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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
Economic Structure
GDP Growth
Japan
Korea
Corporate Governance
Commodities
Education
Healthcare
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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PublishesWeeklyEpisodes127Founded3 years ago
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Artwork for Under the Banyan Tree by HSBC Global Research

Latest Episodes

Head of China Autos Research Yuqian Ding joins Fred and Herald to give her outlook on the explosive growth of autonomous driving in mainland China.

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

With record outflows from Asian stock markets and currencies feeling the pinch, Fred and Herald discuss how the region is relatively well positioned to ride out the volatility caused by the Middle East conflict.

For more content from HSBC Global Inv... more

As the global energy crisis intensifies, Fred and Herald welcome Nneka Chike-Obi to the podcast to discuss whether the situation could breathe new life into renewables in Asia.

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

Economists Ines Lam and Aayushi Chaudhary join Fred for a broad discussion on two fast-growing Asian economies that don't get talked about enough.

For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't... more

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Recent Guests

Nneka Chike-Obi
Sustainability Research Team, Asia Pacific
HSBC
Episode: Energy crisis: a green light for renewables?
Ines Lam
Economist, Hong Kong studio
HSBC Global Research
Episode: South Asia Spotlight: Sri Lanka and Bangladesh
Aayushi Chaudhary
Economist, Mumbai
HSBC Global Research
Episode: South Asia Spotlight: Sri Lanka and Bangladesh
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
Joy Wang
Head of ASEAN Equity Research
HSBC
Episode: Live from Singapore

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.

Energy crisis: a green light for renewables?
Q: Nneka, how do you think about the implications of the current energy shock for the energy mix in Asia and particularly renewables?
Nneka explains that many large Asian economies already treat energy security as a policy goal and see renewables as a domestically controllable means to reduce import dependence, with targeted decarbonization supporting resilience and energy security.
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.

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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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These podcasts share a similar audience with this podcast:

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

How many episodes of this podcast are there?

this podcast launched 3 years ago and published 127 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. Nneka Chike-Obi
2. Ines Lam
3. Aayushi Chaudhary
4. Dr. Murat Ulgen
5. Erwan Rambourg
6. James Steel
7. Aris Dacanay
8. Prerna Garg

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