Under the Banyan Tree by HSBC Global Research

By: HSBC Global Research
  • Summary

  • 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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Episodes
  • Can Chinese equities turn a corner?
    Sep 12 2024

    In a classic Economist vs. Equity Strategist debate, Fred Neumann and Herald van der Linde sit down for a back-and-forth on whether China's underperforming equity market could rally.


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


    Email us at AskResearch@hsbc.com for any questions.


    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/Dx7zQ9v


    Hosted on Acast. See acast.com/privacy for more information.

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    18 mins
  • Clouds in the Indian sky
    Sep 5 2024

    Herald van der Linde and Fred Neumann discuss the micro and macro risks to India's title as a global outperformer on GDP and equity markets.


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


    Email us at AskResearch@hsbc.com for any questions.


    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/GbmJX9g


    Hosted on Acast. See acast.com/privacy for more information.

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    14 mins
  • A post-summer whip round the region
    Aug 29 2024

    Fred Neumann and Herald van der Linde are reunited after the summer break and have a lot to catch up on after an eventful few weeks in Asian markets and economics.


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


    Email us at AskResearch@hsbc.com for any questions.


    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/np7bjfk


    Hosted on Acast. See acast.com/privacy for more information.

    Show more Show less
    18 mins

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