Rephonic
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

PublishesWeeklyEpisodes110Founded2 years ago
Number of ListenersCategories
ManagementBusiness

Listen to this Podcast

Artwork for Under the Banyan Tree by HSBC Global Research

Latest Episodes

Dr Murat Ulgen joins Herald and Fred to talk AI, US outflows and Asia's influence over global emerging markets, all in the context of EM's outperformance in 2025.

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

Herald takes on the role of interviewee this week, as he and Fred look at what's driven Asian equity markets in 2025, and what investors are likely to be watching in the year ahead.

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

Global Head of Luxury and Consumer Research Erwan Rambourg joins Herald for a lively chat on the state of the luxury market across Asia and beyond.

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

Fred welcomes HSBC's Chief Precious Metals Analyst James Steel to the podcast for a comprehensive look at the recent gold rally and the critical role that markets including China and India play in the global gold trade.

For more content from HSBC Gl... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Global Data Pod
Global Data PodJ.P. Morgan Global Research
At Any Rate
At Any RateJ.P. Morgan Global Research
The Economics Show
The Economics ShowFinancial Times
Behind the Money
Behind the MoneyFinancial Times

Recent Guests

Dr. Murat Ulgen
Global Head of Macro Strategy and emerging market expert
HSBC
Episode: EM, Asia and the grown-ups in the room
Erwan Rambourg
Global head of luxury and consumer research at HSBC
HSBC
Episode: Luxury unboxed with Erwan Rambourg
James Steel
New York-based precious metals analyst
HSBC
Episode: Asia needs gold and gold needs Asia
Aris Dacanay
Asean economist and regular guest expert.
HSBC
Episode: ASEAN’s tariff advantage
Prerna Garg
Asia equity strategist at HSBC Global Research
HSBC Global Research
Episode: What to do with the world’s largest cash pile
Justin Feng
Economist and contributor to the podcast
HSBC Global Research
Episode: China tariff tensions and lessons from Japan
Joy Wang
Head of ASEAN Equity Research
HSBC
Episode: Live from Singapore
Joey Chew
Leads the FX research team
HSBC
Episode: Live from Singapore
Pranjul Bhandari
Chief Economist for India and Indonesia
HSBC
Episode: Live from Singapore

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.

Talking Points

Recent interactions between the hosts and their guests.

Asia needs gold and gold needs Asia
Q: What is the interplay of gold demand and industry in Thailand?
Thailand acts as a significant jewelry manufacturer that supplies to much of Asia, Europe, and North America, representing a unique aspect of gold demand and supply dynamics.
Asia needs gold and gold needs Asia
Q: How does India play a role in the global gold market?
India's heavy gold demand reflects its economic conditions, affecting trade accounts and currency; culturally, it plays a significant role in weddings and festivals like Diwali.
Asia needs gold and gold needs Asia
Q: What is driving the current rally in gold prices?
Geopolitical risk, economic policy uncertainty, increased public debt, and trade issues are the main drivers of the gold market rally.
China, EVs and the next steps in AI
Q: What is the outlook for consumption in China?
Jing emphasizes that while consumer spending has been weak, there are signs of a change in consumption patterns and a potential rebound on the horizon.
Getting the boring stuff right
Q: What does the market expect from the plenum, and what kind of impact do you expect?
The market will obsess about trade tariffs, but the focus should be on concrete measures to drive income levels up and transition towards a more service-based economy.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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.

Where can I find podcast stats for this podcast?

Rephonic provides a wide range of podcast stats for this podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to this podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does this podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for this podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for this podcast?

Rephonic provides comprehensive predictive audience data for this podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does this podcast have?

To see how many followers or subscribers this podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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. Global Data Pod
3. At Any Rate
4. The Economics Show
5. Behind the Money

How many episodes of this podcast are there?

this podcast launched 2 years ago and published 110 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact this podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for this podcast?

Rephonic pulls ratings and reviews for this podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for this podcast?

Rephonic provides full transcripts for episodes of this podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Dr. Murat Ulgen
2. Erwan Rambourg
3. James Steel
4. Aris Dacanay
5. Prerna Garg
6. Justin Feng
7. Joy Wang
8. Joey Chew

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days