Podcast Episodes
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Under the Banyan Tree - Asian supply chains: from politics to production
Fred Neumann and Herald van der Linde take a big-picture look at Asian supply chains, the political and economic reasons why they can be forced to sh…
3 years, 4 months ago
Outlook for Asia credit markets and ESG issuance trends
With increasing US interest rates, inflation, and the pandemic, what is the market outlook for Asia credit markets and what opportunities are brought…
3 years, 4 months ago
Under the Banyan Tree - An introduction to Asian demographics
From ageing nations to rising populations and diverse workforces, Herald van der Linde and Fred Neumann discuss the wide-ranging impacts of demograph…
3 years, 4 months ago
Under the Banyan Tree - Indonesia: From ancient temples to the modern consumer
With Herald in Indonesia this week, he and Fred discuss the fabric of an economy that's tipped to be a leading consumer hub in the next decade. Selvi…
3 years, 4 months ago
The Macro Viewpoint - Eurozone recession, USD and the Fed, global economic outlook
We assess a gloomy economic outlook for Europe, discuss what’s driving the dollar’s performance and look at recession risks for the global economy. D…
3 years, 5 months ago
Under the Banyan Tree - What's behind Asia's resilience?
Herald van der Linde and Fred Neumann discuss how Asian markets have become accustomed to volatility. Senior Financials Analyst, Abhishek Murarka, ex…
3 years, 5 months ago
The Macro Viewpoint - The BoE hikes again, G10 FX drivers, PMI update
We assess the Bank of England’s fight against inflation, find out how data releases can affect major currencies and take a look at what the latest PM…
3 years, 5 months ago
Under the Banyan Tree - Homecoming
Fred Neumann and Herald van der Linde discuss what the upswing in US markets means for Asia, and are joined by Head of Asia Internet and Gaming Resea…
3 years, 5 months ago
The ESG Brief - What are Scope 3 emissions and why do they matter?
Wai-Shin Chan, Head of ESG Research at HSBC, looks at the growing awareness of Scope 3 emissions among corporates and investors and what regulators a…
3 years, 5 months ago
The Macro Viewpoint - Fed tightening, China's property stress, Europe's gas worries
We look at what's next for the Fed, new challenges facing China’s property markets and the potential pain from natural gas rationing in Europe. Discl…
3 years, 5 months ago