Shows
The Macro Brief by HSBC Global ResearchTalking points from the HSBC Global Investment SummitFrom trade and policy priorities to new growth opportunities, Janet Henry, Global Chief Economist, and Fred Neumann, Chief Asia Economist, join Piers Butler to discuss the key takeaways from this year’s event in Hong Kong.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/Kvl7rC...2025-03-2813 min
Under the Banyan Tree by HSBC Global ResearchLive from SingaporeFred 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.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.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/PwmPbx9 Hosted on Acast. See...2025-01-2321 min
HSBC Global ViewpointUnder the Banyan Tree - Live from HSBC Hong KongFred 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. Disclaimer: https://www.research.hsbc.com/R/101/MR9Ct9C. 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.2024-10-3120 min
Under the Banyan Tree by HSBC Global ResearchLive from HSBC Hong KongFred 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101...2024-10-3119 min
Under the Banyan Tree by HSBC Global ResearchCooperation states: Singapore and MalaysiaFred 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/VpnTWF6 Hosted on Acast. See acast.com/privacy...2024-10-1717 min
The Macro Brief by HSBC Global ResearchThe gold rushJames Steel, Chief Precious Metals Analyst, puts gold’s surge to record price levels in a historical context and considers whether the rally is likely to continue.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/rR6p7SR Hosted on Acast. See acast.co...2024-10-1113 min
Under the Banyan Tree by HSBC Global ResearchGetting to grips with Chinese stimulusWith 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/vhnST6S Hosted on Acast. See acast.com/privacy...2024-10-1016 min
The Macro Brief by HSBC Global ResearchEmerging markets get a boostMurat Ulgen, Global Head of Emerging Markets Research, considers the impact of Fed rate cuts and China’s stimulus package on EM assets and outlines the results of our latest survey of emerging market investors.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JjchhxQ2024-10-0407 min
The Macro Brief by HSBC Global ResearchOur global outlook at the tail end of '24Piers Butler is joined by Global Chief Economist Janet Henry for a catch-up on the world's top macro talking points as we enter the final quarter of the year.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/lScnbwd Hosted on Acast. See acast...2024-09-2710 min
Under the Banyan Tree by HSBC Global ResearchThailand: Investment, influencers and Indian weddingsFred 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/wCRFVBM Hosted on Acast. See acast.com/privacy for more information.2024-09-2619 min
The Macro Brief by HSBC Global ResearchThe Fed goes bigWe look at what the Federal Reserve’s 50 basis point rate cut could mean for the path of future rates, the US economy and global equity markets with Ryan Wang, US Economist, and Alastair Pinder, Head Emerging Markets and Global Equity Strategist.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://ww...2024-09-2011 min
The Macro Brief by HSBC Global ResearchThe ECB’s hawkish cutWe catch up with Fabio Balboni, Senior European Economist, to discuss the latest ECB rate cut and the prospects for further policy easing.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/wzgVqRP Hosted on Acast. See acast.com/privacy for more information.2024-09-1310 min
Under the Banyan Tree by HSBC Global ResearchCan Chinese equities turn a corner?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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/Dx7zQ9v Hosted on Acast. See acast...2024-09-1217 min
Under the Banyan Tree by HSBC Global ResearchClouds in the Indian skyHerald 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/GbmJX9g Hosted on Acast. See acast.com/privacy for more...2024-09-0514 min
The Macro Brief by HSBC Global ResearchCounting down to cutsWith investors' attention turning towards the global major central banks, we assess potential Federal Reserve, ECB and Bank of England tightening cycles with Ryan Wang, US Economist, and Chris Hare, Senior European Economist.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/FhSSRSh Hosted...2024-08-3012 min
Under the Banyan Tree by HSBC Global ResearchA post-summer whip round the regionFred 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/np7bjfk Hosted on Acast...2024-08-2918 min
Under the Banyan Tree by HSBC Global ResearchAsia’s female factorHerald 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com...2024-08-1511 min
The Macro Brief by HSBC Global ResearchAfter the sell-offWe examine what caused this week’s market volatility, ask whether we are through the worst, and take a cross-asset look at where we go from here.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/mNDKppk Hosted on Acast. See acast.com/privacy fo...2024-08-0813 min
Under the Banyan Tree by HSBC Global ResearchA wild week for Asian equitiesHerald 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/pZTMKwT Hosted on Acast. See acast.com/privacy for more information.2024-08-0815 min
