Under the Banyan Tree by HSBC Global Research

Hosted by HSBC Global Research

Business Management

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Episodes

155

Latest episode

Oct 2026

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About the show

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 . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research . Hosted on Acast. See acast.com/privacy for more information.

Listen to episodes

60 recent

October 22, 202615 min

What does 'made in China' mean today?

Asia Economist Justin Feng joins Fred for a deep dive into how industrial upgrades have pushed mainland Chinese production up the value chain, spurring global competition and lifting manufacturing prospects in other parts of Asia. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https: www.research.hsbc.com/R/101/ksDfFDH Hosted on Acast. See acast.com/privacy for more information.

October 15, 202619 min

How to build a data centre

Fred Neumann is joined by Frank Lee , our Global Head of Tech Hardware and Semiconductor Research, to learn more about the various components that go into a data centre as well as the economics behind them. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https:www.research.hsbc.com/R/101/fXq9nhP Hosted on Acast. See acast.com/privacy for more information.

October 7, 202614 min

Asia's race against time

It's well known that Asia's major economies are aging fast, but so are its smaller ones. Herald and Fred sit down with Economist Ines Lam to talk about what this means for the region. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https: https://www.research.hsbc.com/R/101/qCPTvcV Hosted on Acast. See acast.com/privacy for more information.

October 1, 202612 min

Insights from Indonesia

Back from the HSBC Indonesia Summit 2026, Fred and Herald recap their trip to Jakarta and Surabaya and what they learnt along the way. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/MNlsFht Hosted on Acast. See acast.com/privacy for more information.

September 24, 202614 min

Will Asian central banks follow the Fed?

A week on from the first US interest rate hike since 2023, Herald and Fred discuss how ripple effects could play out in Asia, and how varied central bank action can be throughout the region. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/xrcSxDF Hosted on Acast. See acast.com/privacy for more information.

September 17, 202620 min

AI: Debate, direction and Dutch disease

Herald welcomes Head of AI and Data Science Mark McDonald to the studio for a wide-ranging conversation on AI, plus Chinese vs US adoption and our reaction to industry leaders calling for greater AI regulation. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/rkmhWXr Hosted on Acast. See acast.com/privacy for more information.

September 10, 202615 min

Taking the pulse on medical tourism

Fred and Herald welcome Prerna Garg to the studio for a dive into Asia's fast-growing medical tourism segment, which has become a lot more than just popping to Thailand for a check-up. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/csnqB7V Hosted on Acast. See acast.com/privacy for more information.

September 3, 202612 min

Top takeaways from HSBC's China Conference

Fresh from the annual HSBC China Conference, Herald sits down with Asia Managing Editor Jake Lee to go over the event's hot topics and key discussion points. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/DS9mqFF Hosted on Acast. See acast.com/privacy for more information.

August 27, 202613 min

What does US Treasury turmoil mean for Asia?

With US bond yields in a volatile state, Fred and Herald discuss what's going on, and crucially, what it could mean for companies, markets and economies across Asia. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/LxwsWfG Hosted on Acast. See acast.com/privacy for more information.

August 21, 202613 min

What is Hong Kong's Northern Metropolis?

Herald welcomes Michelle Kwok to the studio for a closer look into Hong Kong's highly ambitious, tech-fueled cross-border gateway to mainland China. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/ZFGflXP Hosted on Acast. See acast.com/privacy for more information.