Under the Banyan Tree by HSBC Global Research

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/SKDBKS2 Hosted on Ac...

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

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/2s6XG6R Hosted on Acast. See acast.com/privacy for more information.

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/RmdshbC Hosted on Acast. See acast.com/privacy for more information.

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/kQvfdKH Hosted on Acast. See acast.com/privacy for more i...

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/XGJnrQF Hosted on Acast. See acast.com...

Fred and Herald take the podcast live for the first time ever, recording in front of a studio audience at HSBC's Asia headquarters, alongside special guests 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/51/QT7sSGs Hosted on Acast. See acast.com/privacy for more inf...

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/6VnSwrX Hosted on Acast. See acast.com/privacy for more inf...

From factory relocations to tourism and exotic fruit exports, Herald van der Linde sits down with ASEAN Economists Yun Liu and Aris Dacanay to discuss the key themes shaping ASEAN’s disparate economic landscape. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/JwJWSxR Hosted on Acast. See acast.com/priv...

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/wJTWhR...

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/NRpklhw Hosted on Acast. See acast.com...

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/P7wSHgl Hosted on Acast. See acast.com/privacy for more information.

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/dXmTjFz Hosted on Acast. See...

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/VzbQbR7 Hosted on Acast. See acast.com/privacy fo...

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: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/RhRKRdx Hosted on Acast. See acast.com/privacy for more information.