Under the Banyan Tree by HSBC Global Research

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.

With commodity prices still high despite China's growth slowing, Fred Neumann talks to Paul Bloxham, Chief Economist for Global Commodities, about what's propping up a market historically propelled by Chinese demand.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/XGJnrQF Hosted on Acast. See acast.com/privacy for more information.

Live from HSBC Hong Kong, Jing Liu, Michelle Kwok, and Frank Lee discuss the state of the Chinese economy, optimism in China's growth despite recent data, implications of weaker growth in China for the region, developments in Southeast Asian equity markets, temple hunting in Indonesia, supply chain relocation in ASEAN, and the rise of artificial intelligence in the tech world.

Herald van der Linde is joined by fellow Asia Equity Strategist Prerna Garg for a broad discussion on the macro and micro factors attracting investors to one of the region's key frontier markets.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/6VnSwrX Hosted on Acast. See acast.com/privacy for more information.

ASEAN Economists Yun Liu and Aris Dacanay discuss economic challenges in Vietnam and the Philippines, the Thai tourism industry, durian exports to China, FDI resilience in Malaysia and Indonesia, and equity markets in ASEAN with optimism for the region.

It's an ongoing debate in markets and economics: is China going the way of Japan in the 1990s? Fred Neumann and Herald van der Linde discuss the various points for and against, plus the lessons China can learn from its fellow leading Asian economy.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/wJTWhRk Hosted on Acast. See acast.com/privacy for more information.

With news that Chinese exports fell at their fastest pace for three years in June, Herald van der Linde and Fred Neumann discuss the state of Asian exports, which have long been a cornerstone of the regional economy.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/NRpklhw Hosted on Acast. See acast.com/privacy for more information.

Fred Neumann and Herald van der Linde return to the Hong Kong studio to discuss how Chinese earnings growth can be on the rise at a time when the economy is clearly slowing.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/P7wSHgl Hosted on Acast. See acast.com/privacy for more information.

With China on course to blast past its green energy goals up to five years early, Fred sits down with Renewables analysts Evan Li and Corey Chan for a broad discussion on the country's rapidly developing solar power industry.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/dXmTjFz Hosted on Acast. See acast.com/privacy for more information.

Herald and Fred sit down with Yuqian Ding, Head of China Autos Research, for a wide-ranging discussion on the Chinese electric vehicle industry, which is giving big names in the West a run for their money.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/VzbQbR7 Hosted on Acast. See acast.com/privacy for more information.