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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
Aging Population
Productivity
Demographics
Semiconductors
India
GDP Growth
Economic Structure
Japan
Korea
Corporate Governance
Commodities
Healthcare
Education
Nvidia
Electric Vehicles
Asian Markets
Geopolitics
a-Share Market
Asia-Middle East Trade

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

PublishesWeeklyEpisodes104Founded2 years ago
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BusinessManagement

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Artwork for Under the Banyan Tree by HSBC Global Research

Latest Episodes

Herald catches up with Chief China Economist Jing Liu as Beijing gears up for its fourth plenum, where the economic agenda for next five years will be set.

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

Fred has the studio all to himself, and that can only mean one thing: a comprehensive review of the key talking points shaping Asian economics from tariffs to central bank action and, of course, AI.

For more content from HSBC Global Investment Resea... more

From inflation to political tensions, Paul Bloxham, Chief Economist for Global Commodities, joins Fred to talk through various factors keeping commodity markets deceptively flat at the moment.

For more content from HSBC Global Investment Research, f... more

Pranjul Bhandari, Chief India Economist and Strategist at HSBC, joins Fred to discuss the outlook for India's economy at a time of higher-than-expected US tariffs, visa changes and domestic reform.

For more content from HSBC Global Investment Resear... more

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Recent Guests

Pranjul Bhandari
Chief India Economist
HSBC
Episode: India: Tariffs, tax cuts and expensive visa hikes
Jing Liu
Chief China Economist
HSBC Global Investment Research
Episode: A business cycle with Chinese characteristics
Prerna Garg
Asia equity strategist at HSBC Global Research
HSBC Global Research
Episode: What to do with the world’s largest cash pile
Paul Bloxham
Chief Economist for Global Commodities
HSBC
Episode: A lot to unpack in global commodities
Joy Wang
Head of ASEAN Equity Research
HSBC
Episode: Live from Singapore
Joey Chew
Leads the FX research team
HSBC
Episode: Live from Singapore
Jun Takazawa
Economist from the Asian economics team at HSBC
HSBC Global Research
Episode: Anomaly economy: Japan
Helen Huang
Credit Specialist
HSBC Global Research
Episode: Taking the pulse of Chinese stimulus
Yun Liu
Southeast Asia economist
HSBC Global Research
Episode: Cooperation states: Singapore and Malaysia

Hosts

Herald van der Linde
Head of Asian Equity Strategy at HSBC Global Investment Research, and host of Under the Banyan Tree.
Fred Neumann
Chief Asia Economist at HSBC Global Investment Research, and host of Under the Banyan Tree.

Chart Rankings

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

Apple Podcasts
#160
United Kingdom/Business/Management
Apple Podcasts
#58
France/Business/Management
Apple Podcasts
#67
Italy/Business/Management
Apple Podcasts
#144
Australia/Business/Management
Apple Podcasts
#238
Hong Kong/Top Podcasts
Apple Podcasts
#2
Hong Kong/Business/Management
Apple Podcasts
#22
Norway/Business/Management
Apple Podcasts
#30
Singapore/Business/Management
Apple Podcasts
#33
India/Business/Management
Apple Podcasts
#48
Hong Kong/Business
Apple Podcasts
#97
Indonesia/Business/Management
Apple Podcasts
#124
South Korea/Business/Management
Apple Podcasts
#125
Philippines/Business/Management
Apple Podcasts
#156
Japan/Business/Management
Apple Podcasts
#171
Norway/Business
Apple Podcasts
#190
Sweden/Business/Management
Apple Podcasts
#221
Poland/Business/Management
Apple Podcasts
#223
Denmark/Business/Management
Apple Podcasts
#225
China/Business/Management
Apple Podcasts
#246
Singapore/Business

Talking Points

Recent interactions between the hosts and their guests.

Commodities in context
Q: How does the geopolitical situation affect commodity markets?
Geopolitical tensions have increased volatility and fragmentation in commodity markets, making predictions harder.
Commodities in context
Q: What do you attribute the fact to that commodity prices have actually held up quite well in recent years?
There has been a surge in inflation that means nominal prices look stable but in real terms they haven't held up as well.
Asia buys Asia
Q: What has the Chinese government done to stimulate actually households to put money at work?
The Chinese government has encouraged funds to invest more in the equity market and has mandated large insurance companies to allocate a percentage of new premiums into local equities.
Asia buys Asia
Q: How do Chinese households invest? Is it insurance, is it pensions, is it mutual funds?
Chinese households primarily invest more towards mutual funds but many retail investors choose to buy index funds due to the convenience and lower time investment compared to individual stocks.
How Golden was China’s Week?
Q: What does this tell you about the Chinese economy?
Aggregate levels are hitting new records, but consumption per person is still not at pre-pandemic levels, indicating a fragile recovery.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About This Podcast

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

A range of economic topics is examined, focusing on the dynamic landscape of Asian economies and equity markets. Key themes include insights into major markets like China and India, the implications of shifting trade relations, and notable trends in investment behaviors among Asian consumers. The discussions often emphasize macroeconomic factors that influence regional markets, including tariffs, technological advancements, and government policies. Particularly distinctive is the podcast's ability to blend detailed economic analysis with a narrative that reflects current events, appealing to listeners looking for in-depth understanding of Asia's economic prospects and challenges.

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These podcasts share a similar audience with this podcast:

1. Making Sense
2. At Any Rate
3. Global Data Pod
4. The Macro Brief by HSBC Global Research
5. UBS On-Air: Market Moves

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this podcast launched 2 years ago and published 104 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. Pranjul Bhandari
2. Jing Liu
3. Prerna Garg
4. Paul Bloxham
5. Joy Wang
6. Joey Chew
7. Jun Takazawa
8. Helen Huang

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