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Under the Banyan Tree - Clouds in the Indian sky
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. Disclaim…
2 years, 1 month ago
The Macro Brief – Counting down to cuts
With investors' attention turning towards the global major central banks, we assess potential Federal Reserve, ECB and Bank of England tightening cyc…
2 years, 1 month ago
Under the Banyan Tree - A post-summer whip round the region
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 …
2 years, 1 month ago
Under the Banyan Tree - Asia's female factor
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 t…
2 years, 2 months ago
SustainabilityTalks: Investing in the transition, perspectives from Asia with Impax
Episode 2
In this episode of SustainabilityTalks, we hear the investor’s perspective. The conversation revolves around how corporate governance reforms and var…
2 years, 2 months ago
The Macro Brief – After the sell-off
We examine what caused this week’s market volatility, ask whether we are through the worst, and take a cross-asset look at where we go from here. Dis…
2 years, 2 months ago
Under the Banyan Tree - A wild week for Asian equities
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. Discl…
2 years, 2 months ago
The Macro Brief – Summer sustainability
We catch up with our ESG team to look at some of the less obvious places where sustainability issues could arise - from beer to music festivals. Disc…
2 years, 2 months ago
The Macro Brief - How to price emerging markets
Murat Ulgen, Global Head of Emerging Markets Research, examines whether investors are right to be upbeat on the prospects for EM risk assets.
Disclai…
2 years, 2 months ago
Under the Banyan Tree - Decoding China's Third Plenum
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 …
2 years, 2 months ago