Under the Banyan Tree by HSBC Global Research

Fred Neumann and Herald van der Linde are in myth-busting mode this week, debunking three widely held beliefs around the shifting landscape of Asian supply chains.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/FlFg9wK Hosted on Acast. See acast.com/privacy for more information.

Fred Neumann and Herald van der Linde sit down with Head of Shipping, Ports and Asia Transport Research, Parash Jain, to discuss the Red Sea situation and its impact on Asian shipping and supply chains.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/wXMcngk Hosted on Acast. See acast.com/privacy for more information.

Herald van der Linde and Fred Neumann dissect several surprising facts, figures and market observations unearthed by our Asia Equity Strategy team.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/61/gPDqkktFind 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.

Fred Neumann and Herald van der Linde kick off 2024 with a special podcast outlining our key views for Asian markets and economics in the year ahead.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/61/kmzgfJ9Find 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.

This week, we’re replaying our debut live episode of Under the Banyan Tree, recorded in front of an audience at HSBC Hong Kong in August 2023. Fred and Herald are joined by regional sector heads Jing Liu, Michelle Kwok and Frank Lee.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/61/9SZdWRpFind 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.

This week, we’re replaying one of our most popular episodes of 2023. Herald van der Linde and Fred Neumann discuss the age, wealth and gender-related shifts that are taking place across Asia, and how they affect the region's markets and economies.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/61/Pb9JqzCFind 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.

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.

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.

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.

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.