 • 20min

Tariffs, AI and China’s fragile rally

Fred and Herald are back in the studio and ready to catch up on what's shaping Asian markets and economics right now.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/SFrjHVv Hosted on Acast. See acast.com/privacy for more information.
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Aug 21, 2025 • 12min

Asia buys Asia

It’s a studio full of equity strategists as Herald is joined by Prerna Garg and Adam Qi to discuss the ever-growing numbers of Asian investors buying up stocks in the region, and why is now an important time for this trend to continue.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/lwPtFxq Hosted on Acast. See acast.com/privacy for more information.
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Aug 14, 2025 • 14min

A business cycle with Chinese characteristics

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.
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Jul 24, 2025 • 19min

China EVs: cost, competition and karaoke machines

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.
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Jul 17, 2025 • 18min

The economists' guide to summer in Asia

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.

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