Under the Banyan Tree by HSBC Global Research
By HSBC Global Research
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Episodes: 136
Description
HSBC's Fred Neumann and Herald van der Linde break down the key drivers shaping economies and equity markets across Asia. Subscribe now.
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| Episode | Date |
|---|---|
|
Unexpected moves in Asian FX
|
Jun 11, 2026 |
|
China's urbanisation 2.0
|
Jun 04, 2026 |
|
Asia remittances: a quiet cost from the Gulf
|
May 28, 2026 |
|
Shades of '99?
|
May 21, 2026 |
|
US, China and more chocolate cake?
|
May 13, 2026 |
|
Why are equity markets ignoring the energy shock?
|
May 07, 2026 |
|
How is China using agentic AI?
|
Apr 30, 2026 |
|
Behind one of the biggest rallies we've ever seen
|
Apr 23, 2026 |
|
From the gas station to the stock exchange
|
Apr 16, 2026 |
|
Get ready for a LOT of driverless cars in China
|
Apr 09, 2026 |
|
Asia's financial systems: The Middle East stress test
|
Apr 02, 2026 |
|
Energy crisis: a green light for renewables?
|
Mar 26, 2026 |
|
South Asia Spotlight: Sri Lanka and Bangladesh
|
Mar 19, 2026 |
|
The unintended consequences of conflict
|
Mar 12, 2026 |
|
What Middle Eastern oil means for Asia
|
Mar 04, 2026 |
|
How to read a record-breaking CNY
|
Feb 26, 2026 |
|
China's silver spenders
|
Feb 19, 2026 |
|
Can Vietnam hit its own high targets?
|
Feb 12, 2026 |
|
Japan heads to the polls
|
Feb 05, 2026 |
|
Anatomy of an Asian retail investor
|
Jan 29, 2026 |
|
Commodities: Behind the headlines
|
Jan 22, 2026 |
|
China: what to watch in 2026
|
Jan 15, 2026 |
|
Reading the tea leaves in 2026
|
Jan 08, 2026 |
|
2025: Expectation vs reality
|
Dec 18, 2025 |
|
More facts you didn't know you needed
|
Dec 11, 2025 |
|
Fred's economics outlook for 2026
|
Dec 04, 2025 |
|
EM, Asia and the grown-ups in the room
|
Nov 27, 2025 |
|
Herald's equities outlook for 2026
|
Nov 20, 2025 |
|
Luxury unboxed with Erwan Rambourg
|
Nov 13, 2025 |
|
Asia needs gold and gold needs Asia
|
Nov 06, 2025 |
|
ASEAN’s tariff advantage
|
Oct 30, 2025 |
|
China, EVs and the next steps in AI
|
Oct 23, 2025 |
|
Getting the boring stuff right
|
Oct 16, 2025 |
|
A macro whip round the region
|
Oct 09, 2025 |
|
Commodities in context
|
Oct 02, 2025 |
|
India: Tariffs, tax cuts and expensive visa hikes
|
Sep 25, 2025 |
|
The growth-inflation tug-of-war
|
Sep 18, 2025 |
|
Is a generational investment shift upon us?
|
Sep 11, 2025 |
|
A status update for Vietnam?
|
Sep 04, 2025 |
|
Tariffs, AI and China’s fragile rally
|
Aug 28, 2025 |
|
Asia buys Asia
|
Aug 21, 2025 |
|
A business cycle with Chinese characteristics
|
Aug 14, 2025 |
|
China EVs: cost, competition and karaoke machines
|
Jul 24, 2025 |
|
The economists' guide to summer in Asia
|
Jul 17, 2025 |
|
Hong Kong continues to evolve
|
Jul 10, 2025 |
|
Asia awaits Trump’s call on tariffs
|
Jul 04, 2025 |
|
Fun facts from your friendly equity strategists
|
Jun 27, 2025 |
|
Predictability in an unpredictable world
|
Jun 19, 2025 |
|
Asian investors and US volatility
|
Jun 12, 2025 |
|
Korea at a crossroads?
|
Jun 05, 2025 |
|
What to do with the world’s largest cash pile
|
May 29, 2025 |
|
Are rising US bond yields good for Asia?
|
May 22, 2025 |
|
Are the US and China back from the brink?
|
May 14, 2025 |
|
How Golden was China’s Week?
|
May 08, 2025 |
|
Are we a little too fixated on tariffs?
|
May 01, 2025 |
|
Taking the rough with the smooth
|
Apr 24, 2025 |
|
History lessons with William Dalrymple
|
Apr 17, 2025 |
|
Asian tariffs in perspective
|
Apr 10, 2025 |
|
What does 'Liberation Day' mean for Asia?
|
Apr 04, 2025 |
|
Korea, Taiwan and the cracks in AI
|
Mar 27, 2025 |
|
A lot to unpack in global commodities
|
Mar 20, 2025 |
|
It began with a trip to the dentist
|
Mar 13, 2025 |
|
Firmer foundations for China property
|
Mar 06, 2025 |
|
What to expect from China's NPC
|
Feb 27, 2025 |
|
China's rally and the psychology of stock markets
|
Feb 20, 2025 |
|
Can local spending beat tariffs in China?
