Under the Banyan Tree by HSBC Global…

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A post-summer whip round the region

jeudi 29 août 2024 • Durée 18:01

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.

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. See acast.com/privacy for more information.

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Asia’s female factor

jeudi 15 août 2024 • Durée 11:15

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.

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/nhhPzhx

Hosted on Acast. See acast.com/privacy for more information.

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India's election: The economics of a surprise result

jeudi 6 juin 2024 • Durée 16:56

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.

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 acast.com/privacy for more information.

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Catching up on commodities with Paul Bloxham

jeudi 30 mai 2024 • Durée 18:52

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.

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

Hosted on Acast. See acast.com/privacy for more information.

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

jeudi 23 mai 2024 • Durée 20:09

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 on Acast. See acast.com/privacy for more information.

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Exploring the Asia-Middle East corridor

jeudi 16 mai 2024 • Durée 18:57

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.

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/privacy for more information.

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Has Hong Kong’s reset arrived?

jeudi 9 mai 2024 • Durée 18:34

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 acast.com/privacy for more information.

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Corporate governance and lessons from the Japanese eel

jeudi 2 mai 2024 • Durée 22:02

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.

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/XqvxcBl

Hosted on Acast. See acast.com/privacy for more information.

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

jeudi 25 avril 2024 • Durée 19:33

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.

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/privacy for more information.

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How are global investors feeling about China?

vendredi 19 avril 2024 • Durée 10:48

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.com/privacy for more information.

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