Podcast Episodes
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The Macro Brief – Transatlantic tariff truce
Chris Hare, Senior European Economist, and Paul Mackel, Global Head of FX Research, talk through the potential implications of the US-EU trade deal.
D…
10 months, 3 weeks ago
Perspectives: e& – from telco to tech group
Hatem Dowidar, Group CEO of e&, joins Nabeel Albloushi, HSBC’s Head of Markets & Securities Services, MENAT, to share insights on the Middle East’s t…
10 months, 3 weeks ago
The Macro Brief - Pricing tariff risks
With fresh US tariffs due to come into effect on 1 August, Alastair Pinder, Head EM and Global Equity Strategist, looks at how markets are pricing in…
10 months, 4 weeks ago
Under the Banyan Tree - China EVs: cost, competition and karaoke machines
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…
10 months, 4 weeks ago
Perspectives: Emerging Markets – new dynamics
What’s unique about Emerging Markets and what themes should investors be paying attention to? Polina Kurdyavko, Head of BlueBay Emerging Markets, joi…
11 months ago
The Macro Brief – What bananas are telling us about the global economy
Against a backdrop of continuing uncertainty, James Pomeroy, Global Economist, explains whether the latest data – and the price of bananas - provide …
11 months ago
Under the Banyan Tree - The economists' guide to summer in Asia
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…
11 months ago
Perspectives: The Emerging Markets value proposition
Following an eventful first half, what does the future hold for Emerging Markets? Yerlan Syzdykov, Global Head of Emerging Markets, Amundi, joins HSB…
11 months, 1 week ago
The Macro Brief – The big, beautiful, US edition
Ryan Wang, US Economist, talks through the latest in the US – including “phase two” of tariffs, tax cuts and deficits, and the path of rate cuts. Dis…
11 months, 1 week ago
Under the Banyan Tree - Hong Kong continues to evolve
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 Ko…
11 months, 1 week ago