Under the Banyan Tree by HSBC Global Research
HSBC Global Research
155 episodes
HSBC's Fred Neumann and Herald van der Linde break down the key drivers shaping economies and equity markets across Asia. Subscribe now.
More about the show
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Episodes page 1 of 4
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What does 'made in China' mean today?
Asia Economist Justin Feng joins Fred for a deep dive into how industrial upgrades have pushed mainland Chinese production up the value chain, spurring global competition and lifting manufacturing prospects in other…
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How to build a data centre
Fred Neumann is joined by Frank Lee, our Global Head of Tech Hardware and Semiconductor Research, to learn more about the various components that go into a data centre as well as the economics behind them. For more…
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Asia's race against time
It's well known that Asia's major economies are aging fast, but so are its smaller ones. Herald and Fred sit down with Economist Ines Lam to talk about what this means for the region. For more content from HSBC Global…
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Insights from Indonesia
Back from the HSBC Indonesia Summit 2026, Fred and Herald recap their trip to Jakarta and Surabaya and what they learnt along the way. For more content from HSBC Global Investment Research, follow us on LinkedIn:…
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Will Asian central banks follow the Fed?
A week on from the first US interest rate hike since 2023, Herald and Fred discuss how ripple effects could play out in Asia, and how varied central bank action can be throughout the region. For more content from HSBC…
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AI: Debate, direction and Dutch disease
Herald welcomes Head of AI and Data Science Mark McDonald to the studio for a wide-ranging conversation on AI, plus Chinese vs US adoption and our reaction to industry leaders calling for greater AI regulation. For…
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Taking the pulse on medical tourism
Fred and Herald welcome Prerna Garg to the studio for a dive into Asia's fast-growing medical tourism segment, which has become a lot more than just popping to Thailand for a check-up. For more content from HSBC…
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Top takeaways from HSBC's China Conference
Fresh from the annual HSBC China Conference, Herald sits down with Asia Managing Editor Jake Lee to go over the event's hot topics and key discussion points. For more content from HSBC Global Investment Research,…
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What does US Treasury turmoil mean for Asia?
With US bond yields in a volatile state, Fred and Herald discuss what's going on, and crucially, what it could mean for companies, markets and economies across Asia. For more content from HSBC Global Investment…
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What is Hong Kong's Northern Metropolis?
Herald welcomes Michelle Kwok to the studio for a closer look into Hong Kong's highly ambitious, tech-fueled cross-border gateway to mainland China. For more content from HSBC Global Investment Research, follow us on…
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Fred and Herald's post-summer catch-up
Our regular hosts are reunited in the studio after several weeks and there's plenty to catch up on, from AI volatility to shifts in fund flows and the broad macro outlook for Asia. For more content from HSBC Global…
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El Niño looms large over ASEAN tech
Herald welcomes Pranjul Bhandari to the podcast to discuss the growing threat to ASEAN's data centres, chipmakers and more as weather volatility rises. For more content from HSBC Global Investment Research, follow us…
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A watershed moment for Chinese chipmakers?
In the week of CXMT's record-setting IPO, Herald sits down with Frank Lee and Ines Lam to discuss how the company emerged and what its rise could mean for the competitive landscape in Asian memory making. For more…
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Samsung's billions and a long hands-free drive
Herald returns to the studio alongside Prerna Garg to talk through our latest collection of quirky facts and surprising stats from the world of Asian equities. For more content from HSBC Global Investment Research,…
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The surging demand for Asia's AI hardware
Fred is joined by Ines Lam and Ricky Seo to discuss how the AI boom is remapping Asia's supply chains, why Korea is the undisputed leader in High Bandwidth Memory, and if we are ever likely to satisfy global demand for…
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Critical minerals and the Malacca Strait
Fred sits down with Nneka Chike-Obi from our Sustainability Research team to talk strategies for avoiding a potential chokepoint in the Strait of Malacca, which is key to the shipping of critical minerals used in the…
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El Niño on the horizon
From food price volatility to export restrictions and an energy crunch, Fred Neumann and Jamie Culling discuss the sweeping potential impacts of extreme weather on Asia's economies. For more content from HSBC Global…
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Equity league tables with a side of history
Herald and his fellow Equity Strategist Perna Garg discuss the rise of Asian stock markets over the past 20+ years, and in one or two cases, a lot longer. For more content from HSBC Global Investment Research, follow…
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Energy, El Niño and economic growth
Fred is joined by Chief India Economist Pranjul Bhandari for a wide-ranging look at the various forces shaping India's economic outlook. For more content from HSBC Global Investment Research, follow us on LinkedIn:…
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Unexpected moves in Asian FX
Fred Neumann welcomes Head of Asian FX Research Joey Chew to the podcast to discuss the impact of the energy squeeze on the JPY, what's keeping the RMB on the up and how the KRW has lost steam despite a Korean economy…
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China's urbanisation 2.0
Could spending by migrant workers move the needle for Chinese GDP? Chief China Economist Jing Liu says yes, thanks to a new government policy that broadens the social safety net. For more content from HSBC Global…
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Asia remittances: a quiet cost from the Gulf
As Middle East tensions drag on, Herald sits down with Asia Economist Ines Lam to discuss how a slowdown in non-oil industries is affecting Asian households half a world away. For more content from HSBC Global…
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Shades of '99?
