Under the Banyan Tree by HSBC Global Research
HSBC Global Research
156 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 2 of 4
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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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China, EVs and the next steps in AI
Recorded in front of a live audience on 21 October 2025, Fred and Herald are joined on stage in Hong Kong by Jing Liu, Yuqian Ding and Frank Lee for a comprehensive round-up of the major macro and micro talking points…
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Getting the boring stuff right
Herald catches up with Chief China Economist Jing Liu as Beijing gears up for its fourth plenum, where the economic agenda for next five years will be set. For more content from HSBC Global Investment Research, follow…
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A macro whip round the region
Fred has the studio all to himself, and that can only mean one thing: a comprehensive review of the key talking points shaping Asian economics from tariffs to central bank action and, of course, AI. For more content…
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Commodities in context
From inflation to political tensions, Paul Bloxham, Chief Economist for Global Commodities, joins Fred to talk through various factors keeping commodity markets deceptively flat at the moment. For more content from…
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India: Tariffs, tax cuts and expensive visa hikes
Pranjul Bhandari, Chief India Economist and Strategist at HSBC, joins Fred to discuss the outlook for India's economy at a time of higher-than-expected US tariffs, visa changes and domestic reform. For more content…
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The growth-inflation tug-of-war
With the Fed lowering interest rates, and talk of similar cuts in Asia, Fred and Herald discuss how dynamics in the region differ from the US, and what the tug-of-war between growth and inflation means for Asian stock…
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Is a generational investment shift upon us?
Fred and Herald sit down to discuss the idea that there could be a fundamental shift happening in global investment patterns. The question is, if investors are ready to look beyond the US market, what could that mean…
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A status update for Vietnam?
With Vietnam on the cusp of an index upgrade, Herald and Fred sit down with Asia Equity Strategist Prerna Garg for a look at what emerging market status could mean for the country, and how it's served former frontier…
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Tariffs, AI and China’s fragile rally
Fred and Herald are back in the studio and ready to catch up on what's shaping Asian markets and economics right now. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And…
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Asia buys Asia
It’s a studio full of equity strategists as Herald is joined by Prerna Garg and Adam Qi to discuss the ever-growing numbers of Asian investors buying up stocks in the region, and why is now an important time for this…
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A business cycle with Chinese characteristics
Herald has returned from his summer holiday to a new buzzword in Chinese economics: “anti-involution”. Fortunately, Chief China Economist Jing Liu is on hand to explain what it means. For more content from HSBC Global…
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China EVs: cost, competition and karaoke machines
Fred Neumann sits down with Head of China Autos research Yuqian Ding to talk all things EV in China, from scale and competition to autonomous driving and tank turns. For more content from HSBC Global Investment…
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The economists' guide to summer in Asia
Fred Neumann is joined by fellow Asia economists Erin Xin, Aris Dacanay and Justin Feng for a look at the key economic and political events coming up in the region in the next few months. For more content from HSBC…
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Hong Kong continues to evolve
With record-setting IPOs and more cash coming in from across the border, Fred Neumann sits down with Michelle Kwok and Erin Xin to talk about Hong Kong’s latest iteration as a world-leading centre for finance and…
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Asia awaits Trump’s call on tariffs
With President Trump’s 9 July tariff deadline looming, Fred Neumann takes a look at what US levies on Asian goods could mean for the region. For more content from HSBC Global Research, follow us on LinkedIn:…
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Fun facts from your friendly equity strategists
Herald van der Linde and Prerna Garg take the pulse of Asia's consumer, airline, autos and pharma sectors through the lens of our latest "Ten surprising statistics" report. For more content from HSBC Global Research,…
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Predictability in an unpredictable world
Herald van der Linde welcomes Global Head of Transport Research Parash Jain and Asia Equity Strategist Prerna Garg into the studio for a discussion on the impact of Middle East tensions on Asian markets, economics and…
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Asian investors and US volatility
With uncertainty still rife in the US, Fred Neumann and Herald van der Linde consider what could happen if Asian investors were to shift their focus from US investments and start looking closer to home. For more…
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Korea at a crossroads?
Herald van der Linde sits down with Economist Jin Choi and Equity Strategist Prerna Garg to discuss the future of Korea's economic and corporate landscape under the presidency of Lee Jae-myung. For more content from…
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What to do with the world’s largest cash pile
Herald van der Linde sits down with Prerna Garg to discuss what mainland Chinese savers could do with a mind-bending USD22trn in savings, and what that could imply for markets at home and beyond. For more content from…
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Are rising US bond yields good for Asia?
Herald van der Linde and Fred Neumann sit down to discuss what rising US Treasury yields could mean for savings, fund flows and company listings across Asia. For more content from HSBC Global Research, follow us on…
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Are the US and China back from the brink?
Fred Neumann and Herald van der Linde discuss the newly-announced China-US trade agreement and what's next for the world's two largest economies. For more content from HSBC Global Research, follow us on LinkedIn:…
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How Golden was China’s Week?
Herald van der Linde is joined by Erin Xin, Charlene Liu and Parash Jain to discuss what spending over China's Golden Week holiday can tell us about the state of Asia's largest economy. For more content from HSBC…
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Are we a little too fixated on tariffs?
