Episodios

  • Trade winds
    Jun 27 2024

    With Western tariffs on China in the headlines, Herald van der Linde and Fred Neumann delve into Chinese trade, where exports are close to record highs.


    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/kwDpqcN


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

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    16 m
  • Asia’s ageing, but does that have to be a bad thing?
    Jun 20 2024

    Fred Neumann and Herald van der Linde tackle the long-standing challenge of Asia’s ageing population, and why it isn’t necessarily all doom and gloom.


    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/hFPMqKc


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

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    18 m
  • There’s always a ‘but…’
    Jun 13 2024

    Back from the Dragon Boat Festival holiday, Herald van der Linde and Erin Xin discuss what China’s latest travel and spending numbers say about the wider state of its 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/VSpSsmm


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

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    14 m
  • India's election: The economics of a surprise result
    Jun 6 2024

    Pranjul Bhandari, Chief India Economist, joins Fred to discuss the macro and market reaction to India’s landmark national vote, as well as the outlook for economic policy and reforms.


    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/vRqk9TD


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

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    17 m
  • Catching up on commodities with Paul Bloxham
    May 30 2024

    Paul Bloxham, Chief Economist for Global Commodities, joins Fred for a wide-ranging chat, including the impact of China’s downturn and how climate change and the energy transition have become powerful forces for demand.


    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/PlpGv2S


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

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    19 m
  • China property: Is the end of the crisis in sight?
    May 23 2024

    As China unveils plans to end its property crisis, Fred Neumann talks to Jing Liu, Chief China Economist, and Michelle Kwok, Head of Asia Real Estate Research, about the outlook for the troubled sector.


    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/xphHSqx


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

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    20 m
  • Exploring the Asia-Middle East corridor
    May 16 2024

    Fred Neumann is joined by fellow economists Justin Feng in Hong Kong and Simon Williams in Dubai to discuss Asia’s deepening economic ties with the Middle East.


    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/bPMnw9s


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

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    19 m
  • Has Hong Kong’s reset arrived?
    May 9 2024

    Fred Neumann sits down with Michelle Kwok and Erin Xin at our Hong Kong headquarters to discuss whether the city is turning a corner after a drawn-out spell in the doldrums.


    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/TzgJXCx


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

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    19 m