Under the Banyan Tree by HSBC Global Research
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.
Episodes
Mentioned books
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.
Sep 14, 2023 • 18min
If China's slowing, what's driving commodities?
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.
Aug 31, 2023 • 25min
Live from HSBC Hong Kong
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.
Aug 24, 2023 • 12min
Bangladesh: Introducing a sleeping giant
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.
Aug 16, 2023 • 16min
An economic tour of ASEAN
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.
