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 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/lTWL7T7 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 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.
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 for 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 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/101/7WnBPrD Hosted on Acast. See acast.com/privacy for more information.
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 markets in the past.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/pxpfNfB Hosted on Acast. See acast.com/privacy for more information.
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 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/SFrjHVv Hosted on Acast. See acast.com/privacy for more information.
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 trend to continue.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/lwPtFxq Hosted on Acast. See acast.com/privacy for more information.
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 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/dGRXDLn Hosted on Acast. See acast.com/privacy for more information.
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 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/DXgQnBt Hosted on Acast. See acast.com/privacy for more information.
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 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/MNXDdMq Hosted on Acast. See acast.com/privacy for more information.
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 beyond.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/CmkRdVM Hosted on Acast. See acast.com/privacy for more information.
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: #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/C7RfQkv Hosted on Acast. See acast.com/privacy for more information.
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, 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/lDDTdQb Hosted on Acast. See acast.com/privacy for more information.
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 global shipping.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/Rc9xgDh Hosted on Acast. See acast.com/privacy for more information.
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 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/gPtXrB6 Hosted on Acast. See acast.com/privacy for more information.
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 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/WcHxmzl Hosted on Acast. See acast.com/privacy for more information.
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 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/tsnBdzn Hosted on Acast. See acast.com/privacy for more information.
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 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/npHhLZq Hosted on Acast. See acast.com/privacy for more information.
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: #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/tB7kLgt Hosted on Acast. See acast.com/privacy for more information.
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 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/PLPVLHW Hosted on Acast. See acast.com/privacy for more information.
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.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/DVljlqd Hosted on Acast. See acast.com/privacy for more information.