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
Jul 26, 2023 • 17min
What can China learn from Japan in the '90s?
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.
Jul 19, 2023 • 15min
Why are Asian exports at such low levels?
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.
Jul 12, 2023 • 18min
How are Chinese earnings rising as growth slows?
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.
Jul 5, 2023 • 17min
China on track to smash its solar goals
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.
Jun 14, 2023 • 16min
Charging ahead: The rapid rise of China's EV market
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.
Jun 7, 2023 • 16min
Stocks up, yen down: Putting Japan in context
With Japanese stocks at a multi-decade high and the yen at a six-month low, Fred and Herald discuss the macro and micro factors at play in Asia’s second-largest economy.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/RhRKRdx Hosted on Acast. See acast.com/privacy for more information.
