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
Nov 30, 2023 • 13min
Asian elections in 2024
With no less than five Asian economies taking to the polls in 2024, Fred Neumann and Herald van der Linde discuss elections in the region and how they may impact markets and economic policy.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/61/vbnWWPMFind out more about HSBC Global Research: https://www.gbm.hsbc.com/en-gb/campaigns/global-research Hosted on Acast. See acast.com/privacy for more information.
Nov 23, 2023 • 13min
What do overseas clients want to know about Asia?
Having met with various clients in the US, Fred is back and reunited with Herald to discuss the main Asia talking points that investors are raising abroad.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/61/rhFCXvmFind out more about HSBC Global Research: https://www.gbm.hsbc.com/en-gb/campaigns/global-research Hosted on Acast. See acast.com/privacy for more information.
Nov 16, 2023 • 14min
Why are so many EV-related stocks falling?
There’s no doubt Asia, especially China, is embracing electric vehicles. So why are the share prices of so many EV and EV battery makers falling? Herald van der Linde talks to Yuqian Ding and Will Cho to understand what's going on.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/61/wFszJhZ Hosted on Acast. See acast.com/privacy for more information.
Nov 9, 2023 • 15min
Indonesia: burgeoning opportunity
Herald van der Linde is joined by Joy Wang and Prerna Garg for a big picture discussion on one of Asia's best growth and investment stories - Indonesia. They cover topics from demographics, to consumer trends, and how things have changed since Herald lived there in the '90s.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/61/ZTl7BS7 Hosted on Acast. See acast.com/privacy for more information.
Nov 2, 2023 • 19min
What's bugging Asian markets?
Fred Neumann and Herald van der Linde discuss what's pushed Asian equities into negative territory in 2023, while key global indices including the S&P500 have seen decent gains.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/61/GNCSw2p Hosted on Acast. See acast.com/privacy for more information.
Oct 26, 2023 • 14min
China and global AI rollout
Herald van der Linde is joined by Head of Asia Technology Research, Frank Lee, and Head of China Internet Research, Charlene Liu, to discuss the rate of AI development in China and whether Chinese tech giants can rival key US players.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/61/SKDBKS2 Hosted on Acast. See acast.com/privacy for more information.
Oct 12, 2023 • 18min
The ripple effect of China's slowdown
Fred Neumann and Herald van der Linde discuss the knock-on effects of China’s slowdown across Asia, including the impact on trade, equity markets and finance.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/61/MnXJWsC Hosted on Acast. See acast.com/privacy for more information.
Oct 5, 2023 • 16min
Why US bond yields matter for Asia
Fred Neumann and Herald van der Linde discuss the impact of rising US bond yields and higher-for-longer US interest rates on Asian economies.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/61/2s6XG6R Hosted on Acast. See acast.com/privacy for more information.
Sep 28, 2023 • 13min
A rare wobble for Hong Kong property
Herald van der Linde is joined by Head of Asia Real Estate Research Michelle Kwok and Property Analyst Raymond Liu to discuss why Hong Kong property has hit an unusual slump.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/RmdshbC Hosted on Acast. See acast.com/privacy for more information.
Sep 21, 2023 • 17min
What does a stronger dollar mean for Asian FX?
With our FX team having turned more bullish on the USD, Fred Neumann speaks to Head of Asian FX Research, Joey Chew, about the implications of a stronger greenback for currencies across the region.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/kQvfdKH Hosted on Acast. See acast.com/privacy for more information.
