Under the Banyan Tree by HSBC Global Research By cover art

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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Episodes
  • What can history tell us about Asia's AI rally?

    What can history tell us about Asia's AI rally?
    Jul 18 2024

    Herald van der Linde and Fred Neumann take a deep dive into the Asia AI boom, where stocks from software development to energy are riding the wave of 2024's major market story.


    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/lsBBrGn


    Hosted on Acast. See acast.com/privacy for more information.
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    21 mins
  • The Asian names outshining Nvidia

    The Asian names outshining Nvidia
    Jul 11 2024

    Fred Neumann and Herald van der Linde talk through the highlights of Herald's latest '10 surprising statistics' report, including which Asian names have yielded better returns than AI powerhouse Nvidia.


    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/JSVPhrv


    Hosted on Acast. See acast.com/privacy for more information.
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    11 mins
  • All that and a bag of chips

    All that and a bag of chips
    Jul 4 2024

    Asia Economist Justin Feng joins Fred and Herald for a wide-ranging look at the semiconductor industry, where Asia is integral to practically every step of the supply chain.


    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/JLQVd7r


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