Under the Banyan Tree by HSBC Global Research

Fred Neumann and Herald van der Linde tackle the topic of Asian corporate governance and share buybacks in this week's episode, with a bonus splash of marine biology for those who make it all the way through. 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...

Fred Neumann and Herald van der Linde take a look at Asian markets and economics through the lens of three key topics making headlines in the investor community. 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@hsb...

Herald van der Linde welcomes Steven Sun , Head of A-share Research, to the podcast to discuss investor sentiment on Chinese equities, which have seen a major selloff in recent months. 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...

Fresh from the HSBC Global Investment Summit, Fred Neumann and Herald van der Linde take a look at how market forces in China are causing a ripple effect of falling prices around the world. 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 and Herald van der Linde sink their teeth into some quirky facts on Asian markets and economics, as they comb through Herald’s latest '13 surprising stats' report. 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 are back together in the Hong Kong studio for a wide-ranging recap of investor sentiment across the region. 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 qu...

Fred Neumann sits down with Asia Economist Ines Lam to discuss how Asian trade proves that cross-border integration is alive and well, despite what the headlines suggest. 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 AskRes...

Herald van der Linde sits down with Global FX Strategist Lenny Jin to discuss how a seemingly minor move for the JPY could have longer-term ripple effects for Asia’s FX 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....

Chief China Economist, Jing Liu , joins Herald van der Linde to discuss China's 2024 growth target and break down the jargon around it. 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. D...

Herald van der Linde is joined by Head of Asia Internet and Gaming Research, Charlene Liu, to discuss the rise of Chinese online retail platforms in the US and Europe. 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 AskResear...

Fred Neumann sits down with Chief China Economist Jing Liu to discuss travel and spending numbers over the Spring Festival period and what they tell us about the broader Chinese 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. Em...

In the final podcast of our three-part special, Fred Neumann is joined by ASEAN Economist Yun Liu for a look at what makes these key Southeast Asian economies tick, from semiconductors to tourism and the 'concert 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 o...

Fred Neumann welcomes Chief Indonesia Economist, Pranjul Bhandari, to the podcast to discuss the country's key industries, growth outlook, and how the upcoming national election could shape economic 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 g...

Fred Neumann and Aris Dacanay dissect two key ASEAN economies, from what Christmas dinner can tell us about The Philippines’ labour force to how Chinese dating is powering an iconic Thai export. 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 podc...

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@h...

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 y...

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/gPDqkkt Find out more about HSBC Global Research: https://www.gbm.hsbc.com/en-gb/campaigns/global-research...

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/kmzgfJ9 Find out more about HSBC Global Research: https://www.gbm.hsbc.com/en-gb/campaigns/global-researc...

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/9SZdWRp Find out more...

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/Pb9JqzC...

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/vbnWWPM Find out more about HSBC Global Research: https://www.gb...

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/rhFCXvm Find out more about HSBC Global Research: https://www.gbm.hsbc.com/en-gb/campaigns/global-r...

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/wFszJhZ Hosted on Acast...

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: #HSBCResearch Disclosures and Disclaimers: https://www.re...

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/GNCSw2p Hosted on Acast. See acast.com/privacy for more information.