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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
India
Japan
Consumer Spending
Vietnam
ASEAN
Economic Growth
Asia
Electric Vehicles
Inflation
Tariffs
United States
Artificial Intelligence
Semiconductors
GDP Growth
Korea
Thailand
Chinese Equities
Property Market
US Tariffs

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

PublishesWeeklyEpisodes132Founded3 years ago
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BusinessManagement

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Artwork for Under the Banyan Tree by HSBC Global Research

Latest Episodes

As Presidents Trump and Xi prepare to meet face-to-face in Beijing, Fred and Herald ask Chief China Economist Jing Liu what she'll be looking out for during the summit.

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

It's the great stocks vs economy debate. On one side, Fred sees risks of recession, but Herald isn't losing much sleep over the outlook for equities.

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

Herald van der Linde talks to Charlene Liu, Head of China Internet Research, about the next phase in the global AI boom and how it's being implemented and monetised in China.

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

Herald welcomes fellow equity strategist Prerna Garg to the studio to dissect the massive rally and white-knuckle volatility that Korean stocks have seen in recent times. 

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

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Recent Guests

Charlene Liu
Head of China Internet Research
HSBC Global Research
Episode: How is China using agentic AI?
YuQian Ding
Head of China Autos Research
HSBC Global Research
Episode: Get ready for a LOT of driverless cars in China
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
Prerna Garg
Asian equity strategist and in-house retail investor specialist
HSBC Global Research
Episode: Anatomy of an Asian retail investor
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

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

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

Apple Podcasts
#143
United States/Business/Management
Apple Podcasts
#137
United Kingdom/Business/Management
Apple Podcasts
#163
Canada/Business/Management
Apple Podcasts
#74
Australia/Business/Management
Apple Podcasts
#17
Spain/Business/Management
Apple Podcasts
#23
Denmark/Business/Management
Apple Podcasts
#28
Hong Kong/Business/Management
Apple Podcasts
#28
Singapore/Business/Management
Apple Podcasts
#36
Indonesia/Business/Management
Apple Podcasts
#37
India/Business/Management
Apple Podcasts
#39
Norway/Business/Management
Apple Podcasts
#75
Argentina/Business/Management
Apple Podcasts
#107
South Korea/Business/Management
Apple Podcasts
#121
Philippines/Business/Management
Apple Podcasts
#129
Hong Kong/Business
Apple Podcasts
#138
Netherlands/Business/Management
Apple Podcasts
#152
Taiwan/Business/Management
Apple Podcasts
#156
New Zealand/Business/Management
Apple Podcasts
#175
Ireland/Business/Management
Apple Podcasts
#190
United Arab Emirates/Business/Management
Apple Podcasts
#198
Denmark/Business
Apple Podcasts
#203
India/Business
Apple Podcasts
#205
Spain/Business
Apple Podcasts
#215
China/Business/Management
Apple Podcasts
#228
Brazil/Business/Management
Apple Podcasts
#231
Japan/Business/Management
Apple Podcasts
#233
Norway/Business
Apple Podcasts
#236
Poland/Business/Management
Apple Podcasts
#242
Switzerland/Business/Management

Talking Points

Recent interactions between the hosts and their guests.

Behind one of the biggest rallies we've ever seen
Q: So Prerna, why has this market performed so well?
The market's strength comes from a broad domestic pull: memory-led profits from the two main memory firms, a cycle where demand outpaces supply, supportive dividend and repatriation policies for locals, and a growing appetite from households to participate in equities, all set against a backdrop of expanding AI-driven investment in data centers and regional reallocation of energy and defense spending.
Get ready for a LOT of driverless cars in China
Q: So how many autonomous taxis are now in operation in China and the US, and where is this going?
China currently has around 5,000 robot taxis, similar to the US, with expectations of ~500,000 robot taxis on the road by 2030, signaling a massive expansion.
Get ready for a LOT of driverless cars in China
Q: You've written a report about autonomous driving in China. Now, I'll be very frank, I think I've been seeing people writing or hearing about this for 10 years now. If me and Fred go to China now and say, I wanna buy an autonomous car, can I buy one?
Yes, you can buy it this month; a leading smart EV company like XPeng will launch a new model GX with a robot taxi version, which can function as both a private car and a robot taxi, and it will be commercially viable as a service.
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.

Audience Metrics

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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. Global Data Pod
4. Making Sense
5. The Markets

How many episodes of this podcast are there?

this podcast launched 3 years ago and published 132 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. Prerna Garg
7. Dr. Murat Ulgen
8. Erwan Rambourg

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