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Fred Neumann is joined by Asia Economist Jun Takazawa to discuss what makes Japan's economy unique, from counter-cyclical interest rates to demographics and a changing psychology on inflation.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/xVvCMdD
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With moves in commodities largely chalked up to the 'Trump trade', Fred Neumann asks Chief Economist for Global Commodities, Paul Bloxham, if there's more to the story that just US policy.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/tQGNtVQ
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Fred Neumann is joined by Head of Asian FX Research Joey Chew to discuss the impact of the strong USD on Asian currencies and how trade, politics and market forces are shaping FX markets.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/20/fC9RbLM
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Herald van der Linde and Fred Neumann are joined by Chief India Economist Pranjul Bhandari to discuss her latest deep dive into the state of growth across the Indian economy.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/FvjHlKS
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Herald van der Linde is joined by Jing Liu, Helen Huang and Michelle Kwok to gauge the progress of the Chinese stimulus rollout, where the money's actually going and what may still be to come.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/xbhs9hQ
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Fred Neumann and Herald van der Linde return to the stage alongside Global Research colleagues Steven Sun, Michelle Kwok and Frank Lee for a special podcast recorded in front of a live audience at HSBC's Hong Kong headquarters.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/MR9Ct9C
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Fred Neumann sits down with ASEAN Economist Yun Liu to take the pulse on two key Southeast Asian economies and how they're working together to support future growth.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/VpnTWF6
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With Chinese markets up and down after Golden Week, Fred Neumann talks to Erin Xin about stimulus measures and what they mean for investors and the economy.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/vhnST6S
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Fred Neumann welcomes ASEAN Economist Aris Dacanay to the podcast for a close look at what makes Thailand's economy tick.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/wCRFVBM
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In a classic Economist vs. Equity Strategist debate, Fred Neumann and Herald van der Linde sit down for a back-and-forth on whether China's underperforming equity market could rally.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/Dx7zQ9v
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Herald van der Linde and Fred Neumann discuss the micro and macro risks to India's title as a global outperformer on GDP and equity markets.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/GbmJX9g
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Fred Neumann and Herald van der Linde are reunited after the summer break and have a lot to catch up on after an eventful few weeks in Asian markets and economics.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/np7bjfk
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Herald van der Linde and Prerna Garg discuss the growing trend of working women in Asia, how it's impacting consumer patterns, and what can be done to ensure a greater level of female participation in the region's labour force.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/nhhPzhx
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Herald van der Linde and fellow Equity Strategist Prerna Garg delve into the key drivers of this week’s volatile swings in Asian stock markets.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/pZTMKwT
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Fred Neumann is joined by Chief China Economist Jing Liu to cut to the heart of China's official message following a major economic policy summit in Beijing.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/2HrbBwr
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Herald van der Linde and Fred Neumann take a deep dive into the Asia AI boom, where stocks from software development to energy are riding the wave of 2024's major market story.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/lsBBrGn
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Fred Neumann and Herald van der Linde talk through the highlights of Herald's latest '10 surprising statistics' report, including which Asian names have yielded better returns than AI powerhouse Nvidia.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JSVPhrv
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Asia Economist Justin Feng joins Fred and Herald for a wide-ranging look at the semiconductor industry, where Asia is integral to practically every step of the supply chain.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JLQVd7r
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With Western tariffs on China in the headlines, Herald van der Linde and Fred Neumann delve into Chinese trade, where exports are close to record highs.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/kwDpqcN
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Fred Neumann and Herald van der Linde tackle the long-standing challenge of Asia’s ageing population, and why it isn’t necessarily all doom and gloom.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/hFPMqKc
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