# Under the Banyan Tree by HSBC Global Research A podcast 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 AskResearch@hsbc.com. 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. Feed: https://feeds.acast.com/public/shows/64db93c01796c400110e0ce3 ## Latest episodes - [What does 'made in China' mean today?](https://invisiblenetwork.ai/podcast/1702829388/5ec7e0faba51) (2026-10-22, 16 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6ad9b7bc23f48c4f245c3a62/media.mp3 - [How to build a data centre](https://invisiblenetwork.ai/podcast/1702829388/c39bde6de0eb) (2026-10-15, 20 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6ad07cfd8f34078889b3861f/media.mp3 - [Asia's race against time](https://invisiblenetwork.ai/podcast/1702829388/1ea93d073abb) (2026-10-07, 15 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6ac77fe8f38f25c0f048e313/media.mp3 - [Insights from Indonesia](https://invisiblenetwork.ai/podcast/1702829388/6a0ad5374aaf) (2026-10-01, 13 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6abe3297fa77186ceb49a0ee/media.mp3 - [Will Asian central banks follow the Fed?](https://invisiblenetwork.ai/podcast/1702829388/5d7f3a68277b) (2026-09-24, 15 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6ab4ca5362a47b6beca89783/media.mp3 - [AI: Debate, direction and Dutch disease](https://invisiblenetwork.ai/podcast/1702829388/36193829f178) (2026-09-17, 21 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6aab93cd8a1508074d9c95ec/media.mp3 - [Taking the pulse on medical tourism](https://invisiblenetwork.ai/podcast/1702829388/25fa3b635741) (2026-09-10, 16 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6aa2647ca6e9aef4cc6fd94e/media.mp3 - [Top takeaways from HSBC's China Conference](https://invisiblenetwork.ai/podcast/1702829388/bdafa73d8eda) (2026-09-03, 13 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6a995738809ae7c2f437e4ce/media.mp3 - [What does US Treasury turmoil mean for Asia?](https://invisiblenetwork.ai/podcast/1702829388/7c023eb8bb0d) (2026-08-27, 14 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6a8fc4b7c36cbadbe784b2f4/media.mp3 - [What is Hong Kong's Northern Metropolis?](https://invisiblenetwork.ai/podcast/1702829388/ba501ce8764f) (2026-08-21, 14 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6a87bc7a041118f249140af1/media.mp3 - [Fred and Herald's post-summer catch-up](https://invisiblenetwork.ai/podcast/1702829388/4f489e3b45d1) (2026-08-13, 16 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6a7d9e657cf3c58886f2d764/media.mp3 - [El Niño looms large over ASEAN tech](https://invisiblenetwork.ai/podcast/1702829388/a32bd7fe6fa5) (2026-08-06, 9 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6a742941e188bf946fec78d4/media.mp3 - [A watershed moment for Chinese chipmakers?](https://invisiblenetwork.ai/podcast/1702829388/7307759ac4f0) (2026-07-30, 16 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6a6b03bf33878d3ae1e34769/media.mp3 - [Samsung's billions and a long hands-free drive](https://invisiblenetwork.ai/podcast/1702829388/c98bd55bd4ce) (2026-07-23, 13 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6a61b19e7d20badb28e5d604/media.mp3 - [The surging demand for Asia's AI hardware](https://invisiblenetwork.ai/podcast/1702829388/1f907e9c41c7) (2026-07-16, 18 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6a58a874c152a357db16cbb6/media.mp3 - [Critical minerals and the Malacca Strait](https://invisiblenetwork.ai/podcast/1702829388/cbf78ffe46d4) (2026-07-09, 14 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6a4f5e3b81fe1f6460182926/media.mp3 - [El Niño on the horizon](https://invisiblenetwork.ai/podcast/1702829388/6ac3201ac428) (2026-07-02, 17 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6a4601aba736775b26f40730/media.mp3 - [Equity league tables with a side of history](https://invisiblenetwork.ai/podcast/1702829388/5260b9bc14c2) (2026-06-25, 13 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6a3cbb6a5a67dba1ad7616e8/media.mp3 - [Energy, El Niño and economic growth](https://invisiblenetwork.ai/podcast/1702829388/9290d308e7c9) (2026-06-18, 14 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6a3392c32a769315ba2ee191/media.mp3 - [Unexpected moves in Asian FX](https://invisiblenetwork.ai/podcast/1702829388/43cdb10220de) (2026-06-11, 13 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6a2a4c8f85cf45e0eb645295/media.mp3 - [China's urbanisation 2.0](https://invisiblenetwork.ai/podcast/1702829388/3a4b36458e8f) (2026-06-04, 15 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6a212f6105612a0fee3d36ae/media.mp3 - [Asia remittances: a quiet cost from the Gulf](https://invisiblenetwork.ai/podcast/1702829388/cc5f505a6608) (2026-05-28, 11 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6a17dc0b69630795d87aacec/media.mp3 - [Shades of '99?](https://invisiblenetwork.ai/podcast/1702829388/4d51216a8846) (2026-05-21, 14 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6a15d179942fd187545b05b7/media.mp3 - [US, China and more chocolate cake?](https://invisiblenetwork.ai/podcast/1702829388/c4cbb53e7b8f) (2026-05-13, 14 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6a0433c10cdbf0d1ff4d40ec/media.mp3 - [Why are equity markets ignoring the energy shock?](https://invisiblenetwork.ai/podcast/1702829388/f104f7f89cfd) (2026-05-07, 15 