Under the Banyan Tree by HSBC Global Research

Get ready for a LOT of driverless cars in China

Thu, 09 Apr 2026 10:09:27 GMT

Head of China Autos Research Yuqian Ding joins Fred and Herald to give her outlook on the explosive growth of autonomous driving in mainland China.

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Asia's financial systems: The Middle East stress test

Thu, 02 Apr 2026 07:36:57 GMT

With record outflows from Asian stock markets and currencies feeling the pinch, Fred and Herald discuss how the region is relatively well positioned to ride out the volatility caused by the Middle East conflict.

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Energy crisis: a green light for renewables?

Thu, 26 Mar 2026 09:11:53 GMT

As the global energy crisis intensifies, Fred and Herald welcome Nneka Chike-Obi to the podcast to discuss whether the situation could breathe new life into renewables in Asia.

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South Asia Spotlight: Sri Lanka and Bangladesh

Thu, 19 Mar 2026 04:34:40 GMT

Economists Ines Lam and Aayushi Chaudhary join Fred for a broad discussion on two fast-growing Asian economies that don't get talked about enough.

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The unintended consequences of conflict

Thu, 12 Mar 2026 08:00:02 GMT

As the world's eyes remain on the Middle East, Fred and Herald discuss the second round economic effects of events and how they reverberate in Asia.

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What Middle Eastern oil means for Asia

Wed, 04 Mar 2026 10:04:45 GMT

With events in the Gulf reverberating globally, Herald and Fred discuss Asia's reliance on oil from the Middle East and what price changes could mean for various parts of the economy.

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How to read a record-breaking CNY

Thu, 26 Feb 2026 03:23:31 GMT

Back from the Chinese New Year break, Fred welcomes Chief China Economist Jing Liu and Head of A-share Consumer Research Kathy Song to the podcast to talk holiday spending in Asia's top economy.

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China's silver spenders

Thu, 19 Feb 2026 06:35:59 GMT

Herald and Fred dive into the world of Chinese demographics, discussing the effects of an aging population on spending trends and the wider economy.

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Can Vietnam hit its own high targets?

Thu, 12 Feb 2026 08:16:54 GMT

Fred welcomes Senior ASEAN Economist Yun Liu to the podcast to talk Vietnam's lofty economic goals and whether a growth target of at least 10% year-on-year is achievable.

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Japan heads to the polls

Thu, 05 Feb 2026 09:24:29 GMT

As Japan gears up for a general election, Fred and Herald discuss what the outcome could mean for Asia's second-largest economy, and why the world is taking notice.

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Anatomy of an Asian retail investor

Thu, 29 Jan 2026 09:32:38 GMT

Herald welcomes fellow Asia Equity Strategist Prerna Garg to the studio to discuss the role of retail investors in the region, how they're reshaping the investment landscape and where they're choosing to put their money.

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Commodities: Behind the headlines

Thu, 22 Jan 2026 09:58:35 GMT

With geopolitics, the energy transition and changing investor preferences all affecting the price of commodities right now, Fred welcomes Paul Bloxham, Chief Economist for Global Commodities to the podcast.

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China: what to watch in 2026

Thu, 15 Jan 2026 08:12:53 GMT

Fred and Herald are joined by Chief China Economist Jing Liu to discuss the major talking points for Chinese markets and economics in the Year of the Horse.

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Reading the tea leaves in 2026

Thu, 08 Jan 2026 07:25:52 GMT

Fred and Herald kick off 2026 with a round-up of what we think could be the highlights for Asian markets and economics in 2026.

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2025: Expectation vs reality

Thu, 18 Dec 2025 08:33:18 GMT

In our final episode of the year, Herald and Fred reflect on what surprised them most across Asian markets and economics in 2025.

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More facts you didn't know you needed

Thu, 11 Dec 2025 07:37:52 GMT

Fred's got his hands on Herald's latest compilation of quirky facts and stats. From giant shopping malls to a company you've probably never heard of outperforming Google, this episode's for anyone looking to flex some knowledge at holiday parties.