The Macro Brief by HSBC Global ResearchSummer sustainabilityWe catch up with our ESG team to look at some of the less obvious places where sustainability issues could arise - from beer to music festivals.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/wvTGvWx Hosted on Acast. See acast.com/privacy...2024-08-0208 min
The Macro Brief by HSBC Global ResearchHow to price emerging marketsMurat Ulgen, Global Head of Emerging Markets Research, examines whether investors are right to be upbeat on the prospects for EM risk assets.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/fVFFhf9 Hosted on Acast. See acast.com/privacy for more information.2024-07-2612 min
Under the Banyan Tree by HSBC Global ResearchDecoding China's Third PlenumFred 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/2HrbBwr Hosted on Acast. See acast.com/privacy for...2024-07-2518 min
The Macro Brief by HSBC Global ResearchWhat's driving bonds?Steven Major, Global Head of Fixed Income Research, explains how both cyclical and secular forces contribute to the outlook for the bond market.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/vhshHRp Hosted on Acast. See acast.com/privacy for more information.2024-07-1917 min
Under the Banyan Tree by HSBC Global ResearchWhat can history tell us about Asia's AI rally?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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/lsBBrGn Hosted on Acast...2024-07-1820 min
The Macro Brief by HSBC Global ResearchClimate risks in the G20James Rydge, Head of ESG Research, EMEA, assesses the rise of physical climate impacts across the G20 countries and whether they are prepared for the transition.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/fQdgvVF Hosted on Acast. See acast.com/privacy for...2024-07-1211 min
Under the Banyan Tree by HSBC Global ResearchThe Asian names outshining NvidiaFred 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JSVPhrv Hosted on Acast. See acast...2024-07-1111 min
Under the Banyan Tree by HSBC Global ResearchAll that and a bag of chipsAsia 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JLQVd7r Hosted on Acast. See acast.com...2024-07-0415 min
The Macro Brief by HSBC Global ResearchGlobal economic updateJanet Henry, Global Chief Economist, assesses whether the world economy can keep dodging the dangers in the second half of the year.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/kMSgjHm Hosted on Acast. See acast.com/privacy for more information.2024-06-2812 min
Under the Banyan Tree by HSBC Global ResearchTrade windsWith 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/kwDpqcN Hosted on Acast. See acast.com/privacy for more...2024-06-2715 min
The Macro Brief by HSBC Global ResearchA conversation about currenciesWe catch up with Paul Mackel, Global Head of FX Research, to find out how the latest financial and political developments are affecting the major currencies.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/pskbcwv Hosted on Acast. See acast.com/privacy for...2024-06-2110 min
Under the Banyan Tree by HSBC Global ResearchAsia’s ageing, but does that have to be a bad thing?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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/hFPMqKc Hosted on Acast. See acast.com/privacy for more info...2024-06-2018 min
The Macro Brief by HSBC Global ResearchEuropean election feverEuropean economists Simon Wells and Chantana Sam discuss new risks from election results in Europe and upcoming votes in France.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/SnjpzKF Hosted on Acast. See acast.com/privacy for more information.2024-06-1411 min
Under the Banyan Tree by HSBC Global ResearchThere’s always a ‘but…’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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/VSpSsmm Hosted on Acast. See ac...2024-06-1314 min
The Macro Brief by HSBC Global ResearchThe ECB moves ahead of the FedWith the ECB cutting rates before the Fed for the first time in history, Fabio Balboni, Senior European Economist, and Ryan Wang, US Economist, assess the diverging paths of the two major central banks.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/lswn6Xs2024-06-0710 min
Under the Banyan Tree by HSBC Global ResearchIndia's election: The economics of a surprise resultPranjul 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/vRqk9TD Hosted on Acast. See ac...2024-06-0616 min
The Macro Brief by HSBC Global ResearchThe good, the bad and the ugly of AIJames Pomeroy, Global Economist, discusses the likely impact of artificial intelligence - including what it could mean for productivity, jobs, and emerging markets.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/nXPrpkg Hosted on Acast. See acast.com/privacy for more information.2024-05-3117 min
Under the Banyan Tree by HSBC Global ResearchCatching up on commodities with Paul BloxhamPaul 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/PlpGv2S Ho...2024-05-3018 min
