Podcast Episodes
Back to Search
The Macro Brief – Timing of rate cuts
We assess the potential path of monetary policy on both sides of the Atlantic with Ryan Wang, US Economist, and Liz Martins, Senior UK Economist. Dis…
2 years, 8 months ago
Under the Banyan Tree - ASEAN Insights: Philippines and Thailand
Fred Neumann and Aris Dacanay dissect two key ASEAN economies, from what Christmas dinner can tell us about The Philippines’ labour force to how Chin…
2 years, 8 months ago
HSBC Transition Pathways: Building greener growth
When it comes to reducing the carbon footprint of real estate, policy makers and regulators have traditionally focused on cutting down operational em…
2 years, 8 months ago
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…
2 years, 8 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 …
2 years, 8 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…
2 years, 8 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…
2 years, 8 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, 9 months 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, 9 months 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, 9 months ago