Podcast Episodes
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The Macro Viewpoint - China's reopening, Eurozone wage risks, and a global data check
Jing Liu discusses our revised GDP forecasts in light of China’s property and COVID-19 policy changes, Fabio Balboni looks at how labour market devel…
3 years, 10 months ago
The ESG Brief - What 352 finance professionals are telling us
Wai-Shin Chan, Head of ESG Research and the Climate Change Centre, weighs up the results of our third ESG Sentiment Survey and finds few big wins fro…
3 years, 10 months ago
Under the Banyan Tree - Semiconductors: Perspective after the Perfect Storm
Fred Neumann is joined by Head of Asia Technology Research, Frank Lee, for a discussion on the outlook for global semiconductors, where Asia plays by…
3 years, 10 months ago
US Monetary Policy and its Effect on Global Markets
In this episode of EM Spotlight, Janet Henry, Global Chief Economist at HSBC, speaks with James Bullard, President and CEO of the Federal Reserve Ban…
3 years, 10 months ago
Best of EM Global Food Prices in Crisis
In this episode, we explore the current state of global food prices. Dr Murat Ulgen, Global Head of GEMs Research at HSBC, hosts World Bank Senior Ec…
3 years, 10 months ago
The Macro Viewpoint - Gas markets, Supply Chains, Europe and UK Outlook
Kim Fustier assesses what the mild autumn weather means for gas prices, James Pomeroy considers whether easing supply chain bottlenecks will help low…
3 years, 10 months ago
Under the Banyan Tree - Can China's new COVID measures stall the slowdown?
With COVID-19 cases soaring across China, Fred Neumann talks to Chief China Economist, Jing Liu, about Beijing’s new approach to containment and how …
3 years, 10 months ago
The Macro Viewpoint - The USD peak, a game changer for China property and UK budget reaction
Paul Mackel explains why we expect USD strength to reverse next year, Jing Liu assesses China’s latest steps to stabilise the property market and Liz…
3 years, 11 months ago
Emerging Market Spotlight Podcast Series: Challenges and Opportunities in the Current EM Investment Environment
In this episode EM experts examine the challenges that have buffeted emerging markets over the last year, including geopolitical tensions, high commo…
3 years, 11 months ago
Under the Banyan Tree - India: A New Growth Era in a Top Five Economy
With India having recently overtaken the UK as the world’s fifth largest economy, Fred Neumann talks to Chief India Economist, Pranjul Bhandari, abou…
3 years, 11 months ago