Under the Banyan Tree by HSBC Global Research

Hosted by HSBC Global Research

Business Management

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Episodes

145

Latest episode

Aug 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.

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60 recent

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.

August 13, 202615 min

Fred and Herald's post-summer catch-up

Our regular hosts are reunited in the studio after several weeks and there's plenty to catch up on, from AI volatility to shifts in fund flows and the broad macro outlook for 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/ClSprGF Hosted on Acast. See acast.com/privacy for more information.

August 6, 20269 min

El Niño looms large over ASEAN tech

Herald welcomes Pranjul Bhandari to the podcast to discuss the growing threat to ASEAN's data centres, chipmakers and more as weather volatility rises. 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/WBLFNzn Hosted on Acast. See acast.com/privacy for more information.

July 30, 202615 min

A watershed moment for Chinese chipmakers?

In the week of CXMT's record-setting IPO, Herald sits down with Frank Lee and Ines Lam to discuss how the company emerged and what its rise could mean for the competitive landscape in Asian memory making. 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/BtGcQMx Hosted on Acast. See acast.com/privacy for more information.

July 23, 202612 min

Samsung's billions and a long hands-free drive

Herald returns to the studio alongside Prerna Garg to talk through our latest collection of quirky facts and surprising stats from the world of Asian equities. 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/kLqjrLP Hosted on Acast. See acast.com/privacy for more information.

July 16, 202617 min

The surging demand for Asia's AI hardware

Fred is joined by Ines Lam and Ricky Seo to discuss how the AI boom is remapping Asia's supply chains, why Korea is the undisputed leader in High Bandwidth Memory, and if we are ever likely to satisfy global demand for AI hardware. 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/L7qRbm6 Hosted on Acast. See acast.com/privacy for more information.

July 9, 202613 min

Critical minerals and the Malacca Strait

Fred sits down with Nneka Chike-Obi from our Sustainability Research team to talk strategies for avoiding a potential chokepoint in the Strait of Malacca, which is key to the shipping of critical minerals used in the energy transition. 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/MMdPlrQ Hosted on Acast. See acast.com/privacy for more information.

July 2, 202616 min

El Niño on the horizon

From food price volatility to export restrictions and an energy crunch, Fred Neumann and Jamie Culling discuss the sweeping potential impacts of extreme weather on Asia's economies. 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/n7VMWpB Hosted on Acast. See acast.com/privacy for more information.

June 25, 202612 min

Equity league tables with a side of history

Herald and his fellow Equity Strategist Perna Garg discuss the rise of Asian stock markets over the past 20+ years, and in one or two cases, a lot longer. 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/S9lxxWM Hosted on Acast. See acast.com/privacy for more information.

June 18, 202613 min

Energy, El Niño and economic growth

Fred is joined by Chief India Economist Pranjul Bhandari for a wide-ranging look at the various forces shaping India's economic outlook. 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/K6fswhr Hosted on Acast. See acast.com/privacy for more information.