Episoder
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Fred Neumann is joined by Chief China Economist Jing Liu to discuss whether US tariffs could be the catalyst Beijing needs to give domestic consumption a shot in the arm.
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/JPCnLsh
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Fred Neumann outlines all you need to know about the US-China tariff situation, and talks to fellow economist Justin Feng about how the US-Japan trade war of the 1980s could inform how things play out.
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/101/77FDmsf
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Mangler du episoder?
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Fred Neumann and Herald van der Linde take the podcast on the road, recording a live ASEAN-focused episode from HSBC Singapore with special guests Joy Wang, Pranjul Bhandari and Joey Chew.
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/PwmPbx9
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Herald van der Linde and Fred Neumann put Asian markets and economics in context through the quirky lens of Herald's quarterly surprising statistics, from female pilots in India to China's rapidly rising coffee of choice.
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/dLtmvsd
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Fred Neumann and Herald van der Linde return to the studio for a rundown of the must-watch markets and economies across Asia in 2025.
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/Hql6Cl7
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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
Hosted on Acast. See acast.com/privacy for more information.
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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
Hosted on Acast. See acast.com/privacy for more information.
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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
Hosted on Acast. See acast.com/privacy for more information.
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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
Hosted on Acast. See acast.com/privacy for more information.
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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
Hosted on Acast. See acast.com/privacy for more information.
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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
Hosted on Acast. See acast.com/privacy for more information.
- Se mer
