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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…
1 year, 2 months 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…
1 year, 3 months ago
Perspectives Trade and capital flows – emerging patterns
The global impacts of US trade policy and tariffs continue to ripple through the global economy. Renowned economist and Senior Fellow at the Council …
1 year, 3 months ago
Under the Banyan Tree - Asia awaits Trump's call on tariffs
With President Trump’s 9 July tariff deadline looming, Fred Neumann takes a look at what US levies on Asian goods could mean for the region.
Disclaim…
1 year, 3 months ago
The Macro Brief – Guarding against complacency
With global markets seemingly unruffled by recent shocks, Janet Henry and Simon Wells look at the key risks that could surprise policymakers and inve…
1 year, 3 months ago
The Macro Brief – The A to Z of crypto
Daragh Maher, Head of Digital Assets Research, demystifies the world of cryptocurrencies and looks at how digital assets could move from niche to mai…
1 year, 3 months ago
Under the Banyan Tree - Fun facts from your friendly equity strategists
Herald van der Linde and Prerna Garg take the pulse of Asia's consumer, airline, autos and pharma sectors through the lens of our latest "Ten surpris…
1 year, 3 months ago
The Macro Brief – Rising risks
Kim Fustier, Head of European Oil & Gas Research, and Murat Ulgen, Global Head of Emerging Markets, discuss how the conflict between Iran and Israel …
1 year, 3 months ago
Under the Banyan Tree - Predictability in an unpredictable world
Herald van der Linde welcomes Global Head of Transport Research Parash Jain and Asia Equity Strategist Prerna Garg into the studio for a discussion o…
1 year, 3 months ago
The Macro Brief – Globetrotting
Janet Henry, Global Chief Economist, considers whether tariff uncertainties are starting to feed through into the latest economic data.
Disclaimer: ht…
1 year, 3 months ago