Podcast Episodes
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Perspectives: e& – from telco to tech group
Hatem Dowidar, Group CEO of e&, joins Nabeel Albloushi, HSBC’s Head of Markets & Securities Services, MENAT, to share insights on the Middle East’s t…
5 months, 2 weeks ago
The Macro Brief - Pricing tariff risks
With fresh US tariffs due to come into effect on 1 August, Alastair Pinder, Head EM and Global Equity Strategist, looks at how markets are pricing in…
5 months, 3 weeks ago
Under the Banyan Tree - China EVs: cost, competition and karaoke machines
Fred Neumann sits down with Head of China Autos research Yuqian Ding to talk all things EV in China, from scale and competition to autonomous driving…
5 months, 3 weeks ago
Perspectives: Emerging Markets – new dynamics
What’s unique about Emerging Markets and what themes should investors be paying attention to? Polina Kurdyavko, Head of BlueBay Emerging Markets, joi…
5 months, 3 weeks ago
The Macro Brief – What bananas are telling us about the global economy
Against a backdrop of continuing uncertainty, James Pomeroy, Global Economist, explains whether the latest data – and the price of bananas - provide …
5 months, 4 weeks ago
Under the Banyan Tree - The economists' guide to summer in Asia
Fred Neumann is joined by fellow Asia economists Erin Xin, Aris Dacanay and Justin Feng for a look at the key economic and political events coming up…
5 months, 4 weeks ago
Perspectives: The Emerging Markets value proposition
Following an eventful first half, what does the future hold for Emerging Markets? Yerlan Syzdykov, Global Head of Emerging Markets, Amundi, joins HSB…
5 months, 4 weeks ago
The Macro Brief – The big, beautiful, US edition
Ryan Wang, US Economist, talks through the latest in the US – including “phase two” of tariffs, tax cuts and deficits, and the path of rate cuts. Dis…
6 months ago
Under the Banyan Tree - Hong Kong continues to evolve
With record-setting IPOs and more cash coming in from across the border, Fred Neumann sits down with Michelle Kwok and Erin Xin to talk about Hong Ko…
6 months ago
Perspectives Trade and capital flows – emerging patterns
The global impacts of US trade policy and tariffs continue to ripple through the global economy. Renowned economist and Senior Fellow at the Council …
6 months ago