Shows / Under the Banyan Tree by HSBC Global Research
Under the Banyan Tree by HSBC Global Research
HSBC's Fred Neumann and Herald van der Linde break down the key drivers shaping economies and equity markets across Asia. Subscribe now.
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Episodes
Under the Banyan Tree by HSBC Global ResearchTariffs, AI and China’s fragile rally
Fred and Herald are back in the studio and ready to catch up on what's shaping Asian markets and economics right now. For more content from HSBC Global…
Under the Banyan Tree by HSBC Global ResearchAsia buys Asia
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…
Under the Banyan Tree by HSBC Global ResearchA business cycle with Chinese characteristics
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…
Under the Banyan Tree by HSBC Global ResearchChina EVs: cost, competition and karaoke machines
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…
Under the Banyan Tree by HSBC Global ResearchThe economists' guide to summer in Asia
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…
Under the Banyan Tree by HSBC Global ResearchHong Kong continues to evolve
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…
Under the Banyan Tree by HSBC Global ResearchAsia awaits Trump’s call on tariffs
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. For more content…
Under the Banyan Tree by HSBC Global ResearchFun facts from your friendly equity strategists
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…
Under the Banyan Tree by HSBC Global ResearchPredictability in an unpredictable world
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…
Under the Banyan Tree by HSBC Global ResearchAsian investors and US volatility
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…
Under the Banyan Tree by HSBC Global ResearchKorea at a crossroads?
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 Banyan Tree by HSBC Global ResearchWhat to do with the world’s largest cash pile
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…
Under the Banyan Tree by HSBC Global ResearchAre rising US bond yields good for Asia?
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…
Under the Banyan Tree by HSBC Global ResearchAre the US and China back from the brink?
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. For more…
Under the Banyan Tree by HSBC Global ResearchHow Golden was China’s Week?
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…
Under the Banyan Tree by HSBC Global ResearchAre we a little too fixated on tariffs?
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…
Under the Banyan Tree by HSBC Global ResearchTaking the rough with the smooth
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…
Under the Banyan Tree by HSBC Global ResearchHistory lessons with William Dalrymple
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…
Under the Banyan Tree by HSBC Global ResearchAsian tariffs in perspective
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…
Under the Banyan Tree by HSBC Global ResearchWhat does 'Liberation Day' mean for Asia?
Fred Neumann and Herald van der Linde discuss the impact of President Trump's sweeping tariff announcements on trade and growth across Asian economies. For…
Under the Banyan Tree by HSBC Global ResearchKorea, Taiwan and the cracks in AI
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…
Under the Banyan Tree by HSBC Global ResearchA lot to unpack in global commodities
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…
Under the Banyan Tree by HSBC Global ResearchIt began with a trip to the dentist
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. For more…
Under the Banyan Tree by HSBC Global ResearchFirmer foundations for China property
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. For…
Under the Banyan Tree by HSBC Global ResearchWhat to expect from China's NPC
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…
Under the Banyan Tree by HSBC Global ResearchChina's rally and the psychology of stock markets
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…
Under the Banyan Tree by HSBC Global ResearchCan local spending beat tariffs in China?
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…
Under the Banyan Tree by HSBC Global ResearchChina tariff tensions and lessons from Japan
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…
Under the Banyan Tree by HSBC Global ResearchLive from Singapore
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…
Under the Banyan Tree by HSBC Global ResearchFemale pilots, lattes, microchips and more
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…
Under the Banyan Tree by HSBC Global ResearchAsia: what to watch in 2025
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. For more content from…
Under the Banyan Tree by HSBC Global ResearchAnomaly economy: Japan
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…
Under the Banyan Tree by HSBC Global ResearchA different take on commodities
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…
Under the Banyan Tree by HSBC Global ResearchAsian FX and the strong USD
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…
Under the Banyan Tree by HSBC Global ResearchIndia: What's growing, what's not?
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…
Under the Banyan Tree by HSBC Global ResearchTaking the pulse of Chinese stimulus
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…
Under the Banyan Tree by HSBC Global ResearchLive from HSBC Hong Kong
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…
Under the Banyan Tree by HSBC Global ResearchCooperation states: Singapore and Malaysia
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…
Under the Banyan Tree by HSBC Global ResearchGetting to grips with Chinese stimulus
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…
Under the Banyan Tree by HSBC Global ResearchThailand: Investment, influencers and Indian weddings
Fred Neumann welcomes ASEAN Economist Aris Dacanay to the podcast for a close look at what makes Thailand's economy tick. For more content from HSBC Global…
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…
Under the Banyan Tree by HSBC Global ResearchClouds in the Indian sky
Herald van der Linde and Fred Neumann discuss the micro and macro risks to India's title as a global outperformer on GDP and equity markets. For more content…
Under the Banyan Tree by HSBC Global ResearchA post-summer whip round the region
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…
Under the Banyan Tree by HSBC Global ResearchAsia’s female factor
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…
Under the Banyan Tree by HSBC Global ResearchA wild week for Asian equities
Herald van der Linde and fellow Equity Strategist Prerna Garg delve into the key drivers of this week’s volatile swings in Asian stock markets. For more…
Under the Banyan Tree by HSBC Global ResearchDecoding China's Third Plenum
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…
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…
Under the Banyan Tree by HSBC Global ResearchThe Asian names outshining Nvidia
Fred Neumann and Herald van der Linde talk through the highlights of Herald's latest '10 surprising statistics' report, including which Asian names have…
Under the Banyan Tree by HSBC Global ResearchAll that and a bag of chips
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…
Under the Banyan Tree by HSBC Global ResearchTrade winds
With Western tariffs on China in the headlines, Herald van der Linde and Fred Neumann delve into Chinese trade, where exports are close to record highs. For…
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…
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…
Under the Banyan Tree by HSBC Global ResearchIndia's election: The economics of a surprise result
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…
Under the Banyan Tree by HSBC Global ResearchCatching up on commodities with Paul Bloxham
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…
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…
Under the Banyan Tree by HSBC Global ResearchExploring the Asia-Middle East corridor
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…
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…
Under the Banyan Tree by HSBC Global ResearchCorporate governance and lessons from the Japanese eel
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…
Under the Banyan Tree by HSBC Global ResearchState of the Region: King dollar, interest rates and trade
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…
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…