The Macro Brief by HSBC Global ResearchThe UK gears up for an electionWith a general election now set for 4 July, Simon Wells, Chief European Economist, assesses the key challenges facing the incoming government.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/zmgJvbL Hosted on Acast. See acast.com/privacy for more information.2024-05-2412 min
Under the Banyan Tree by HSBC Global ResearchChina property: Is the end of the crisis in sight?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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/xphHSqx Hosted...2024-05-2320 min
The Macro Brief by HSBC Global ResearchEurope’s gas turnaroundKim Fustier, Head of European Oil & Gas Research, explains why there has been a striking shift in the region’s gas markets.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/9SXVCdQ Hosted on Acast. See acast.com/privacy for more information.2024-05-1711 min
Under the Banyan Tree by HSBC Global ResearchExploring the Asia-Middle East corridorFred 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/bPMnw9s Hosted on Acast. See acast.com/pr...2024-05-1618 min
The Macro Brief by HSBC Global ResearchGold's surprising surgeWith gold prices recently hitting new highs, James Steel, Chief Precious Metals Analyst, looks at the unusual reasons behind the rally and whether it will last.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/sVlxMLt Hosted on Acast. See acast.com/privacy for...2024-05-1012 min
Under the Banyan Tree by HSBC Global ResearchHas Hong Kong’s reset arrived?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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/TzgJXCx Hosted on Acast. See...2024-05-0918 min
The Macro Brief by HSBC Global ResearchFunding the FutureMark McDonald, Head of Data Science and Analytics at HSBC, outlines the findings from HSBC's inaugural Funding the Future Survey, which provides insights into investors’ views on venture capital, private equity, and high-growth sectors.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/fQ67McT2024-05-0312 min
Under the Banyan Tree by HSBC Global ResearchCorporate governance and lessons from the Japanese eelFred 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/XqvxcBl2024-05-0222 min
The Macro Brief by HSBC Global ResearchThe US election and tradeIn this edition, Shanella Rajanayagam, Trade Economist, weighs up the risks around US trade tensions depending on who wins the presidential race.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/tHPzpm7 Hosted on Acast. See acast.com/privacy for more information.2024-04-2608 min
Under the Banyan Tree by HSBC Global ResearchState of the Region: King dollar, interest rates and tradeFred 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@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/zP6bqHz Hosted on Acast. See acast.com...2024-04-2519 min
The Macro Brief by HSBC Global ResearchWhy AI, aircons and fridges are feeling the heatIn this edition, Amy Tyler and Sean McLoughlin talk about their research into the global cooling market and why the boom in artificial intelligence may complicate efforts to bring down CO2 emissions.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/gXDF9cF Hosted...2024-04-1914 min
Under the Banyan Tree by HSBC Global ResearchHow are global investors feeling about China?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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/RwxdNNr Hosted on Acast. See acast...2024-04-1910 min
The Macro Brief by HSBC Global ResearchTwo big themes at the HSBC Global Investment SummitChina and Artificial intelligence were among the themes dominating this year’s inaugural event in Hong Kong. Jing Liu, Chief Economist for Greater China, and Mark McDonald, Head of Data Science and Analytics, discuss.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/gmDxPHs Ho...2024-04-1206 min
Under the Banyan Tree by HSBC Global ResearchWhy quite a lot of things are getting cheaperFresh 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/QFQGhSg Hosted...2024-04-1115 min
The Macro Brief by HSBC Global ResearchHas Europe turned a corner?Chris Hare, Senior European Economist, assesses the region’s prospects with inflation close to target and policymakers on the brink of cutting rates.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/g2KbHsb Hosted on Acast. See acast.com/privacy for more information.2024-04-0509 min
Under the Banyan Tree by HSBC Global ResearchNvidia, Bitcoin and enough cement to turn Britain into a carparkFred 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/2kTNx6l Hosted on Acast. See ac...2024-04-0414 min
The Macro Brief by HSBC Global ResearchReady for rate cuts?With the major central banks poised to begin their rate cutting cycles, we assess the outlook for the world economy with Janet Henry, Global Chief Economist.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/TrQbThH Hosted on Acast. See acast.com/privacy for...2024-03-2815 min
Under the Banyan Tree by HSBC Global ResearchA sentimental catch-upFred 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 questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/NbXsTVk Hosted on Acast. See acast.com/privacy for more information.2024-03-2818 min