Herald van der Linde is joined by Co-Head of Asia Research Eliot Camplisson to discuss the state of Asian markets since ‘Liberation Day’ and if we might be missing the bigger picture when it comes to global headlines.…
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Taking the rough with the smooth
Amid a raft of GDP forecast downgrades, Fred Neumann rallies fellow economists Yun Liu, Jin Choi and Jun Takazawa for an update on the fallout from US tariffs, as well as a reminder of the macro positives that still…
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History lessons with William Dalrymple
Fred and Herald are joined by the esteemed historian William Dalrymple for a fascinating discussion on India's role in economic history, from trade dominance in ancient times to mathematical breakthroughs and the birth…
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Asian tariffs in perspective
Fred Neumann is joined by fellow economists Jing Liu, Pranjul Bhandari and Aris Dacanay to tease out the nuances of US trade tariffs across Asia, with a focus on China, India, Indonesia, Thailand and the Philippines.…
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What does 'Liberation Day' mean for Asia?
Fred Neumann and Herald van der Linde discuss the impact of President Trump's sweeping tariff announcements on trade and growth across Asian economies. For more content from HSBC Global Research, follow us on…
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Korea, Taiwan and the cracks in AI
Amid the hype about mainland China's role in the AI boom, Herald van der Linde and Fred Neumann take a look at two other key markets in the story, and how they're contributing to a growing consumer-led economy across…
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A lot to unpack in global commodities
Herald van der Linde and Fred Neumann are joined by our Sydney-based Chief Economist for Global Commodities, Paul Bloxham, to talk China, tariffs, climate change and record highs for gold. For more content from HSBC…
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It began with a trip to the dentist
An unexpected trip to a Shenzhen dentist leads to a wide-ranging chat about the Chinese economy, as Fred and Herald reunite in the Hong Kong studio. For more content from HSBC Global Research, follow us on LinkedIn:…
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Firmer foundations for China property
Herald van der Linde sits down with Head of Asia Real Estate Research Michelle Kwok to discuss a turnaround that few investors had faith in a year ago. For more content from HSBC Global Research, follow us on…
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What to expect from China's NPC
Herald van der Linde catches up with Chief China Economist Jing Liu ahead of Beijing's top-level policy congress, including what we can glean from Xi Jinping's recent meeting with business and technology leaders. For…
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China's rally and the psychology of stock markets
Fred Neumann welcomes his fellow Co-Head of Asia Research, Eliot Camplisson, to the podcast for a look at what’s made investors U-turn on Chinese equities in recent months. For more content from HSBC Global Research,…
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Can local spending beat tariffs in China?
Fred Neumann is joined by Chief China Economist Jing Liu to discuss whether US tariffs could be the catalyst Beijing needs to give domestic consumption a shot in the arm. For more content from HSBC Global Research,…
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China tariff tensions and lessons from Japan
Fred Neumann outlines all you need to know about the US-China tariff situation, and talks to fellow economist Justin Feng about how the US-Japan trade war of the 1980s could inform how things play out. For more…
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Live from Singapore
Fred Neumann and Herald van der Linde take the podcast on the road, recording a live ASEAN-focused episode from HSBC Singapore with special guests Joy Wang, Pranjul Bhandari and Joey Chew. For more content from HSBC…
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Female pilots, lattes, microchips and more
Herald van der Linde and Fred Neumann put Asian markets and economics in context through the quirky lens of Herald's quarterly surprising statistics, from female pilots in India to China's rapidly rising coffee of…
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Asia: what to watch in 2025
Fred Neumann and Herald van der Linde return to the studio for a rundown of the must-watch markets and economies across Asia in 2025. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch.…
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Anomaly economy: Japan
Fred Neumann is joined by Asia Economist Jun Takazawa to discuss what makes Japan's economy unique, from counter-cyclical interest rates to demographics and a changing psychology on inflation. For more content from…
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A different take on commodities
With moves in commodities largely chalked up to the 'Trump trade', Fred Neumann asks Chief Economist for Global Commodities, Paul Bloxham, if there's more to the story that just US policy. For more content from HSBC…
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Asian FX and the strong USD
Fred Neumann is joined by Head of Asian FX Research Joey Chew to discuss the impact of the strong USD on Asian currencies and how trade, politics and market forces are shaping FX markets. For more content from HSBC…
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India: What's growing, what's not?
Herald van der Linde and Fred Neumann are joined by Chief India Economist Pranjul Bhandari to discuss her latest deep dive into the state of growth across the Indian economy. For more content from HSBC Global…
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Taking the pulse of Chinese stimulus
Herald van der Linde is joined by Jing Liu, Helen Huang and Michelle Kwok to gauge the progress of the Chinese stimulus rollout, where the money's actually going and what may still be to come. For more content from…
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Live from HSBC Hong Kong
Fred Neumann and Herald van der Linde return to the stage alongside Global Research colleagues Steven Sun, Michelle Kwok and Frank Lee for a special podcast recorded in front of a live audience at HSBC's Hong Kong…
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Cooperation states: Singapore and Malaysia
Fred Neumann sits down with ASEAN Economist Yun Liu to take the pulse on two key Southeast Asian economies and how they're working together to support future growth. For more content from HSBC Global Research, follow…
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Getting to grips with Chinese stimulus
With Chinese markets up and down after Golden Week, Fred Neumann talks to Erin Xin about stimulus measures and what they mean for investors and the economy. For more content from HSBC Global Research, follow us on…
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Thailand: Investment, influencers and Indian weddings
Fred Neumann welcomes ASEAN Economist Aris Dacanay to the podcast for a close look at what makes Thailand's economy tick. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't…
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Can Chinese equities turn a corner?
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…
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