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The Macro Brief – How AI can mitigate tariff costs
Alastair Pinder, Head Global and EM Equity Strategist, looks at some surprising connections between AI and tariffs and how they are changing the way …
1 year, 1 month ago
Under the Banyan Tree – Tariffs, AI and China's fragile rally
Fred and Herald are back in the studio and ready to catch up on what's shaping Asian markets and economics right now.
Disclaimer: https://www.research…
1 year, 1 month ago
Bond market dynamics in primary and secondary markets
This episode is also available as a podcast, search "Global Viewpoint" on your preferred podcast player to watch, listen, and subscribe.
Adam Bothamle…
1 year, 1 month ago
Under the Banyan Tree – Asia buys Asia
It’s a studio full of equity strategists as Herald is joined by Prerna Garg and Adam Qi to discuss the ever-growing numbers of Asian investors buying…
1 year, 1 month ago
Treasury Beyond Borders - Gateway to growth: The Middle East's evolving financial ecosystem
How is the Middle East redefining its role as a trade and finance hub connecting Asia and Europe?
Join Karan Khanna, Managing Director, Head of Corpor…
1 year, 1 month ago
China bond market access
This episode is also available as a podcast, search "Global Viewpoint" on your preferred podcast player to watch, listen, and subscribe.
Sheng Wang, H…
1 year, 1 month ago
Under the Banyan Tree – A business cycle with Chinese characteristics
Herald has returned from his summer holiday to a new buzzword in Chinese economics: “anti-involution”. Fortunately, Chief China Economist Jing Liu is…
1 year, 1 month ago
Perspectives: Low carbon solutions for agriculture and industry
Ahmed El-Hoshy, CEO of Fertiglobe, the world’s largest seaborne exporter of urea and ammonia combined, joins Zoë Knight, HSBC’s Global Head of Sustai…
1 year, 1 month ago
Credit value and risk in Asian and global markets
This episode is also available as a podcast, search "Global Viewpoint" on your preferred podcast player to watch, listen, and subscribe.
Join Laura Ac…
1 year, 1 month ago
The Macro Brief – Payback time?
James Pomeroy, Global Economist, examines whether the frontloading of global trade in the first half of the year could unravel as new tariffs kick in…
1 year, 2 months ago