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Fred's economics outlook for 2026

Thu, 04 Dec 2025 07:32:43 GMT

Herald turns interviewer this week and Fred's in the spotlight, as our co-hosts discuss trade, consumption, central bank action and more across Asia in 2026.

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EM, Asia and the grown-ups in the room

Thu, 27 Nov 2025 06:17:03 GMT

Dr Murat Ulgen joins Herald and Fred to talk AI, US outflows and Asia's influence over global emerging markets, all in the context of EM's outperformance in 2025.

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Herald's equities outlook for 2026

Thu, 20 Nov 2025 07:14:43 GMT

Herald takes on the role of interviewee this week, as he and Fred look at what's driven Asian equity markets in 2025, and what investors are likely to be watching in the year ahead.

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Luxury unboxed with Erwan Rambourg

Thu, 13 Nov 2025 07:16:12 GMT

Global Head of Luxury and Consumer Research Erwan Rambourg joins Herald for a lively chat on the state of the luxury market across Asia and beyond.

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Asia needs gold and gold needs Asia

Thu, 06 Nov 2025 10:02:29 GMT

Fred welcomes HSBC's Chief Precious Metals Analyst James Steel to the podcast for a comprehensive look at the recent gold rally and the critical role that markets including China and India play in the global gold trade.

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ASEAN’s tariff advantage

Thu, 30 Oct 2025 01:00:00 GMT

ASEAN Economist Aris Dacanay joins Herald and Fred to explain why Southeast Asian economies could actually see rising market share across various sectors as a result of US import tariffs.

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China, EVs and the next steps in AI

Thu, 23 Oct 2025 08:43:55 GMT

Recorded in front of a live audience on 21 October 2025, Fred and Herald are joined on stage in Hong Kong by Jing Liu, Yuqian Ding and Frank Lee for a comprehensive round-up of the major macro and micro talking points in Asia.

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Getting the boring stuff right

Thu, 16 Oct 2025 10:54:05 GMT

Herald catches up with Chief China Economist Jing Liu as Beijing gears up for its fourth plenum, where the economic agenda for next five years will be set.

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A macro whip round the region

Thu, 09 Oct 2025 06:42:20 GMT

Fred has the studio all to himself, and that can only mean one thing: a comprehensive review of the key talking points shaping Asian economics from tariffs to central bank action and, of course, AI.

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Commodities in context

Thu, 02 Oct 2025 06:19:32 GMT

From inflation to political tensions, Paul Bloxham, Chief Economist for Global Commodities, joins Fred to talk through various factors keeping commodity markets deceptively flat at the moment.

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India: Tariffs, tax cuts and expensive visa hikes

Thu, 25 Sep 2025 08:06:59 GMT

Pranjul Bhandari, Chief India Economist and Strategist at HSBC, joins Fred to discuss the outlook for India's economy at a time of higher-than-expected US tariffs, visa changes and domestic reform.

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The growth-inflation tug-of-war

Thu, 18 Sep 2025 06:05:39 GMT

With the Fed lowering interest rates, and talk of similar cuts in Asia, Fred and Herald discuss how dynamics in the region differ from the US, and what the tug-of-war between growth and inflation means for Asian stock markets.

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Is a generational investment shift upon us?

Thu, 11 Sep 2025 06:26:09 GMT

Fred and Herald sit down to discuss the idea that there could be a fundamental shift happening in global investment patterns. The question is, if investors are ready to look beyond the US market, what could that mean for Asia?

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A status update for Vietnam?

Thu, 04 Sep 2025 07:42:50 GMT

With Vietnam on the cusp of an index upgrade, Herald and Fred sit down with Asia Equity Strategist Prerna Garg for a look at what emerging market status could mean for the country, and how it's served former frontier markets in the past.

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Tariffs, AI and China’s fragile rally

Thu, 28 Aug 2025 08:56:13 GMT

Fred and Herald are back in the studio and ready to catch up on what's shaping Asian markets and economics right now.

