• Can Chinese equities turn a corner?
    Sep 12 2024

    In a classic Economist vs. Equity Strategist debate, Fred Neumann and Herald van der Linde sit down for a back-and-forth on whether China's underperforming equity market could rally.


    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/Dx7zQ9v


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

    Show more Show less
    18 mins
  • Clouds in the Indian sky
    Sep 5 2024

    Herald van der Linde and Fred Neumann discuss the micro and macro risks to India's title as a global outperformer on GDP and equity 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/101/GbmJX9g


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

    Show more Show less
    14 mins
  • A post-summer whip round the region
    Aug 29 2024

    Fred Neumann and Herald van der Linde are reunited after the summer break and have a lot to catch up on after an eventful few weeks in Asian markets and economics.


    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/np7bjfk


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

    Show more Show less
    18 mins
  • Asia’s female factor
    Aug 15 2024

    Herald van der Linde and Prerna Garg discuss the growing trend of working women in Asia, how it's impacting consumer patterns, and what can be done to ensure a greater level of female participation in the region's labour force.


    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/nhhPzhx


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

    Show more Show less
    11 mins
  • A wild week for Asian equities
    Aug 8 2024

    Herald van der Linde and fellow Equity Strategist Prerna Garg delve into the key drivers of this week’s volatile swings in Asian stock 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/101/pZTMKwT


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

    Show more Show less
    15 mins
  • Decoding China's Third Plenum
    Jul 25 2024

    Fred Neumann is joined by Chief China Economist Jing Liu to cut to the heart of China's official message following a major economic policy summit in Beijing.


    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/101/2HrbBwr


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

    Show more Show less
    18 mins
  • 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.

    Show more Show less
    21 mins
  • 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.

    Show more Show less
    11 mins