The Macro Brief by HSBC Global ResearchShifting supply chainsShanella Rajanayagam, Trade Economist, looks at how supply chains are reconfiguring globally and assesses the extent to which countries are moving production closer to home.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/FNpqB6N Hosted on Acast. See acast.com/privacy for...2024-03-2210 min
Under the Banyan Tree by HSBC Global ResearchGlobalisation isn’t actually dead, is it?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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/CQ6lZhH Hosted on Acast. See acast.com/privacy...2024-03-2114 min
The Macro Brief by HSBC Global ResearchCan cities absorb a billion people?With urban populations set to rise dramatically over the next decade, James Pomeroy, Global Economist, looks at what cities need to do to unlock their economic potential.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/VRlVRpm Hosted on Acast. See acast.com/privacy...2024-03-1517 min
Under the Banyan Tree by HSBC Global ResearchA new era for the Japanese yen?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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/GSBFttm Hosted on...2024-03-1413 min
The Macro Brief by HSBC Global ResearchThe UK’s narrow marginsSimon Wells, Chief European Economist, assesses the state of the UK’s public finances following this week’s highly anticipated budget.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/tzBdGWN Hosted on Acast. See acast.com/privacy for more information.2024-03-0810 min
Under the Banyan Tree by HSBC Global ResearchCan China achieve 'around 5%' growth?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.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/bMqqk2X Hosted on Acast. See acast.com/privacy for more information.2024-03-0715 min
The Macro Brief by HSBC Global ResearchAI: risks, rewards and regulationsWe look at whether artificial intelligence can outperform human analysis of big data, what it might bring to the field of weather forecasting, and what policymakers are doing to regulate this rapidly developing technology. We're joined by Mark McDonald, Head of Data Science and Analytics, Yaryna Kobel, Corporate Governance Analyst, and Amy Tyler, ESG Analyst.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at...2024-03-0115 min
Under the Banyan Tree by HSBC Global ResearchChina's online retailers are going globalHerald 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/sNpcHXz Hosted on Acast. See acast...2024-02-2912 min
The Macro Brief by HSBC Global ResearchCountdown to the US electionsWith November’s elections looming, we assess the state of play, key policy issues and implications for the Federal Reserve and the US dollar with Ryan Wang, US Economist, and Daragh Maher, Head of FX Strategy, US.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/GW...2024-02-2311 min
Under the Banyan Tree by HSBC Global ResearchChina's holiday spending by the numbersFred 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/2fbsXtr Hosted on Acast. See...2024-02-2212 min
The Macro Brief by HSBC Global ResearchSolving the productivity puzzleChris Hare, Senior European Economist, looks at why productivity in the UK and eurozone has lagged behind the US – and what can be done to address it.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/TjPhn7J Hosted on Acast. See acast.com/pr...2024-02-1611 min
Under the Banyan Tree by HSBC Global ResearchASEAN Insights: Vietnam, Malaysia & SingaporeIn 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/C/1/1/320/VpZSplc2024-02-1517 min
The Macro Brief by HSBC Global ResearchThe baby bust intensifiesJames Pomeroy, Global Economist, looks at how declining birth rates around the world are creating tough challenges for governments and economies.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/TzDjqSG Hosted on Acast. See acast.com/privacy for more information.2024-02-0913 min
Under the Banyan Tree by HSBC Global ResearchASEAN Insights: IndonesiaFred 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/KzdqhDD Hosted on Acast. See acast.com...2024-02-0814 min
The Macro Brief by HSBC Global ResearchTiming of rate cutsWe assess the potential path of monetary policy on both sides of the Atlantic with Ryan Wang, US Economist, and Liz Martins, Senior UK Economist.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/VgCSnpv Hosted on Acast. See acast.com/privacy for more...2024-02-0211 min
Under the Banyan Tree by HSBC Global ResearchASEAN Insights: Philippines and ThailandFred 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/CjNWFRF Hosted on Acast. Se...2024-02-0116 min
The Macro Brief by HSBC Global ResearchTo cut or not to cut?With investors hoping for substantial interest rate cuts in 2024, Stephen King, Senior Economic Adviser, examines the dangers of premature monetary easing.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/6fSXSwT Hosted on Acast. See acast.com/privacy for more information.2024-01-2614 min
Under the Banyan Tree by HSBC Global ResearchBusting the myths on Asian supply chainsFred 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@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/FlFg9wK Hosted on Acast. See acast.com/privacy for...2024-01-2518 min
