Under the Banyan Tree by HSBC Global Research
HSBC Global ResearchHSBC'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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| Publishes | Weekly | Episodes | 136 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessManagement | |||
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Latest Episodes
Fred Neumann welcomes Head of Asian FX Research Joey Chew to the podcast to discuss the impact of the energy squeeze on the JPY, what's keeping the RMB on the up and how the KRW has lost steam despite a Korean economy on fire.
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Could spending by migrant workers move the needle for Chinese GDP? Chief China Economist Jing Liu says yes, thanks to a new government policy that broadens the social safety net.
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As Middle East tensions drag on, Herald sits down with Asia Economist Ines Lam to discuss how a slowdown in non-oil industries is affecting Asian households half a world away.
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With US bond yields spiking, Herald van der Linde and Prerna Garg discuss how a shift in the rates vs growth balance could play out for Asian equities, which are being buoyed by the AI surge.
For more content from HSBC Global Investment Research, fo... more
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
Two HSBC economists regularly break down macro drivers across Asia, with a heavy emphasis on economies, equities, and policy. Episodes frequently center on US-China dynamics, energy and inflation spillovers, and the interplay between macro data and market pricing, often combining China-specific context with broader regional implications. A notable throughline is the ongoing analysis of energy transitions, technology cycles (notably AI and semiconductors), and the policy shifts affecting investment flows and corporate profitability. The format tends to feature data-driven debates between seasoned HSBC researchers, occasionally augmented by guest experts who provide on-the-ground or specialized perspectives. Listeners likely gain a clear view... more
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. The Macro Brief by HSBC Global Research
2. At Any Rate
3. Bloomberg Daybreak: Asia Edition
4. Global Data Pod
5. The Markets
How many episodes of this podcast are there?
this podcast launched 3 years ago and published 136 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. Charlene Liu
2. YuQian Ding
3. Nneka Chike-Obi
4. Ines Lam
5. Aayushi Chaudhary
6. Yun Liu
7. Dr. Murat Ulgen
8. Erwan Rambourg
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