
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.
Latest episodes

Oct 17, 2024 • 17min
Cooperation states: Singapore and Malaysia
Fred Neumann sits down with ASEAN Economist Yun Liu to take the pulse on two key Southeast Asian economies and how they're working together to support future growth.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/VpnTWF6 Hosted on Acast. See acast.com/privacy for more information.

Oct 10, 2024 • 16min
Getting to grips with Chinese stimulus
With Chinese markets up and down after Golden Week, Fred Neumann talks to Erin Xin about stimulus measures and what they mean for investors and the 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/vhnST6S Hosted on Acast. See acast.com/privacy for more information.

Sep 26, 2024 • 19min
Thailand: Investment, influencers and Indian weddings
Fred Neumann welcomes ASEAN Economist Aris Dacanay to the podcast for a close look at what makes Thailand's economy tick.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/wCRFVBM Hosted on Acast. See acast.com/privacy for more information.

Sep 12, 2024 • 18min
Can Chinese equities turn a corner?
In a classic Economist vs. Equity Strategist debate, Fred Neumann and Herald van der Linde sit down for a back-and-forth on whether China's underperforming equity market could rally.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/Dx7zQ9v Hosted on Acast. See acast.com/privacy for more information.

Sep 5, 2024 • 14min
Clouds in the Indian sky
Herald van der Linde and Fred Neumann discuss the micro and macro risks to India's title as a global outperformer on GDP and equity markets.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/GbmJX9g Hosted on Acast. See acast.com/privacy for more information.

Aug 29, 2024 • 18min
A post-summer whip round the region
Fred Neumann and Herald van der Linde are reunited after the summer break and have a lot to catch up on after an eventful few weeks in Asian markets and economics.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/np7bjfk Hosted on Acast. See acast.com/privacy for more information.

Aug 15, 2024 • 11min
Asia’s female factor
Herald van der Linde and Prerna Garg discuss the growing trend of working women in Asia, how it's impacting consumer patterns, and what can be done to ensure a greater level of female participation in the region's labour force.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/nhhPzhx Hosted on Acast. See acast.com/privacy for more information.

Aug 8, 2024 • 15min
A wild week for Asian equities
Herald van der Linde and fellow Equity Strategist Prerna Garg delve into the key drivers of this week’s volatile swings in Asian stock markets.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/pZTMKwT Hosted on Acast. See acast.com/privacy for more information.

Jul 25, 2024 • 18min
Decoding China's Third Plenum
Fred Neumann is joined by Chief China Economist Jing Liu to cut to the heart of China's official message following a major economic policy summit in Beijing.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/101/2HrbBwr Hosted on Acast. See acast.com/privacy for more information.

Jul 18, 2024 • 21min
What can history tell us about Asia's AI rally?
Herald van der Linde and Fred Neumann take a deep dive into the Asia AI boom, where stocks from software development to energy are riding the wave of 2024's major market story.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/lsBBrGn Hosted on Acast. See acast.com/privacy for more information.
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