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 markets. 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 Apple Podcasts or 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/101/6gbsHL7<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.

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 markets. 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 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/101/6gbsHL7 Hosted on Acast. See acast.com/privacy for more information.

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 markets. 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 Apple Podcasts or 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/101/6gbsHL7 Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

The growth-inflation tug-of-war

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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