Under the Banyan Tree by HSBC Global Research all Episodes with AI Transcript | PodExtra.AI

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HSBC Global Research

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 [email protected]. 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.

Total 62 episodes

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Why US bond yields matter for Asia

Why US bond yields matter for Asia

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

15:4105/10/2023

A rare wobble for Hong Kong property

A rare wobble for Hong Kong property

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

12:3228/09/2023

What does a stronger dollar mean for Asian FX?

What does a stronger dollar mean for Asian FX?

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

16:5721/09/2023

If China's slowing, what's driving commodities?

If China's slowing, what's driving commodities?

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

17:3814/09/2023

Bangladesh: Introducing a sleeping giant

Bangladesh: Introducing a sleeping giant

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

11:5524/08/2023

An economic tour of ASEAN

An economic tour of ASEAN

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

16:0016/08/2023

What can China learn from Japan in the '90s?

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.

17:2326/07/2023

Why are Asian exports at such low levels?

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.

15:0319/07/2023

How are Chinese earnings rising as growth slows?

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.

18:0512/07/2023

China on track to smash its solar goals

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.

16:3305/07/2023

Charging ahead: The rapid rise of China's EV market

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.

16:2914/06/2023

Stocks up, yen down: Putting Japan in context

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.

15:4907/06/2023