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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.

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PublishesWeeklyEpisodes122Founded3 years ago
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ManagementBusiness

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Artwork for Under the Banyan Tree by HSBC Global Research

Latest Episodes

With events in the Gulf reverberating globally, Herald and Fred discuss Asia's reliance on oil from the Middle East and what price changes could mean for various parts of the economy.

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

Back from the Chinese New Year break, Fred welcomes Chief China Economist Jing Liu and Head of A-share Consumer Research Kathy Song to the podcast to talk holiday spending in Asia's top economy.

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

Herald and Fred dive into the world of Chinese demographics, discussing the effects of an aging population on spending trends and the wider economy.

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

Fred welcomes Senior ASEAN Economist Yun Liu to the podcast to talk Vietnam's lofty economic goals and whether a growth target of at least 10% year-on-year is achievable.

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

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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
equity strategist
HSBC Global Research
Episode: A status update for Vietnam?
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
Jun Takazawa
Economist from the Asian economics team at HSBC
HSBC Global Research
Episode: Anomaly economy: Japan

Hosts

Fred Neumann
Chief Asia Economist at HSBC, providing insights into complex economic phenomena and trends across the Asia region.
Herald van der Linde
Head of Asian Equity Strategy at HSBC's Global Investment Research, focusing on market dynamics and investment strategies across Asia.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

How to read a record-breaking CNY
Q: What did you pick up from the latest releases in the food and beverage sector?
The holiday season is crucial for food and beverage manufacturers, with notable increases in sales and consumer spending during gatherings.
How to read a record-breaking CNY
Q: How important is the Chinese New Year Festival for the Chinese culture, for what it means for the economy?
The Chinese New Year is critically important, akin to Thanksgiving and Christmas combined in Western culture, with massive travel and consumption patterns.
Can Vietnam hit its own high targets?
Q: What are some of the risks Vietnam might face while pursuing its growth ambitions?
The biggest downside risk is related to the trade environment, particularly increasing protectionism and uncertainty in tariffs.
Can Vietnam hit its own high targets?
Q: What are some of the key highlights of To Lam's targets for the Vietnamese economy?
Vietnam aims for at least 10% average growth over the next five years, focusing on infrastructure development and energizing the domestic economy.
China: what to watch in 2026
Q: Aren't they doing enough to get investments in consumption going in China?
Jing Liu explained that while the government might not be doing enough in the short term for immediate growth, they have long-term plans regarding consumption and social safety nets.

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Frequently Asked Questions About This Podcast

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

This podcast provides in-depth discussions on the economic dynamics and equity markets traditionally shaping Asia. With a strong focus on current trends, consumer behavior, and strategic forecasts, the episodes feature expert insights from hosts who are prominent economists and analysts. Typical topics range from the impacts of consumer spending during major festivals in China to the implications of international tariffs on Southeast Asian economies. Additionally, a unique blend of personal anecdotes and professional analysis adds a relatable touch to complex subjects, making it an engaging choice for listeners interested in economic developments in the Asian markets.

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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. The Markets
3. Exchanges
4. Thoughts on the Market
5. Behind the Money

How many episodes of this podcast are there?

this podcast launched 3 years ago and published 122 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. Dr. Murat Ulgen
2. Erwan Rambourg
3. James Steel
4. Aris Dacanay
5. Prerna Garg
6. Joy Wang
7. Joey Chew
8. Pranjul Bhandari

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