PodcastsGestãoUnder the Banyan Tree by HSBC Global Research

Under the Banyan Tree by HSBC Global Research

HSBC Global Research
Under the Banyan Tree by HSBC Global Research
Último episódio

132 episódios

  • Under the Banyan Tree by HSBC Global Research

    US, China and more chocolate cake?

    13/05/2026 | 13min
    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: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts.

    Email us at [email protected] for any questions.

    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/RqbqnFp
    Hosted on Acast. See acast.com/privacy for more information.
  • Under the Banyan Tree by HSBC Global Research

    Why are equity markets ignoring the energy shock?

    07/05/2026 | 14min
    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 don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts.

    Email us at [email protected] for any questions.

    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/MTkKdJJ
    Hosted on Acast. See acast.com/privacy for more information.
  • Under the Banyan Tree by HSBC Global Research

    How is China using agentic AI?

    30/04/2026 | 11min
    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 LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts.

    Email us at [email protected] for any questions.

    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/h6Pmvxq
    Hosted on Acast. See acast.com/privacy for more information.
  • Under the Banyan Tree by HSBC Global Research

    Behind one of the biggest rallies we've ever seen

    23/04/2026 | 14min
    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: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts.

    Email us at [email protected] for any questions.

    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/rH7BNLm
    Hosted on Acast. See acast.com/privacy for more information.
  • Under the Banyan Tree by HSBC Global Research

    From the gas station to the stock exchange

    16/04/2026 | 14min
    Herald and Fred make their way through our quarterly stack of quirky facts from the world of Asian equities.

    For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts.

    Email us at [email protected] for any questions.

    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/JNKSNTK
    Hosted on Acast. See acast.com/privacy for more information.
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Sobre Under the Banyan Tree by HSBC Global Research
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 [email protected]. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
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Under the Banyan Tree by HSBC Global Research: Podcast do grupo