Under the Banyan Tree by HSBC Global Research

By HSBC Global ResearchBusiness Management

Under the Banyan Tree by HSBC Global Research episodes

October 29 Cashflow, green energy and age: The numbers that keep going up
Fred is Joined by Equity Strategist Prerna Garg for our quarterly compendium of quirky facts and surprising stats that help put Asian markets and economics in context.

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 [email protected] for any questions.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https: www.research.hsbc.com/R/101/tdJlbnd
Hosted on Acast. See acast.com/privacy for more information.
17 min
October 22 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 parts of 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 [email protected] for any questions.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https: www.research.hsbc.com/R/101/ksDfFDH
Hosted on Acast. See acast.com/privacy for more information.
16 min
October 15 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 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 [email protected] for any questions.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https:www.research.hsbc.com/R/101/fXq9nhP
Hosted on Acast. See acast.com/privacy for more information.
20 min
October 07 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 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 [email protected] for any questions.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https: https://www.research.hsbc.com/R/101/qCPTvcV
Hosted on Acast. See acast.com/privacy for more information.
15 min
October 01 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: #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 [email protected] for any questions.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/MNlsFht
Hosted on Acast. See acast.com/privacy for more information.
13 min
September 24 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 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 [email protected] for any questions.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/xrcSxDF
Hosted on Acast. See acast.com/privacy for more information.
15 min
September 17 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 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 [email protected] for any questions.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/rkmhWXr
Hosted on Acast. See acast.com/privacy for more information.
21 min
September 10 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 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 [email protected] for any questions.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/csnqB7V
Hosted on Acast. See acast.com/privacy for more information.
16 min
September 03 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, 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 [email protected] for any questions.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/DS9mqFF
Hosted on Acast. See acast.com/privacy for more information.
13 min
August 27 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 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 [email protected] for any questions.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/LxwsWfG
Hosted on Acast. See acast.com/privacy for more information.
14 min