The Macro Brief by HSBC Global ResearchThe allure of AIMark McDonald, Head of Data Science and Analytics, looks at the sectors that are catching the eye of venture capital investors and the latest developments in artificial intelligence.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/k6GnhTL Hosted on Acast. See acast...2024-01-1912 min
Under the Banyan Tree by HSBC Global ResearchRed Sea disruption and the impact on AsiaFred 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 AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/wXMcngk...2024-01-1819 min
The Macro Brief by HSBC Global ResearchTalking TradeShanella Rajanayagam, Trade Economist, considers whether a recovery is in sight for global trade in 2024 - and discusses the key risks to watch.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/CHtzMFX Hosted on Acast. See acast.com/privacy for more information.2024-01-1208 min
Under the Banyan Tree by HSBC Global ResearchThings you probably didn’t know about Asian marketsHerald 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.2024-01-1121 min
HSBC Global ViewpointHSBC Transition Pathways: From supply gaps to opportunities in the materials industryThe transition to net zero relies heavily on copper, lithium, nickel and many other key natural resources. Can supply meet the expected demand? What steps is the industry taking to expand production? Are we at risk from shortages of key materials needed in the coming years? In this episode, we answer all of these questions, plus look at key opportunities in the minerals and materials space. Guests Leonardo Buizza, Lead Supply Chains and Materials Analyst, The Energy Transitions Commission, Sophie Lu, Global Head of Heavy Industry Decarbonisation, HSBC, and Michael Willoughby, Global Head of Metals, M...2024-01-0535 min
The Macro Brief by HSBC Global ResearchThe global economy in 2024Janet Henry, Global Chief Economist, assesses the complicated backdrop facing policymakers as they attempt to keep inflation on a steady downward trajectory.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/BJWxSX6 Hosted on Acast. See acast.com/privacy for more information.2024-01-0510 min
Under the Banyan Tree by HSBC Global ResearchEnter the Year of the DragonFred 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.2024-01-0419 minHSBC Global ViewpointUnder the Banyan Tree - Replay: Live from HSBC Hong KongThis 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. Disclaimer: https://www.research.hsbc.com/R/61/9SZdWRp 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.2023-12-1525 min
Under the Banyan Tree by HSBC Global ResearchReplay: Live from HSBC Hong KongThis 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 in...2023-12-1524 min
The Macro Brief by HSBC Global ResearchEM cash looking for catalystsMurat Ulgen, Global Head of Emerging Markets Research, assesses the results from our latest survey of EM investors and examines why they are seemingly undecided about the prospects for emerging market assets.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/fh9LTXb Hosted...2023-12-1509 min
The Macro Brief by HSBC Global ResearchFunding the future revisitedThis week, we’re replaying one of our most popular episodes of the year. Mark McDonald, Head of Data Science and Analytics, looks at how venture capital is helping to fuel transformative technology and business innovation.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/WZwJZwR...2023-12-0809 min
Under the Banyan Tree by HSBC Global ResearchAsian Demographics revisitedThis 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 in...2023-12-0717 min
The Macro Brief by HSBC Global ResearchNet zero gamechangersJames Pomeroy, Global Economist, looks at key themes that we track here at HSBC Global Research - from the Energy Transition to Disruptive Technology - and the role they will play in the response to climate change.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61...2023-12-0112 min
Under the Banyan Tree by HSBC Global ResearchAsian elections in 2024With 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.2023-11-3012 min
The Macro Brief by HSBC Global ResearchThe UK's spending spreeLiz Martins, Senior UK Economist, dissects the UK’s Autumn Statement made by Chancellor Jeremy Hunt and considers whether the giveaways offered are affordable.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchEmail us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/xBV9tHq Hosted on Acast. See acast.com/privacy for more information.2023-11-2409 min
Under the Banyan Tree by HSBC Global ResearchWhat do overseas clients want to know about Asia?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.2023-11-2313 min
HSBC Talks BusinessHSBC Transition Pathways: From supply gaps to opportunities in the materials industryThe transition to net zero relies heavily on copper, lithium, nickel and many other key natural resources. Can supply meet the expected demand? What steps is the industry taking to expand production? Are we at risk from shortages of key materials needed in the coming years? In this episode, we answer all of these questions, plus look at key opportunities in the minerals and materials space. Guests Leonardo Buizza, Lead Supply Chains and Materials Analyst, The Energy Transitions Commission, Sophie Lu, Global Head of Heavy Industry Decarbonisation, HSBC, and Michael Willoughby, Global Head of Metals, M...2023-10-3135 min
