Under the Banyan Tree by HSBC Global Research

With moves in commodities largely chalked up to the 'Trump trade', Fred Neumann asks Chief Economist for Global Commodities, Paul Bloxham , if there's more to the story that just US policy. 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....

Fred Neumann is joined by Head of Asian FX Research Joey Chew to discuss the impact of the strong USD on Asian currencies and how trade, politics and market forces are shaping FX markets. 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. Em...

Herald van der Linde and Fred Neumann are joined by Chief India Economist Pranjul Bhandari to discuss her latest deep dive into the state of growth across the Indian economy. 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 Ask...

Herald van der Linde is joined by Jing Liu, Helen Huang and Michelle Kwok to gauge the progress of the Chinese stimulus rollout, where the money's actually going and what may still be to come. 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 podcast...

Fred Neumann and Herald van der Linde return to the stage alongside Global Research colleagues Steven Sun , Michelle Kwok and Frank Lee for a special podcast recorded in front of a live audience at HSBC's Hong Kong headquarters. 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 Spot...

Fred Neumann sits down with ASEAN Economist Yun Liu to take the pulse on two key Southeast Asian economies and how they're working together to support future growth. 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@...

With Chinese markets up and down after Golden Week, Fred Neumann talks to Erin Xin about stimulus measures and what they mean for investors and the economy. 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...

Fred Neumann welcomes ASEAN Economist Aris Dacanay to the podcast for a close look at what makes Thailand's economy tick. 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...

In a classic Economist vs. Equity Strategist debate, Fred Neumann and Herald van der Linde sit down for a back-and-forth on whether China's underperforming equity market could rally. 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...

Herald van der Linde and Fred Neumann discuss the micro and macro risks to India's title as a global outperformer on GDP and equity markets. 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 questio...

Fred Neumann and Herald van der Linde are reunited after the summer break and have a lot to catch up on after an eventful few weeks in Asian markets and economics. 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@h...

Herald van der Linde and Prerna Garg discuss the growing trend of working women in Asia, how it's impacting consumer patterns, and what can be done to ensure a greater level of female participation in the region's labour force. 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 Spot...

Herald van der Linde and fellow Equity Strategist Prerna Garg delve into the key drivers of this week’s volatile swings in Asian stock markets. 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 ques...

Fred Neumann is joined by Chief China Economist Jing Liu to cut to the heart of China's official message following a major economic policy summit in Beijing. 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.co...

Herald van der Linde and Fred Neumann take a deep dive into the Asia AI boom, where stocks from software development to energy are riding the wave of 2024's major market story. 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...

Fred Neumann and Herald van der Linde talk through the highlights of Herald's latest '10 surprising statistics' report, including which Asian names have yielded better returns than AI powerhouse Nvidia. 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 y...

Asia Economist Justin Feng joins Fred and Herald for a wide-ranging look at the semiconductor industry, where Asia is integral to practically every step of the supply chain. 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 Ask...

With Western tariffs on China in the headlines, Herald van der Linde and Fred Neumann delve into Chinese trade, where exports are close to record highs. 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...

Fred Neumann and Herald van der Linde tackle the long-standing challenge of Asia’s ageing population, and why it isn’t necessarily all doom and gloom. 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 a...

Back from the Dragon Boat Festival holiday, Herald van der Linde and Erin Xin discuss what China’s latest travel and spending numbers say about the wider state of its economy. 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 A...

Pranjul Bhandari , Chief India Economist, joins Fred to discuss the macro and market reaction to India’s landmark national vote, as well as the outlook for economic policy and reforms. 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. Emai...

Paul Bloxham , Chief Economist for Global Commodities, joins Fred for a wide-ranging chat, including the impact of China’s downturn and how climate change and the energy transition have become powerful forces for demand. 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...

As China unveils plans to end its property crisis, Fred Neumann talks to Jing Liu , Chief China Economist, and Michelle Kwok , Head of Asia Real Estate Research, about the outlook for the troubled sector. 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...

Fred Neumann is joined by fellow economists Justin Feng in Hong Kong and Simon Williams in Dubai to discuss Asia’s deepening economic ties with the Middle East. 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...

Fred Neumann sits down with Michelle Kwok and Erin Xin at our Hong Kong headquarters to discuss whether the city is turning a corner after a drawn-out spell in the doldrums. 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 Ask...