Under the Banyan Tree by HSBC Global Research

HSBC Global Research
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Jun 6, 2024 • 17min

India's election: The economics of a surprise result

Pranjul Bhandari, Chief India Economist, joins Fred to discuss the macro and market reaction to India’s landmark national vote, as well as the outlook for economic policy and reforms.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/vRqk9TD Hosted on Acast. See acast.com/privacy for more information.
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May 30, 2024 • 19min

Catching up on commodities with Paul Bloxham

Paul Bloxham, Chief Economist for Global Commodities, joins Fred for a wide-ranging chat, including the impact of China’s downturn and how climate change and the energy transition have become powerful forces for demand.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/PlpGv2S Hosted on Acast. See acast.com/privacy for more information.
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May 23, 2024 • 20min

China property: Is the end of the crisis in sight?

As China unveils plans to end its property crisis, Fred Neumann talks to Jing Liu, Chief China Economist, and Michelle Kwok, Head of Asia Real Estate Research, about the outlook for the troubled sector.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/xphHSqx Hosted on Acast. See acast.com/privacy for more information.
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May 16, 2024 • 19min

Exploring the Asia-Middle East corridor

Fred Neumann is joined by fellow economists Justin Feng in Hong Kong and Simon Williams in Dubai to discuss Asia’s deepening economic ties with the Middle East.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/bPMnw9s Hosted on Acast. See acast.com/privacy for more information.
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May 9, 2024 • 19min

Has Hong Kong’s reset arrived?

Fred Neumann sits down with Michelle Kwok and Erin Xin at our Hong Kong headquarters to discuss whether the city is turning a corner after a drawn-out spell in the doldrums.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/TzgJXCx Hosted on Acast. See acast.com/privacy for more information.
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May 2, 2024 • 22min

Corporate governance and lessons from the Japanese eel

Fred Neumann and Herald van der Linde tackle the topic of Asian corporate governance and share buybacks in this week's episode, with a bonus splash of marine biology for those who make it all the way through.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/XqvxcBl Hosted on Acast. See acast.com/privacy for more information.
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Apr 25, 2024 • 20min

State of the Region: King dollar, interest rates and trade

Fred Neumann and Herald van der Linde take a look at Asian markets and economics through the lens of three key topics making headlines in the investor community.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/zP6bqHz Hosted on Acast. See acast.com/privacy for more information.
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Apr 19, 2024 • 11min

How are global investors feeling about China?

Herald van der Linde welcomes Steven Sun, Head of A-share Research, to the podcast to discuss investor sentiment on Chinese equities, which have seen a major selloff in recent 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/RwxdNNr Hosted on Acast. See acast.com/privacy for more information.
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Apr 11, 2024 • 15min

Why quite a lot of things are getting cheaper

Fresh from the HSBC Global Investment Summit, Fred Neumann and Herald van der Linde take a look at how market forces in China are causing a ripple effect of falling prices around the world.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/QFQGhSg Hosted on Acast. See acast.com/privacy for more information.
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Apr 4, 2024 • 14min

Nvidia, Bitcoin and enough cement to turn Britain into a carpark

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.

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