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Asia buys Asia

Thu, 21 Aug 2025 06:00:31 GMT

It’s a studio full of equity strategists as Herald is joined by Prerna Garg and Adam Qi to discuss the ever-growing numbers of Asian investors buying up stocks in the region, and why is now an important time for this trend to continue.

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A business cycle with Chinese characteristics

Thu, 14 Aug 2025 05:31:51 GMT

Herald has returned from his summer holiday to a new buzzword in Chinese economics: “anti-involution”. Fortunately, Chief China Economist Jing Liu is on hand to explain what it means.

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China EVs: cost, competition and karaoke machines

Thu, 24 Jul 2025 07:15:06 GMT

Fred Neumann sits down with Head of China Autos research Yuqian Ding to talk all things EV in China, from scale and competition to autonomous driving and tank turns.

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The economists' guide to summer in Asia

Thu, 17 Jul 2025 09:21:23 GMT

Fred Neumann is joined by fellow Asia economists Erin Xin, Aris Dacanay and Justin Feng for a look at the key economic and political events coming up in the region in the next few months.

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Hong Kong continues to evolve

Thu, 10 Jul 2025 08:47:34 GMT

With record-setting IPOs and more cash coming in from across the border, Fred Neumann sits down with Michelle Kwok and Erin Xin to talk about Hong Kong’s latest iteration as a world-leading centre for finance and beyond.

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Asia awaits Trump’s call on tariffs

Fri, 04 Jul 2025 08:49:10 GMT

With President Trump’s 9 July tariff deadline looming, Fred Neumann takes a look at what US levies on Asian goods could mean for the region.

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Fun facts from your friendly equity strategists

Fri, 27 Jun 2025 05:45:35 GMT

Herald van der Linde and Prerna Garg take the pulse of Asia's consumer, airline, autos and pharma sectors through the lens of our latest "Ten surprising statistics" report.

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Predictability in an unpredictable world

Thu, 19 Jun 2025 11:57:27 GMT

Herald van der Linde welcomes Global Head of Transport Research Parash Jain and Asia Equity Strategist Prerna Garg into the studio for a discussion on the impact of Middle East tensions on Asian markets, economics and global shipping.

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Asian investors and US volatility

Thu, 12 Jun 2025 06:21:15 GMT

With uncertainty still rife in the US, Fred Neumann and Herald van der Linde consider what could happen if Asian investors were to shift their focus from US investments and start looking closer to home.

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Korea at a crossroads?

Thu, 05 Jun 2025 10:22:02 GMT

Herald van der Linde sits down with Economist Jin Choi and Equity Strategist Prerna Garg to discuss the future of Korea's economic and corporate landscape under the presidency of Lee Jae-myung.

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What to do with the world’s largest cash pile

Thu, 29 May 2025 06:18:27 GMT

Herald van der Linde sits down with Prerna Garg to discuss what mainland Chinese savers could do with a mind-bending USD22trn in savings, and what that could imply for markets at home and beyond.

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Are rising US bond yields good for Asia?

Thu, 22 May 2025 06:06:18 GMT

Herald van der Linde and Fred Neumann sit down to discuss what rising US Treasury yields could mean for savings, fund flows and company listings across Asia.

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Are the US and China back from the brink?

Wed, 14 May 2025 06:44:18 GMT

Fred Neumann and Herald van der Linde discuss the newly-announced China-US trade agreement and what's next for the world's two largest economies.

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How Golden was China’s Week?

Thu, 08 May 2025 05:26:40 GMT

Herald van der Linde is joined by Erin Xin, Charlene Liu and Parash Jain to discuss what spending over China's Golden Week holiday can tell us about the state of Asia's largest economy.

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Are we a little too fixated on tariffs?

Thu, 01 May 2025 04:40:45 GMT

Herald van der Linde is joined by Co-Head of Asia Research Eliot Camplisson to discuss the state of Asian markets since ‘Liberation Day’ and if we might be missing the bigger picture when it comes to global headlines.

