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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/FvjHlKS Hosted on Acast. See acast.com/privacy for more information.

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 podcasts.Email us at [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/xbhs9hQ Hosted on Acast. See acast.com/privacy for more information.

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 Spotify or wherever you get your podcasts.Email us at [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/MR9Ct9C Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/VpnTWF6 Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/vhnST6S Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/wCRFVBM Hosted on Acast. See acast.com/privacy for more information.

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 us at [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/Dx7zQ9v Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/GbmJX9g Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/np7bjfk Hosted on Acast. See acast.com/privacy for more information.

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 Spotify or wherever you get your podcasts.Email us at [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/nhhPzhx Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/pZTMKwT Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/2HrbBwr Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/lsBBrGn Hosted on Acast. See acast.com/privacy for more information.

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 your podcasts.Email us at [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JSVPhrv Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JLQVd7r Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/kwDpqcN Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/hFPMqKc Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/VSpSsmm Hosted on Acast. See acast.com/privacy for more information.

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.Email us at [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/vRqk9TD Hosted on Acast. See acast.com/privacy for more information.

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 wherever you get your podcasts.Email us at [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/PlpGv2S Hosted on Acast. See acast.com/privacy for more information.

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 your podcasts.Email us at [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/xphHSqx Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/bPMnw9s Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/TzgJXCx Hosted on Acast. See acast.com/privacy for more information.

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 get your podcasts.Email us at [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/XqvxcBl Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/zP6bqHz Hosted on Acast. See acast.com/privacy for more information.

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.Email us at [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/RwxdNNr Hosted on Acast. See acast.com/privacy for more information.

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.Email us at [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/QFQGhSg Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/2kTNx6l Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/NbXsTVk Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/CQ6lZhH Hosted on Acast. See acast.com/privacy for more information.

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.Email us at [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/GSBFttm Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/bMqqk2X Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/sNpcHXz Hosted on Acast. See acast.com/privacy for more information.

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.Email us at [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/2fbsXtr Hosted on Acast. See acast.com/privacy for more information.

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 or wherever you get your podcasts.Email us at [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/C/1/1/320/VpZSplc Hosted on Acast. See acast.com/privacy for more information.

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 get your podcasts.Email us at [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/KzdqhDD Hosted on Acast. See acast.com/privacy for more information.

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 podcasts.Email us at [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/CjNWFRF Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] 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 [email protected] 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.

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