Podcast Episodes
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The Macro Brief – To cut or not to cut?
With investors hoping for substantial interest rate cuts in 2024, Stephen King, Senior Economic Adviser, examines the dangers of premature monetary e…
1 year, 11 months ago
Under the Banyan Tree - Busting the myths on Asian supply chains
Fred Neumann and Herald van der Linde are in myth-busting mode this week, debunking three widely held beliefs around the shifting landscape of Asian …
1 year, 11 months ago
The Macro Brief – The allure of AI
Mark McDonald, Head of Data Science and Analytics, looks at the sectors that are catching the eye of venture capital investors and the latest develop…
1 year, 11 months ago
Under the Banyan Tree - Red Sea disruption and the impact on Asia
Fred Neumann and Herald van der Linde sit down with Head of Shipping, Ports and Asia Transport Research, Parash Jain, to discuss the Red Sea situatio…
1 year, 11 months ago
The Macro Brief – Talking Trade
Shanella Rajanayagam, Trade Economist, considers whether a recovery is in sight for global trade in 2024 – and discusses the key risks to watch. Disc…
2 years ago
Under the Banyan Tree - Things you probably didn't know about Asian markets
Herald van der Linde and Fred Neumann dissect several surprising facts, figures and market observations unearthed by our Asia Equity Strategy team. D…
2 years ago
HSBC Transition Pathways: From supply gaps to opportunities in the materials industry
The transition to net zero relies heavily on copper, lithium, nickel and many other key natural resources. Can supply meet the expected demand? What …
2 years ago
The Macro Brief – The global economy in 2024
Janet Henry, Global Chief Economist, assesses the complicated backdrop facing policymakers as they attempt to keep inflation on a steady downward tra…
2 years ago
Under the Banyan Tree - Enter the Year of the Dragon
Fred Neumann and Herald van der Linde kick off 2024 with a special podcast outlining our key views for Asian markets and economics in the year ahead.…
2 years ago
Working towards clean energy supplies in the UAE
In this podcast, we explore the UAE’s energy transition journey. We look at TAQA, the UAE’s biggest utility company, which has ambitions to reduce en…
2 years ago