Podcast Episodes
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Under the Banyan Tree – Behind one of the biggest rallies we've ever seen
Herald welcomes fellow equity strategist Prerna Garg to the studio to dissect the massive rally and white-knuckle volatility that Korean stocks have …
5 months, 1 week ago
The Macro Brief – Fuel, food and fertilisers
Paul Bloxham examines how the Middle East conflict is constraining a wide range of commodities, and explains why Australia and New Zealand’s policyma…
5 months, 1 week ago
The Macro Brief – Talking points from the HSBC Global Investment Summit
From the future of globalisation to growth opportunities and monetary policy, Murat Ulgen, Global Head of Macro Strategy, joins Piers Butler to discu…
5 months, 2 weeks ago
Under the Banyan Tree – From the gas station to the stock exchange
Herald and Fred make their way through our quarterly stack of quirky facts from the world of Asian equities.
Click here for appropriate Disclosures, i…
5 months, 2 weeks ago
Under the Banyan Tree – Get ready for a LOT of driverless cars in China
Head of China Autos Research Yuqian Ding joins Fred and Herald to give her outlook on the explosive growth of autonomous driving in mainland China.
Cl…
5 months, 3 weeks ago
The Macro Brief – Tracking economic disruption
James Pomeroy looks at whether the latest data can give us any clues about how the Iran conflict is impacting the global economy, while Pranjul Bhand…
5 months, 3 weeks ago
The Macro Brief – The dollar bounces back
Paul Mackel, Global Head of FX Research, looks at how the currency markets have reacted to geopolitical tensions.
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6 months ago
Under the Banyan Tree – Asia's financial systems: The Middle East stress test
With record outflows from Asian stock markets and currencies feeling the pinch, Fred and Herald discuss how the region is relatively well positioned …
6 months ago
The Macro Brief – Shock to the system
Janet Henry, Global Chief Economist, looks at what the unprecedented energy shock means for the economic outlook.
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6 months, 1 week ago
Under the Banyan Tree – Energy crisis: a green light for renewables?
As the global energy crisis intensifies, Fred and Herald welcome Nneka Chike-Obi to the podcast to discuss whether the situation could breathe new li…
6 months, 1 week ago