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/69fc58998c59df7dd52b005e/media.mp3 - [How is China using agentic AI?](https://invisiblenetwork.ai/podcast/1702829388/eaed0d5514ba) (2026-04-30, 12 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/69f355c5e1fad0f98ae30a94/media.mp3 - [Behind one of the biggest rallies we've ever seen](https://invisiblenetwork.ai/podcast/1702829388/ed425f862405) (2026-04-23, 15 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/69ea07f1289eeb2c7ba30645/media.mp3 - [From the gas station to the stock exchange](https://invisiblenetwork.ai/podcast/1702829388/7124b81d4682) (2026-04-16, 15 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/69e08e316f0d582d7af7b101/media.mp3 - [Get ready for a LOT of driverless cars in China](https://invisiblenetwork.ai/podcast/1702829388/49ed0505e00e) (2026-04-09, 10 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/69d77ad802639f375ca4a153/media.mp3 - [Asia's financial systems: The Middle East stress test](https://invisiblenetwork.ai/podcast/1702829388/ee80cf848b09) (2026-04-02, 17 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/69ce1c98ab5d25f9c9a97549/media.mp3 - [Energy crisis: a green light for renewables?](https://invisiblenetwork.ai/podcast/1702829388/83b3d6101ff1) (2026-03-26, 15 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/69c4f85a3d4fb9e0cb287fce/media.mp3 - [South Asia Spotlight: Sri Lanka and Bangladesh](https://invisiblenetwork.ai/podcast/1702829388/fe5861a0431c) (2026-03-19, 15 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/69bb7ce06a048c4e8ef5fbad/media.mp3 - [The unintended consequences of conflict](https://invisiblenetwork.ai/podcast/1702829388/07cd8a972916) (2026-03-12, 13 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/69b27282c891dc74e875625b/media.mp3 - [What Middle Eastern oil means for Asia](https://invisiblenetwork.ai/podcast/1702829388/73e7b1a357bd) (2026-03-04, 19 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/69a803beb5381e1c0139bd3e/media.mp3 - [How to read a record-breaking CNY](https://invisiblenetwork.ai/podcast/1702829388/e7fd8bfe11ed) (2026-02-26, 16 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/699fbcb4d15b2c2a1278ce9a/media.mp3 - [China's silver spenders](https://invisiblenetwork.ai/podcast/1702829388/1d77f4f46e27) (2026-02-19, 14 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6996af4f435569254b15d5ef/media.mp3 - [Can Vietnam hit its own high targets?](https://invisiblenetwork.ai/podcast/1702829388/357fa65a96f3) (2026-02-12, 15 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/698d8c783f15cb4dab0efb75/media.mp3 - [Japan heads to the polls](https://invisiblenetwork.ai/podcast/1702829388/b20507678135) (2026-02-05, 16 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/698461ce23ea1312641ba6ce/media.mp3 - [Anatomy of an Asian retail investor](https://invisiblenetwork.ai/podcast/1702829388/4eade4bc1d3a) (2026-01-29, 17 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/697b2936f17fced4fd1b2561/media.mp3 - [Commodities: Behind the headlines](https://invisiblenetwork.ai/podcast/1702829388/bcd90af1b7c7) (2026-01-22, 18 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6971f4cb6ce75da7d8431c2e/media.mp3 - [China: what to watch in 2026](https://invisiblenetwork.ai/podcast/1702829388/fdb284c29484) (2026-01-15, 15 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6968a186a3b74ba76b032e17/media.mp3 - [Reading the tea leaves in 2026](https://invisiblenetwork.ai/podcast/1702829388/256b569c4302) (2026-01-08, 17 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/695f5c01e06ab03ba38fb4f9/media.mp3 - [2025: Expectation vs reality](https://invisiblenetwork.ai/podcast/1702829388/489e85d1dfbf) (2025-12-18, 15 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6943bc4f89ee5e06fd5b564b/media.mp3 - [More facts you didn't know you needed](https://invisiblenetwork.ai/podcast/1702829388/f1ab51407285) (2025-12-11, 11 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/693a74d1e521382d950c1384/media.mp3 - [Fred's economics outlook for 2026](https://invisiblenetwork.ai/podcast/1702829388/1e78a8ce761a) (2025-12-04, 22 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6931391cd6bc23eda2968cf0/media.mp3 - [EM, Asia and the grown-ups in the room](https://invisiblenetwork.ai/podcast/1702829388/2389bcce84dd) (2025-11-27, 20 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6927ece0caf6efa703e77f41/media.mp3 - [Herald's equities outlook for 2026](https://invisiblenetwork.ai/podcast/1702829388/e2d0ada04d28) (2025-11-20, 18 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/691ebfe35e54c6660a5bd02f/media.mp3 - [Luxury unboxed with Erwan Rambourg](https://invisiblenetwork.ai/podcast/1702829388/786d6eb26a66) (2025-11-13, 20 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/691585bdc1ed8717c587c1d3/media.mp3 - [Asia needs gold and gold needs Asia](https://invisiblenetwork.ai/podcast/1702829388/d6f51dcbe9e8) (2025-11-06, 18 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/690c72352f5fdede34751f68/media.mp3 - [ASEAN’s tariff advantage](https://invisiblenetwork.ai/podcast/1702829388/0220dd3fe5a6) (2025-10-30, 14 min): audio https://sphinx.acast.com/p/open/s/64db93c01796c400110e0ce3/e/6909383e471525d352cc7d52/media.mp3 Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them.