Under the Banyan Tree by HSBC Global Research

Economist Fred Neumann discusses Nvidia's market cap surge, Asian stock market size contrasts, China's cement consumption vs. US, e-commerce growth in Asia, and the Philippines' role in nickel production and mining regulations.

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.

Fred Neumann sits down with Asia Economist Ines Lam to discuss how Asian trade proves that cross-border integration is alive and well, despite what the headlines suggest.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/CQ6lZhH Hosted on Acast. See acast.com/privacy for more information.

Herald van der Linde sits down with Global FX Strategist Lenny Jin to discuss how a seemingly minor move for the JPY could have longer-term ripple effects for Asia’s FX 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/GSBFttm Hosted on Acast. See acast.com/privacy for more information.

Chief China Economist, Jing Liu, discusses China's 2024 growth target, focusing on challenges in achieving it, pandemic recovery, consumer spending, monetary easing, and shift towards a new growth model. The podcast also explores China's strategy for sustainable growth through domestic consumption, social benefits, and countercyclical stimulus measures, including the issuance of special treasury bonds for infrastructural projects.

Herald van der Linde is joined by Head of Asia Internet and Gaming Research, Charlene Liu, to discuss the rise of Chinese online retail platforms in the US and Europe.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/61/sNpcHXz Hosted on Acast. See acast.com/privacy for more information.

Fred Neumann sits down with Chief China Economist Jing Liu to discuss travel and spending numbers over the Spring Festival period and what they tell us about the broader Chinese 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/61/2fbsXtr Hosted on Acast. See acast.com/privacy for more information.

In the final podcast of our three-part special, Fred Neumann is joined by ASEAN Economist Yun Liu for a look at what makes these key Southeast Asian economies tick, from semiconductors to tourism and the 'concert 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/C/1/1/320/VpZSplc Hosted on Acast. See acast.com/privacy for more information.

Fred Neumann welcomes Chief Indonesia Economist, Pranjul Bhandari, to the podcast to discuss the country's key industries, growth outlook, and how the upcoming national election could shape economic policy.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/61/KzdqhDD Hosted on Acast. See acast.com/privacy for more information.

Fred Neumann and Aris Dacanay dissect two key ASEAN economies, from what Christmas dinner can tell us about The Philippines’ labour force to how Chinese dating is powering an iconic Thai export.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/61/CjNWFRF Hosted on Acast. See acast.com/privacy for more information.