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Artwork for Under the Banyan Tree by HSBC Global Research

Under the Banyan Tree by HSBC Global Research

HSBC Global Research
China
India
Japan
Asia
Consumer Spending
ASEAN
Vietnam
United States
Economic Growth
Electric Vehicles
Artificial Intelligence
Korea
Hong Kong
Inflation
Tariffs
Semiconductors
GDP Growth
Thailand
Chinese Equities
Property Market

HSBC's Fred Neumann and Herald van der Linde break down the key drivers shaping economies and equity markets across Asia. Subscribe now.

For more from HSBC Global Research,

email us at AskResearch@hsbc.com.

Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: www.gbm.... more

PublishesWeeklyEpisodes149Founded3 years ago
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ManagementBusiness

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Artwork for Under the Banyan Tree by HSBC Global Research

Latest Episodes

Fred and Herald welcome Prerna Garg to the studio for a dive into Asia's fast-growing medical tourism segment, which has become a lot more than just popping to Thailand for a check-up. 

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Fresh from the annual HSBC China Conference, Herald sits down with Asia Managing Editor Jake Lee to go over the event's hot topics and key discussion points.

For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch... more

With US bond yields in a volatile state, Fred and Herald discuss what's going on, and crucially, what it could mean for companies, markets and economies across Asia.

For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBC... more

Herald welcomes Michelle Kwok to the studio for a closer look into Hong Kong's highly ambitious, tech-fueled cross-border gateway to mainland China.

For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don... more

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Recent Guests

Jake Lee
Asian Managing Editor
HSBC Global Research
Episode: Top takeaways from HSBC's China Conference
Michelle Kwok
Head of Asia Real Estate and Hong Kong Equity Research
HSBC Global Research
Episode: What is Hong Kong's Northern Metropolis?
Frank Lee
Global head of tech, hardware and semiconductor research
HSBC
Episode: A watershed moment for Chinese chipmakers?
Ines Lam
Asian economist
HSBC
Episode: A watershed moment for Chinese chipmakers?
Ricky Seo
Head of Semiconductor Research, Korea, leads research in the chip industry
HSBC Global Research
Episode: The surging demand for Asia's AI hardware
Jamie Culling
Sydney-based economist, part of HSBC Global Commodities team
HSBC Global Research
Episode: El Niño on the horizon
Perna Garg
Colleague contributing historical and market context
HSBC Global Investment Research
Episode: Equity league tables with a side of history
Charlene Liu
Head of China Internet Research
HSBC Global Research
Episode: How is China using agentic AI?
Prerna Garg
Fellow equity strategist
HSBC Global Investment Research
Episode: Behind one of the biggest rallies we've ever seen

Hosts

Herald van der Linde
Host with roles across HSBC Global Investment Research and HSBC Global Research; frequent anchor for macro and equities discussions in Asia.
Fred Neumann
Host/analyst focusing on Asia economics and market strategy; regular contributor to discussions on macro drivers and regional equities.
Ines Lam
Asian economist with expertise on Asia AI supply chains and memory markets; provides macro context and policy insights.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Taking the pulse on medical tourism
Q: From an investor perspective, what opportunities or risks does this create?
Growth opportunities extend beyond hospitals to pharma, insurance, and travel sectors; cross-border care may alter margins and demand patterns, encouraging diversified, multi-industry exposure.
Taking the pulse on medical tourism
Q: How is insurance adapting to cross-border medical care?
Insurance providers are offering global packages and hospitals are joining insurance panels to cover cross-border treatments, making overseas care more affordable and easier to finance.
Taking the pulse on medical tourism
Q: Besides Thailand, which new centers are gaining prominence and for what specialties?
Korea is gaining prominence in cosmetic and derma treatments, Malaysia emphasizes halal-certified medical services, and Singapore and India remain key hubs for various specialties, with broader regional diversification in care.
Taking the pulse on medical tourism
Q: What triggered the surge in medical tourism and why now?
Rising Western healthcare costs, aging populations, and a well-earned credibility of Asian hospitals combine with significant cost differentials to create compelling incentives for patients to seek treatment abroad.
China's urbanisation 2.0
Q: What is a Huko? And do you have one?
Huko, or hukou, is China's household registration system that determines access to public services; Jing Liu explains it and how residency-based eligibility is replacing hukou-based access.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

The show consistently covers macro drivers shaping Asia's economies and stock markets, with a strong emphasis on how technology, policy, and regional dynamics interact with earnings and valuations. Episodes frequently tackle topics such as memory chips and AI hardware supply chains, the China urbanization policy shift, regional effects of El Niño, and the interplay between geopolitics, energy, and commodities on equity performance. A standout trait is the blend of market-centric analysis with policy context, drawing on HSBC Global Research's macro and sector expertise to connect global trends with Asia's growth engines. This makes it particularly useful for listeners who want timely, data-driven insights into macroeconomic bets, semiconduct... more

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1. The Macro Brief by HSBC Global Research
2. At Any Rate
3. The Markets
4. Making Sense
5. Big Take Asia

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this podcast launched 3 years ago and published 149 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Jake Lee
2. Michelle Kwok
3. Frank Lee
4. Ines Lam
5. Ricky Seo
6. Jamie Culling
7. Perna Garg
8. Charlene Liu

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