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Under the Banyan Tree by HSBC Global Research

Under the Banyan Tree by HSBC Global Research

著者： HSBC Global Research
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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.

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HSBC マネジメント マネジメント・リーダーシップ 経済学
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  • India: Tariffs, tax cuts and expensive visa hikes

    India: Tariffs, tax cuts and expensive visa hikes
    2025/09/25

    Pranjul Bhandari, Chief India Economist and Strategist at HSBC, joins Fred to discuss the outlook for India's economy at a time of higher-than-expected US tariffs, visa changes and domestic reform.


    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.


    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/lTWL7T7

    Hosted on Acast. See acast.com/privacy for more information.
    続きを読む 一部表示
    17 分
  • The growth-inflation tug-of-war

    The growth-inflation tug-of-war
    2025/09/18

    With the Fed lowering interest rates, and talk of similar cuts in Asia, Fred and Herald discuss how dynamics in the region differ from the US, and what the tug-of-war between growth and inflation means for Asian stock markets.


    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 Apple Podcasts or Spotify or wherever you get your podcasts.


    Email us at AskResearch@hsbc.com for any questions.


    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/6gbsHL7

    Hosted on Acast. See acast.com/privacy for more information.
    続きを読む 一部表示
    18 分
  • Is a generational investment shift upon us?

    Is a generational investment shift upon us?
    2025/09/11

    Fred and Herald sit down to discuss the idea that there could be a fundamental shift happening in global investment patterns. The question is, if investors are ready to look beyond the US market, what could that mean 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 Apple Podcasts or Spotify or wherever you get your podcasts.


    Email us at AskResearch@hsbc.com for any questions.


    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/7WnBPrD

    Hosted on Acast. See acast.com/privacy for more information.
    続きを読む 一部表示
    16 分
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