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 in Asia. 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 <a href="mailto:AskResearch@hsbc.com" rel="noopener noreferrer" target="_blank">AskResearch@hsbc.com</a> for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/zJCkN77 <hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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 in Asia. 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 AskResearch@hsbc.com for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/zJCkN77 Hosted on Acast. See acast.com/privacy for more information.

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 in Asia. 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 <a href="mailto:AskResearch@hsbc.com" rel="noopener noreferrer">AskResearch@hsbc.com</a> for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/zJCkN77 Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

China, EVs and the next steps in AI

HSBC's Fred Neumann and Herald van der Linde break down the key drivers shaping economies and equity markets across Asia. Subscribe now.&nbsp;For more from HSBC Global Research,email us at <a href="mailto:askresearch@hsbc.com" rel="noopener noreferrer" target="_blank">AskResearch@hsbc.com</a>.&nbsp;Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn <a href="https://www.linkedin.com/feed/hashtag/hsbcresearch/" rel="noopener noreferrer" target="_blank">https://www.linkedin.com/feed/hashtag/hsbcresearch/</a>&nbsp;or click here: <a href="https://www.gbm.hsbc.com/insights/global-research" rel="noopener noreferrer" target="_blank">https://www.gbm.hsbc.com/insights/global-research</a>.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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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.

HSBC's Fred Neumann and Herald van der Linde break down the key drivers shaping economies and equity markets across Asia. Subscribe now.&nbsp;For more from HSBC Global Research,email us at <a href="mailto:askresearch@hsbc.com" rel="noopener noreferrer">AskResearch@hsbc.com</a>.&nbsp;Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn <a href="https://www.linkedin.com/feed/hashtag/hsbcresearch/" rel="noopener noreferrer">https://www.linkedin.com/feed/hashtag/hsbcresearch/</a>&nbsp;or click here: <a href="https://www.gbm.hsbc.com/insights/global-research" rel="noopener noreferrer">https://www.gbm.hsbc.com/insights/global-research</a>. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

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