• Herald's equities outlook for 2026
    2025/11/20

    Herald takes on the role of interviewee this week, as he and Fred look at what's driven Asian equity markets in 2025, and what investors are likely to be watching in the year ahead.


    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/wvPzpMC


    Hosted on Acast. See acast.com/privacy for more information.

    続きを読む 一部表示
    17 分
  • Luxury unboxed with Erwan Rambourg
    2025/11/13

    Global Head of Luxury and Consumer Research Erwan Rambourg joins Herald for a lively chat on the state of the luxury market across Asia and beyond.


    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/gdmsgks

    Hosted on Acast. See acast.com/privacy for more information.

    続きを読む 一部表示
    19 分
  • Asia needs gold and gold needs Asia
    2025/11/06

    Fred welcomes HSBC's Chief Precious Metals Analyst James Steel to the podcast for a comprehensive look at the recent gold rally and the critical role that markets including China and India play in the global gold trade.


    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:

    Hosted on Acast. See acast.com/privacy for more information.

    続きを読む 一部表示
    18 分
  • ASEAN’s tariff advantage
    2025/10/30

    ASEAN Economist Aris Dacanay joins Herald and Fred to explain why Southeast Asian economies could actually see rising market share across various sectors as a result of US import tariffs.


    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/W9vcfSd

    Hosted on Acast. See acast.com/privacy for more information.

    続きを読む 一部表示
    14 分
  • China, EVs and the next steps in AI
    2025/10/23

    Recorded in front of a live audience on 21 October 2025, Fred and Herald are joined on stage in Hong Kong by Jing Liu, Yuqian Ding and Frank Lee for a comprehensive round-up of the major macro and micro talking points in 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.


    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/zJCkN77


    Hosted on Acast. See acast.com/privacy for more information.

    続きを読む 一部表示
    25 分
  • Getting the boring stuff right
    2025/10/16

    Herald catches up with Chief China Economist Jing Liu as Beijing gears up for its fourth plenum, where the economic agenda for next five years will be set.


    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/dxd6clm

    Hosted on Acast. See acast.com/privacy for more information.

    続きを読む 一部表示
    18 分
  • A macro whip round the region
    2025/10/09

    Fred has the studio all to himself, and that can only mean one thing: a comprehensive review of the key talking points shaping Asian economics from tariffs to central bank action and, of course, AI.


    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/xglRmRg


    Hosted on Acast. See acast.com/privacy for more information.

    続きを読む 一部表示
    13 分
  • Commodities in context
    2025/10/02

    From inflation to political tensions, Paul Bloxham, Chief Economist for Global Commodities, joins Fred to talk through various factors keeping commodity markets deceptively flat at the moment.


    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/S9wjzKP

    Hosted on Acast. See acast.com/privacy for more information.

    続きを読む 一部表示
    17 分