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Taking the rough with the smooth

Thu, 24 Apr 2025 00:11:03 GMT

Amid a raft of GDP forecast downgrades, Fred Neumann rallies fellow economists Yun Liu, Jin Choi and Jun Takazawa for an update on the fallout from US tariffs, as well as a reminder of the macro positives that still exist in Asia.

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History lessons with William Dalrymple

Thu, 17 Apr 2025 04:18:45 GMT

Fred and Herald are joined by the esteemed historian William Dalrymple for a fascinating discussion on India's role in economic history, from trade dominance in ancient times to mathematical breakthroughs and the birth of the modern number system.

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Asian tariffs in perspective

Thu, 10 Apr 2025 05:38:29 GMT

Fred Neumann is joined by fellow economists Jing Liu, Pranjul Bhandari and Aris Dacanay to tease out the nuances of US trade tariffs across Asia, with a focus on China, India, Indonesia, Thailand and the Philippines.

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What does 'Liberation Day' mean for Asia?

Fri, 04 Apr 2025 06:41:27 GMT

Fred Neumann and Herald van der Linde discuss the impact of President Trump's sweeping tariff announcements on trade and growth across Asian economies.

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Korea, Taiwan and the cracks in AI

Thu, 27 Mar 2025 06:45:30 GMT

Amid the hype about mainland China's role in the AI boom, Herald van der Linde and Fred Neumann take a look at two other key markets in the story, and how they're contributing to a growing consumer-led economy across Asia.

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A lot to unpack in global commodities

Thu, 20 Mar 2025 07:39:37 GMT

Herald van der Linde and Fred Neumann are joined by our Sydney-based Chief Economist for Global Commodities, Paul Bloxham, to talk China, tariffs, climate change and record highs for gold.

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It began with a trip to the dentist

Thu, 13 Mar 2025 03:44:19 GMT

An unexpected trip to a Shenzhen dentist leads to a wide-ranging chat about the Chinese economy, as Fred and Herald reunite in the Hong Kong studio.

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Firmer foundations for China property

Thu, 06 Mar 2025 06:11:03 GMT

Herald van der Linde sits down with Head of Asia Real Estate Research Michelle Kwok to discuss a turnaround that few investors had faith in a year ago.

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What to expect from China's NPC

Thu, 27 Feb 2025 08:41:13 GMT

Herald van der Linde catches up with Chief China Economist Jing Liu ahead of Beijing's top-level policy congress, including what we can glean from Xi Jinping's recent meeting with business and technology leaders.

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China's rally and the psychology of stock markets

Thu, 20 Feb 2025 06:53:14 GMT

Fred Neumann welcomes his fellow Co-Head of Asia Research, Eliot Camplisson, to the podcast for a look at what’s made investors U-turn on Chinese equities in recent months.

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Can local spending beat tariffs in China?

Thu, 13 Feb 2025 10:07:15 GMT

Fred Neumann is joined by Chief China Economist Jing Liu to discuss whether US tariffs could be the catalyst Beijing needs to give domestic consumption a shot in the arm.

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China tariff tensions and lessons from Japan

Thu, 06 Feb 2025 06:14:10 GMT

Fred Neumann outlines all you need to know about the US-China tariff situation, and talks to fellow economist Justin Feng about how the US-Japan trade war of the 1980s could inform how things play out.

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Live from Singapore

Thu, 23 Jan 2025 07:48:37 GMT

Fred Neumann and Herald van der Linde take the podcast on the road, recording a live ASEAN-focused episode from HSBC Singapore with special guests Joy Wang, Pranjul Bhandari and Joey Chew.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/PwmPbx9

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Female pilots, lattes, microchips and more

Thu, 16 Jan 2025 05:11:28 GMT

Herald van der Linde and Fred Neumann put Asian markets and economics in context through the quirky lens of Herald's quarterly surprising statistics, from female pilots in India to China's rapidly rising coffee of choice.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/dLtmvsd

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Asia: what to watch in 2025

Thu, 09 Jan 2025 05:53:25 GMT

Fred Neumann and Herald van der Linde return to the studio for a rundown of the must-watch markets and economies across Asia in 2025.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/Hql6Cl7

