Podcast Episodes
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Under the Banyan Tree - Bangladesh: Introducing a sleeping giant
Herald van der Linde is joined by fellow Asia Equity Strategist Prerna Garg for a broad discussion on the macro and micro factors attracting investor…
3 years, 1 month ago
Under the Banyan Tree - An economic tour of ASEAN
From factory relocations to tourism and exotic fruit exports, Herald van der Linde sits down with ASEAN Economists Yun Liu and Aris Dacanay to discus…
3 years, 2 months ago
The Macro Brief – Funding the future
Mark McDonald, Head of Data Science and Analytics, looks at how venture capital is helping to fuel transformative technology and business innovation.…
3 years, 2 months ago
The ESG Brief - How the net zero transition might transform Australia
In this edition, Paul Bloxham, Chief Economist for Australia and New Zealand and Global Commodities, reflects on Australia's efforts to kick-start it…
3 years, 2 months ago
The Macro Brief - A tale of two central banks
Liz Martins, Ana Madeira and Joseph Incalcaterra assess the diverging policy paths in the UK and Brazil - with one central bank hiking and the other …
3 years, 2 months ago
Under the Banyan Tree – What can China learn from Japan in the '90s?
It's an ongoing debate in markets and economics: is China going the way of Japan in the 1990s? Fred Neumann and Herald van der Linde discuss the vari…
3 years, 2 months ago
The Macro Brief - At the peak?
Ryan Wang and Fabio Balboni examine how close we are to the end of the monetary tightening cycles in the US and Europe. Disclaimer: https://www.resea…
3 years, 2 months ago
MENATalks: Spotlight on the UAE - Asset Management in the DIFC
The overall asset management landscape in Dubai currently consists of more than 300 regulated managers and funds from around the world. Hedge funds h…
3 years, 2 months ago
The Macro Brief - What next for emerging markets?
Murat Ulgen looks at what we can expect from emerging markets in the second half of the year amid lingering concerns over the global economic backdro…
3 years, 2 months ago
Under the Banyan Tree – Why are Asian exports at such low levels?
With news that Chinese exports fell at their fastest pace for three years in June, Herald van der Linde and Fred Neumann discuss the state of Asian e…
3 years, 2 months ago