HSBC Global ViewpointHSBC Sibos spotlight series - Exploring the universe of digital assets and HSBC OrionIn the second episode in the HSBC Sibos Spotlight series, Eleanor Hill invites John O’Neill, Managing Director, Global Head of Digital Assets Strategy, HSBC and Zhu Kuang Lee, Managing Director, Chief Digital Data and Innovation Officer from HSBC to discuss the innovative activity happening around asset tokenisation.In this candid deep dive, our guests identify the emerging use cases for tokenisation, touch on the future trends that could accelerate the adoption of digital assets, and explore the challenges that HSBC’s Orion platform is addressing for corporate treasurers in a tokenisation context. Hosted on Ac...2023-09-1330 min
HSBC Global ViewpointUnder the Banyan Tree – Special: Live from HSBC Hong KongFred 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. Disclaimer: https://www.research.hsbc.com/R/51/QT7sSGs 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.2023-08-3125 min
Under the Banyan Tree by HSBC Global ResearchLive from HSBC Hong KongFred 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: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/QT7sSGs Hosted on Acast. See acast.com/privacy for more information.2023-08-3125 min
The Macro Brief by HSBC Global ResearchWhere in the world is inflation not a problem?The HSBC Global Research team reviews how the dollar's performance may affect the course of EM currencies in the second half of 2023, and highlights where in the world inflation may not be the primary focus of policy makers. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/KckWhv9 Hosted on Acast. See acast.com/privacy for more information.2023-07-0718 min
The Macro Brief by HSBC Global ResearchThe global economic outlookJanet Henry, HSBC’s Global Chief Economist, assesses whether tightening cycles are nearly complete, the prospects for growth, and some of the upside and downside risks that might lie ahead for the world economy.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/TSv6cqW Hosted on Acast. See acast.com/privacy for more information.2023-06-3012 min
HSBC Global ViewpointUnder the Banyan Tree – What we learnt at the HSBC China ConferenceFresh from HSBC's first in-person China Conference since 2019, Fred and Herald sit down to discuss the key takeaways from investors, corporates, policymakers and fellow analysts. Disclaimer: https://www.research.hsbc.com/C/1/1/320/sKBqqLW 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.2023-05-2614 min
HSBC Global ViewpointHSBC's Sibos Spotlight: Using CBDCs for Cross-Ledger Multi-Asset TransactionsWhy should treasurers be interested in CBDCs, and how can they prepare for an environment where these types of currencies are commonplace? This episode in our Sibos podcast miniseries follows last year's digital asset deep dive, with HSBC’s Mark Williamson once again joining TMI's Eleanor Hill, alongside special guest Søren Mortensen from IBM to explore how attitudes have changed to CBDCs over the last 12 months. Our guests also provide insight on a ground-breaking project between HSBC, IBM and Banque de France that leveraged CBDCs to create an FX settlement capability. This is HSBC’s Sibos...2022-09-2632 min
HSBC Global ViewpointHSBC's Sibos Spotlight: Investing in the Future – from Diversity to Green DepositsIn the final instalment of our Sibos miniseries, TMI’s Eleanor Hill invites HSBC’s Nadine Lagarmitte and Suraj Kalati to consider how corporates' attitudes to ESG are changing, including a growing interest in ESG investment. Our guests explain the incentives behind HSBC's green deposit scheme, explore how ESG product development is evolving in response to tighter regulation, and share their key lessons for leaders looking to embrace the social values of ESG. This is HSBC’s Sibos Spotlight, a podcast miniseries in collaboration with Treasury Management International (TMI). Throughout this series we will explore the cri...2021-10-0426 min
HSBC Global ViewpointWelcome to HSBC Global ViewpointThis is HSBC Global Viewpoint, your window into the thinking, trends and issues shaping global banking and markets. Join us as we hear from industry leaders and HSBC experts on the latest insights and opportunities for your business.For more information about anything you heard in this podcast or to learn about HSBC’s global services and offerings, please visit gbm.hsbc.com Hosted on Acast. See acast.com/privacy for more information.2020-11-2300 min
HSBC Talks BusinessHSBC Talks Business TrailerYou’re listening to HSBC Talks Business. Learn how businesses like yours are leveraging a wide range of banking solutions to maximise their success – and how HSBC is helping them. To learn more about anything you heard today, please visit business.hsbc.com Hosted on Acast. See acast.com/privacy for more information.2020-11-2000 min