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Anomaly economy: Japan

Thu, 12 Dec 2024 05:11:17 GMT

Fred Neumann is joined by Asia Economist Jun Takazawa to discuss what makes Japan's economy unique, from counter-cyclical interest rates to demographics and a changing psychology on inflation.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/xVvCMdD

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A different take on commodities

Thu, 05 Dec 2024 06:20:05 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/tQGNtVQ

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Asian FX and the strong USD

Thu, 28 Nov 2024 07:23:19 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/20/fC9RbLM

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India: What's growing, what's not?

Thu, 21 Nov 2024 06:11:10 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/FvjHlKS

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Taking the pulse of Chinese stimulus

Thu, 14 Nov 2024 04:51:48 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/xbhs9hQ

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Live from HSBC Hong Kong

Thu, 31 Oct 2024 07:48:35 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/MR9Ct9C

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Cooperation states: Singapore and Malaysia

Thu, 17 Oct 2024 09:32:34 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/VpnTWF6

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Getting to grips with Chinese stimulus

Thu, 10 Oct 2024 04:57:04 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/vhnST6S

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Thailand: Investment, influencers and Indian weddings

Thu, 26 Sep 2024 09:09:48 GMT

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

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/wCRFVBM

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Can Chinese equities turn a corner?

Thu, 12 Sep 2024 06:19:36 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/Dx7zQ9v

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Clouds in the Indian sky

Thu, 05 Sep 2024 10:04:27 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/GbmJX9g

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A post-summer whip round the region

Thu, 29 Aug 2024 05:58:31 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/np7bjfk

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Asia’s female factor

Thu, 15 Aug 2024 06:12:08 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/nhhPzhx

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A wild week for Asian equities

Thu, 08 Aug 2024 10:12:00 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/pZTMKwT

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Decoding China's Third Plenum

Thu, 25 Jul 2024 10:40:38 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/2HrbBwr

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What can history tell us about Asia's AI rally?

Thu, 18 Jul 2024 08:05:49 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/lsBBrGn

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The Asian names outshining Nvidia

Thu, 11 Jul 2024 08:19:17 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JSVPhrv

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All that and a bag of chips

Thu, 04 Jul 2024 07:50:49 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JLQVd7r

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Trade winds

Thu, 27 Jun 2024 11:55:08 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/kwDpqcN

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Asia’s ageing, but does that have to be a bad thing?

Thu, 20 Jun 2024 08:59:18 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/hFPMqKc

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There’s always a ‘but…’

Thu, 13 Jun 2024 08:15:36 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/VSpSsmm

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India's election: The economics of a surprise result

Thu, 06 Jun 2024 12:35:06 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/vRqk9TD

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Catching up on commodities with Paul Bloxham

Thu, 30 May 2024 08:32:03 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/PlpGv2S

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China property: Is the end of the crisis in sight?

Thu, 23 May 2024 07:58:19 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/xphHSqx

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Exploring the Asia-Middle East corridor

Thu, 16 May 2024 09:42:24 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/bPMnw9s

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Has Hong Kong’s reset arrived?

Thu, 09 May 2024 08:14:31 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/TzgJXCx

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Corporate governance and lessons from the Japanese eel

Thu, 02 May 2024 08:11:12 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/XqvxcBl

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State of the Region: King dollar, interest rates and trade

Thu, 25 Apr 2024 09:23:49 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/zP6bqHz

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How are global investors feeling about China?

Fri, 19 Apr 2024 08:20:03 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/RwxdNNr

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Why quite a lot of things are getting cheaper

Thu, 11 Apr 2024 10:20:38 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/QFQGhSg

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Nvidia, Bitcoin and enough cement to turn Britain into a carpark

Thu, 04 Apr 2024 16:48:05 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/2kTNx6l

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A sentimental catch-up

Thu, 28 Mar 2024 10:19:07 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/NbXsTVk

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Globalisation isn’t actually dead, is it?