With US bond yields spiking, Herald van der Linde and Prerna Garg discuss how a shift in the rates vs growth balance could play out for Asian equities, which are being buoyed by the AI surge. For more content from…
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US, China and more chocolate cake?
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…
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Why are equity markets ignoring the energy shock?
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…
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How is China using agentic AI?
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…
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Behind one of the biggest rallies we've ever seen
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…
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From the gas station to the stock exchange
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…
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Get ready for a LOT of driverless cars in China
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…
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Asia's financial systems: The Middle East stress test
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…
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Energy crisis: a green light for renewables?
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…
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South Asia Spotlight: Sri Lanka and Bangladesh
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…
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The unintended consequences of conflict
As the world's eyes remain on the Middle East, Fred and Herald discuss the second round economic effects of events and how they reverberate in Asia. For more content from HSBC Global Investment Research, follow us on…
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What Middle Eastern oil means for Asia
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…
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How to read a record-breaking CNY
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…
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China's silver spenders
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…
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Can Vietnam hit its own high targets?
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…
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Japan heads to the polls
As Japan gears up for a general election, Fred and Herald discuss what the outcome could mean for Asia's second-largest economy, and why the world is taking notice. For more content from HSBC Global Investment…
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Anatomy of an Asian retail investor
Herald welcomes fellow Asia Equity Strategist Prerna Garg to the studio to discuss the role of retail investors in the region, how they're reshaping the investment landscape and where they're choosing to put their…
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Commodities: Behind the headlines
With geopolitics, the energy transition and changing investor preferences all affecting the price of commodities right now, Fred welcomes Paul Bloxham, Chief Economist for Global Commodities to the podcast. For more…
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China: what to watch in 2026
Fred and Herald are joined by Chief China Economist Jing Liu to discuss the major talking points for Chinese markets and economics in the Year of the Horse. For more content from HSBC Global Investment Research,…
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Reading the tea leaves in 2026
Fred and Herald kick off 2026 with a round-up of what we think could be the highlights for Asian markets and economics in 2026. For more content from HSBC Global Investment Research, follow us on LinkedIn:…
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2025: Expectation vs reality
In our final episode of the year, Herald and Fred reflect on what surprised them most across Asian markets and economics in 2025. For more content from HSBC Global Investment Research, follow us on LinkedIn:…
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More facts you didn't know you needed
Fred's got his hands on Herald's latest compilation of quirky facts and stats. From giant shopping malls to a company you've probably never heard of outperforming Google, this episode's for anyone looking to flex some…
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Fred's economics outlook for 2026
Herald turns interviewer this week and Fred's in the spotlight, as our co-hosts discuss trade, consumption, central bank action and more across Asia in 2026. For more content from HSBC Global Investment Research,…
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EM, Asia and the grown-ups in the room
Dr Murat Ulgen joins Herald and Fred to talk AI, US outflows and Asia's influence over global emerging markets, all in the context of EM's outperformance in 2025. For more content from HSBC Global Investment Research,…
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Herald's equities outlook for 2026
Herald takes on the role of interviewee this week, as he and Fred look at what's driven Asian equity markets in 2025, and what investors are likely to be watching in the year ahead. For more content from HSBC Global…
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Luxury unboxed with Erwan Rambourg
Global Head of Luxury and Consumer Research Erwan Rambourg joins Herald for a lively chat on the state of the luxury market across Asia and beyond. For more content from HSBC Global Investment Research, follow us on…
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Asia needs gold and gold needs Asia
Fred welcomes HSBC's Chief Precious Metals Analyst James Steel to the podcast for a comprehensive look at the recent gold rally and the critical role that markets including China and India play in the global gold…
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ASEAN’s tariff advantage
ASEAN Economist Aris Dacanay joins Herald and Fred to explain why Southeast Asian economies could actually see rising market share across various sectors as a result of US import tariffs. For more content from HSBC…
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