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Artwork for Under the Banyan Tree by HSBC Global Research

Under the Banyan Tree by HSBC Global Research

HSBC Global Research
China
Aging Population
Productivity
Demographics
Semiconductors
India
NVIDIA
Economic Structure
GDP Growth
Japan
Korea
Corporate Governance
Commodities
Education
Healthcare
Electric Vehicles
Asian Markets
Geopolitics
a-Share Market
Asia-Middle East Trade

HSBC's Fred Neumann and Herald van der Linde break down the key drivers shaping economies and equity markets across Asia. Subscribe now.

For more from HSBC Global Research,

email us at AskResearch@hsbc.com.

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Artwork for Under the Banyan Tree by HSBC Global Research

Latest Episodes

Herald welcomes fellow Asia Equity Strategist Prerna Garg to the studio to discuss the role of retail investors in the region, how they're reshaping the investment landscape and where they're choosing to put their money.

For more content from HSBC G... more

With geopolitics, the energy transition and changing investor preferences all affecting the price of commodities right now, Fred welcomes Paul Bloxham, Chief Economist for Global Commodities to the podcast.

For more content from HSBC Global Investme... more

Fred and Herald are joined by Chief China Economist Jing Liu to discuss the major talking points for Chinese markets and economics in the Year of the Horse.

For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch.... more

Fred and Herald kick off 2026 with a round-up of what we think could be the highlights for Asian markets and economics in 2026.

For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow o... more

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Recent Guests

Dr. Murat Ulgen
Global Head of Macro Strategy and emerging market expert
HSBC
Episode: EM, Asia and the grown-ups in the room
Erwan Rambourg
Global head of luxury and consumer research at HSBC
HSBC
Episode: Luxury unboxed with Erwan Rambourg
James Steel
New York-based precious metals analyst
HSBC
Episode: Asia needs gold and gold needs Asia
Aris Dacanay
Asean economist and regular guest expert.
HSBC
Episode: ASEAN’s tariff advantage
Prerna Garg
equity strategist
HSBC Global Research
Episode: A status update for Vietnam?
Justin Feng
Economist and contributor to the podcast
HSBC Global Research
Episode: China tariff tensions and lessons from Japan
Joy Wang
Head of ASEAN Equity Research
HSBC
Episode: Live from Singapore
Joey Chew
Leads the FX research team
HSBC
Episode: Live from Singapore
Jun Takazawa
Economist from the Asian economics team at HSBC
HSBC Global Research
Episode: Anomaly economy: Japan

Hosts

Fred Neumann
Chief Asia Economist
Herald van der Linde
Head of Asian Equity Strategy

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

China: what to watch in 2026
Q: Aren't they doing enough to get investments in consumption going in China?
Jing Liu explained that while the government might not be doing enough in the short term for immediate growth, they have long-term plans regarding consumption and social safety nets.
China: what to watch in 2026
Q: Is there a sense that we're going to see things ramp up again and then it's going to be disappointment?
Jing Liu mentioned that growth in 2026 will be slower than in 2025, indicating an average deceleration in the Chinese economy.
Fred's economics outlook for 2026
Q: How does Japan's economy differ from the rest of Asia?
Japan is experiencing tight labor markets driving wage increases and inflation, positioning it for potential interest rate hikes, contrasting with other Asian economies.
Fred's economics outlook for 2026
Q: What is happening in Indonesia's economy?
Indonesia's economy is domestically focused but consumer spending has been sluggish, prompting a shift towards policies that help households directly with spending.
Fred's economics outlook for 2026
Q: What is the growth outlook for India?
India shows a K-shaped recovery, with strong overall growth but significant disparities within sectors, particularly rural areas suffering more than urban sectors.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

Focused on the economic landscape of Asia, discussions primarily revolve around macroeconomic trends, equity markets, and the implications of geopolitical factors. The content reflects on various sectors such as luxury goods, commodities, and technology, with special attention given to countries like China, India, and several Southeast Asian nations. Notably, topics like the impact of AI on investment strategies, the uniqueness of local market dynamics, and the evolving relationships in luxury consumption are frequently explored. The format often includes expert insights and analyses from leaders in economics and finance, making it appealing to listeners interested in in-depth market evaluations and future economic trajectories.

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These podcasts share a similar audience with this podcast:

1. The Macro Brief by HSBC Global Research
2. Bloomberg Daybreak: Asia Edition
3. At Any Rate
4. UBS On-Air: Market Moves
5. Making Sense

How many episodes of this podcast are there?

this podcast launched 2 years ago and published 117 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Dr. Murat Ulgen
2. Erwan Rambourg
3. James Steel
4. Aris Dacanay
5. Prerna Garg
6. Justin Feng
7. Joy Wang
8. Joey Chew

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