|
Feb 13, 2025 |
|
China tariff tensions and lessons from Japan
|
Feb 06, 2025 |
|
Live from Singapore
|
Jan 23, 2025 |
|
Female pilots, lattes, microchips and more
|
Jan 16, 2025 |
|
Asia: what to watch in 2025
|
Jan 09, 2025 |
|
Anomaly economy: Japan
|
Dec 12, 2024 |
|
A different take on commodities
|
Dec 05, 2024 |
|
Asian FX and the strong USD
|
Nov 28, 2024 |
|
India: What's growing, what's not?
|
Nov 21, 2024 |
|
Taking the pulse of Chinese stimulus
|
Nov 14, 2024 |
|
Live from HSBC Hong Kong
|
Oct 31, 2024 |
|
Cooperation states: Singapore and Malaysia
|
Oct 17, 2024 |
|
Getting to grips with Chinese stimulus
|
Oct 10, 2024 |
|
Thailand: Investment, influencers and Indian weddings
|
Sep 26, 2024 |
|
Can Chinese equities turn a corner?
|
Sep 12, 2024 |
|
Clouds in the Indian sky
|
Sep 05, 2024 |
|
A post-summer whip round the region
|
Aug 29, 2024 |
|
Asia’s female factor
|
Aug 15, 2024 |
|
A wild week for Asian equities
|
Aug 08, 2024 |
|
Decoding China's Third Plenum
|
Jul 25, 2024 |
|
What can history tell us about Asia's AI rally?
|
Jul 18, 2024 |
|
The Asian names outshining Nvidia
|
Jul 11, 2024 |
|
All that and a bag of chips
|
Jul 04, 2024 |
|
Trade winds
|
Jun 27, 2024 |
|
Asia’s ageing, but does that have to be a bad thing?
|
Jun 20, 2024 |
|
There’s always a ‘but…’
|
Jun 13, 2024 |
|
India's election: The economics of a surprise result
|
Jun 06, 2024 |
|
Catching up on commodities with Paul Bloxham
|
May 30, 2024 |
|
China property: Is the end of the crisis in sight?
|
May 23, 2024 |
|
Exploring the Asia-Middle East corridor
|
May 16, 2024 |
|
Has Hong Kong’s reset arrived?
|
May 09, 2024 |
|
Corporate governance and lessons from the Japanese eel
|
May 02, 2024 |
|
State of the Region: King dollar, interest rates and trade
|
Apr 25, 2024 |
|
How are global investors feeling about China?
|
Apr 19, 2024 |
|
Why quite a lot of things are getting cheaper
|
Apr 11, 2024 |
|
Nvidia, Bitcoin and enough cement to turn Britain into a carpark
|
Apr 04, 2024 |
|
A sentimental catch-up
|
Mar 28, 2024 |
|
Globalisation isn’t actually dead, is it?
|
Mar 21, 2024 |
|
A new era for the Japanese yen?
|
Mar 14, 2024 |
|
Can China achieve 'around 5%' growth?
|
Mar 07, 2024 |
|
China's online retailers are going global
|
Feb 29, 2024 |
|
China's holiday spending by the numbers
|
Feb 22, 2024 |
|
ASEAN Insights: Vietnam, Malaysia & Singapore
|
Feb 15, 2024 |
|
ASEAN Insights: Indonesia
|
Feb 08, 2024 |
|
ASEAN Insights: Philippines and Thailand
|
Feb 01, 2024 |
|
Busting the myths on Asian supply chains
|
Jan 25, 2024 |
|
Red Sea disruption and the impact on Asia
|
Jan 18, 2024 |
|
Things you probably didn’t know about Asian markets
|
Jan 11, 2024 |
|
Enter the Year of the Dragon
|
Jan 04, 2024 |
|
Replay: Live from HSBC Hong Kong
|
Dec 15, 2023 |
|
Asian Demographics revisited
|
Dec 07, 2023 |
|
Asian elections in 2024
|
Nov 30, 2023 |
|
What do overseas clients want to know about Asia?
|
Nov 23, 2023 |
|
Why are so many EV-related stocks falling?
|
Nov 16, 2023 |
|
Indonesia: burgeoning opportunity
|
Nov 09, 2023 |
|
What's bugging Asian markets?
|
Nov 02, 2023 |
|
China and global AI rollout
|
Oct 26, 2023 |
|
The ripple effect of China's slowdown
|
Oct 12, 2023 |
|
Why US bond yields matter for Asia
|
Oct 05, 2023 |
|
A rare wobble for Hong Kong property
|
Sep 28, 2023 |
|
What does a stronger dollar mean for Asian FX?
|
Sep 21, 2023 |
|
If China's slowing, what's driving commodities?
|
Sep 14, 2023 |
|
Live from HSBC Hong Kong
|
Aug 31, 2023 |
|
Bangladesh: Introducing a sleeping giant
|
Aug 24, 2023 |
|
An economic tour of ASEAN
|
Aug 16, 2023 |
|
What can China learn from Japan in the '90s?
|
Jul 26, 2023 |
|
Why are Asian exports at such low levels?
|
Jul 19, 2023 |
|
How are Chinese earnings rising as growth slows?
|
Jul 12, 2023 |
|
China on track to smash its solar goals
|
Jul 05, 2023 |
|
Charging ahead: The rapid rise of China's EV market
|
Jun 14, 2023 |
|
Stocks up, yen down: Putting Japan in context
|
Jun 07, 2023 |