Under the Banyan Tree by HSBC Global Research

By: HSBC Global Research
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  • Summary

  • 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.


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    HSBC
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Economics Management
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Episodes
  • Anomaly economy: Japan

    Anomaly economy: Japan
    Dec 12 2024

    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 HSBC Global 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/xVvCMdD


    Hosted on Acast. See acast.com/privacy for more information.
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    18 mins
  • A different take on commodities

    A different take on commodities
    Dec 5 2024

    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 Global 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/tQGNtVQ


    Hosted on Acast. See acast.com/privacy for more information.
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    17 mins
  • Asian FX and the strong USD

    Asian FX and the strong USD
    Nov 28 2024

    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 Global 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/20/fC9RbLM


    Hosted on Acast. See acast.com/privacy for more information.
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    15 mins

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