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 ResearchWhy quite a lot of things are getting cheaper
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…
Under the Banyan Tree by HSBC Global ResearchNvidia, Bitcoin and enough cement to turn Britain into a carpark
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…
Under the Banyan Tree by HSBC Global ResearchA sentimental catch-up
Fred Neumann and Herald van der Linde are back together in the Hong Kong studio for a wide-ranging recap of investor sentiment across the region. For more…
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…
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…
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…
Under the Banyan Tree by HSBC Global ResearchChina's online retailers are going global
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…
Under the Banyan Tree by HSBC Global ResearchChina's holiday spending by the numbers
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…
Under the Banyan Tree by HSBC Global ResearchASEAN Insights: Vietnam, Malaysia & Singapore
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…
Under the Banyan Tree by HSBC Global ResearchASEAN Insights: Indonesia
Fred Neumann welcomes Chief Indonesia Economist, Pranjul Bhandari, to the podcast to discuss the country's key industries, growth outlook, and how the upcoming…
Under the Banyan Tree by HSBC Global ResearchASEAN Insights: Philippines and Thailand
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…
Under the Banyan Tree by HSBC Global ResearchBusting the myths on Asian supply chains
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…
Under the Banyan Tree by HSBC Global ResearchRed Sea disruption and the impact on Asia
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…
Under the Banyan Tree by HSBC Global ResearchThings you probably didn’t know about Asian markets
Herald van der Linde and Fred Neumann dissect several surprising facts, figures and market observations unearthed by our Asia Equity Strategy team. For more…
Under the Banyan Tree by HSBC Global ResearchEnter the Year of the Dragon
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…
Under the Banyan Tree by HSBC Global ResearchReplay: Live from HSBC Hong Kong
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…
Under the Banyan Tree by HSBC Global ResearchAsian Demographics revisited
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…
Under the Banyan Tree by HSBC Global ResearchAsian elections in 2024
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…
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…
Under the Banyan Tree by HSBC Global ResearchWhy are so many EV-related stocks falling?
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…
Under the Banyan Tree by HSBC Global ResearchIndonesia: burgeoning opportunity
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…
Under the Banyan Tree by HSBC Global ResearchWhat's bugging Asian markets?
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…
Under the Banyan Tree by HSBC Global ResearchChina and global AI rollout
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…
Under the Banyan Tree by HSBC Global ResearchThe ripple effect of China's slowdown
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…
Under the Banyan Tree by HSBC Global ResearchWhy US bond yields matter for Asia
Fred Neumann and Herald van der Linde discuss the impact of rising US bond yields and higher-for-longer US interest rates on Asian economies. For more content…
Under the Banyan Tree by HSBC Global ResearchA rare wobble for Hong Kong property
Herald van der Linde is joined by Head of Asia Real Estate Research Michelle Kwok and Property Analyst Raymond Liu to discuss why Hong Kong property has hit an…
Under the Banyan Tree by HSBC Global ResearchWhat does a stronger dollar mean for Asian FX?
With our FX team having turned more bullish on the USD, Fred Neumann speaks to Head of Asian FX Research, Joey Chew, about the implications of a stronger…
Under the Banyan Tree by HSBC Global ResearchIf China's slowing, what's driving commodities?
With commodity prices still high despite China's growth slowing, Fred Neumann talks to Paul Bloxham, Chief Economist for Global Commodities, about what's…
Under the Banyan Tree by HSBC Global ResearchLive from HSBC Hong Kong
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…
Under the Banyan Tree by HSBC Global ResearchBangladesh: Introducing a sleeping giant
Herald van der Linde is joined by fellow Asia Equity Strategist Prerna Garg for a broad discussion on the macro and micro factors attracting investors to one…
Under the Banyan Tree by HSBC Global ResearchAn economic tour of ASEAN
From factory relocations to tourism and exotic fruit exports, Herald van der Linde sits down with ASEAN Economists Yun Liu and Aris Dacanay to discuss the key…
Under the Banyan Tree by HSBC Global ResearchWhat can China learn from Japan in the '90s?
It's an ongoing debate in markets and economics: is China going the way of Japan in the 1990s? Fred Neumann and Herald van der Linde discuss the various points…
Under the Banyan Tree by HSBC Global ResearchWhy are Asian exports at such low levels?
With news that Chinese exports fell at their fastest pace for three years in June, Herald van der Linde and Fred Neumann discuss the state of Asian exports…
Under the Banyan Tree by HSBC Global ResearchHow are Chinese earnings rising as growth slows?
Fred Neumann and Herald van der Linde return to the Hong Kong studio to discuss how Chinese earnings growth can be on the rise at a time when the economy is…
Under the Banyan Tree by HSBC Global ResearchChina on track to smash its solar goals
With China on course to blast past its green energy goals up to five years early, Fred sits down with Renewables analysts Evan Li and Corey Chan for a broad…
Under the Banyan Tree by HSBC Global ResearchCharging ahead: The rapid rise of China's EV market
Herald and Fred sit down with Yuqian Ding, Head of China Autos Research, for a wide-ranging discussion on the Chinese electric vehicle industry, which is…
Under the Banyan Tree by HSBC Global ResearchStocks up, yen down: Putting Japan in context
With Japanese stocks at a multi-decade high and the yen at a six-month low, Fred and Herald discuss the macro and micro factors at play in Asia’s…