Thu, 21 Mar 2024 11:23:38 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/CQ6lZhH

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A new era for the Japanese yen?

Thu, 14 Mar 2024 19:42:32 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/GSBFttm

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Can China achieve 'around 5%' growth?

Thu, 07 Mar 2024 11:27:41 GMT

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

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/bMqqk2X

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China's online retailers are going global

Thu, 29 Feb 2024 19:59:02 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/sNpcHXz

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China's holiday spending by the numbers

Thu, 22 Feb 2024 15:24:57 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/2fbsXtr

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ASEAN Insights: Vietnam, Malaysia & Singapore

Thu, 15 Feb 2024 11:44:06 GMT

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'.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/C/1/1/320/VpZSplc

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ASEAN Insights: Indonesia

Thu, 08 Feb 2024 14:27:19 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/KzdqhDD

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ASEAN Insights: Philippines and Thailand

Thu, 01 Feb 2024 07:11:17 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/CjNWFRF

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Busting the myths on Asian supply chains

Thu, 25 Jan 2024 06:01:25 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/FlFg9wK

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Red Sea disruption and the impact on Asia

Thu, 18 Jan 2024 08:01:22 GMT

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.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/wXMcngk

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Things you probably didn’t know about Asian markets

Thu, 11 Jan 2024 08:52:19 GMT

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

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Enter the Year of the Dragon

Thu, 04 Jan 2024 10:48:21 GMT

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-research

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Replay: Live from HSBC Hong Kong

Fri, 15 Dec 2023 09:52:07 GMT

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 about HSBC Global Research: https://www.gbm.hsbc.com/en-gb/campaigns/global-research

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Asian Demographics revisited

Thu, 07 Dec 2023 10:35:16 GMT

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

Find out more about HSBC Global Research: https://www.gbm.hsbc.com/en-gb/campaigns/global-research

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Asian elections in 2024

Thu, 30 Nov 2023 00:02:14 GMT

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.gbm.hsbc.com/en-gb/campaigns/global-research

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What do overseas clients want to know about Asia?

Thu, 23 Nov 2023 12:07:51 GMT

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-research

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Why are so many EV-related stocks falling?

Thu, 16 Nov 2023 07:44:11 GMT

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

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Indonesia: burgeoning opportunity

Thu, 09 Nov 2023 07:22:30 GMT

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.research.hsbc.com/R/61/ZTl7BS7

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What's bugging Asian markets?

Thu, 02 Nov 2023 06:51:32 GMT

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

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China and global AI rollout

Thu, 26 Oct 2023 06:25:14 GMT

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

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The ripple effect of China's slowdown

Thu, 12 Oct 2023 05:21:48 GMT

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

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Why US bond yields matter for Asia

Thu, 05 Oct 2023 08:25:25 GMT

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

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A rare wobble for Hong Kong property

Thu, 28 Sep 2023 09:08:08 GMT

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

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What does a stronger dollar mean for Asian FX?

Thu, 21 Sep 2023 07:28:48 GMT

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

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

Thu, 14 Sep 2023 06:35:21 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/XGJnrQF

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Live from HSBC Hong Kong

Thu, 31 Aug 2023 06:10:41 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/QT7sSGs

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Bangladesh: Introducing a sleeping giant

Thu, 24 Aug 2023 08:17:31 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/6VnSwrX

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An economic tour of ASEAN

Wed, 16 Aug 2023 21:00:00 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/JwJWSxR

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

Wed, 26 Jul 2023 21:00:21 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/wJTWhRk

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Why are Asian exports at such low levels?

Wed, 19 Jul 2023 21:00:09 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/NRpklhw

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How are Chinese earnings rising as growth slows?

Wed, 12 Jul 2023 21:00:42 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/P7wSHgl

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China on track to smash its solar goals

Wed, 05 Jul 2023 21:00:39 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/dXmTjFz

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

Wed, 14 Jun 2023 21:00:44 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/VzbQbR7

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Stocks up, yen down: Putting Japan in context

Wed, 07 Jun 2023 21:00:46 GMT

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

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