Under the Banyan Tree by HSBC Global Research

Amid a raft of GDP forecast downgrades, Fred Neumann rallies fellow economists Yun Liu, Jin Choi and Jun Takazawa for an update on the fallout from US tariffs, as well as a reminder of the macro positives that still exist in Asia. 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 AskResearch@hsbc.com for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/rqh7SQf

Taking the rough with the smooth

Fred and Herald are joined by the esteemed historian William Dalrymple for a fascinating discussion on India's role in economic history, from trade dominance in ancient times to mathematical breakthroughs and the birth of the modern number system. 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 AskResearch@hsbc.com for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/RlhtpSd

History lessons with William Dalrymple

Fred Neumann is joined by fellow economists Jing Liu, Pranjul Bhandari and Aris Dacanay to tease out the nuances of US trade tariffs across Asia, with a focus on China, India, Indonesia, Thailand and the Philippines. 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 AskResearch@hsbc.com for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/CNSfvhT

Asian tariffs in perspective

Fred Neumann and Herald van der Linde discuss the impact of President Trump's sweeping tariff announcements on trade and growth across Asian economies. 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 AskResearch@hsbc.com for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/WBcStrS

What does 'Liberation Day' mean for Asia?

Amid the hype about mainland China's role in the AI boom, Herald van der Linde and Fred Neumann take a look at two other key markets in the story, and how they're contributing to a growing consumer-led economy across Asia. 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 AskResearch@hsbc.com for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/gCFttrB

Korea, Taiwan and the cracks in AI

Herald van der Linde and Fred Neumann are joined by our Sydney-based Chief Economist for Global Commodities, Paul Bloxham, to talk China, tariffs, climate change and record highs for gold. 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 AskResearch@hsbc.com for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/jHl7cM9

A lot to unpack in global commodities

An unexpected trip to a Shenzhen dentist leads to a wide-ranging chat about the Chinese economy, as Fred and Herald reunite in the Hong Kong studio. 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 AskResearch@hsbc.com for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/X6nBRpV

It began with a trip to the dentist

Herald van der Linde sits down with Head of Asia Real Estate Research Michelle Kwok to discuss a turnaround that few investors had faith in a year ago.&nbsp; 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 AskResearch@hsbc.com for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/9R7FsTF

Firmer foundations for China property

Herald van der Linde catches up with Chief China Economist Jing Liu ahead of Beijing's top-level policy congress, including what we can glean from Xi Jinping's recent meeting with business and technology leaders. 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 AskResearch@hsbc.com for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JbvRjXF

What to expect from China's NPC

HSBC's Fred Neumann and Herald van der Linde break down the key drivers shaping economies and equity markets across Asia. Subscribe now.&nbsp;For more from HSBC Global Research,email us at <a href="mailto:askresearch@hsbc.com" rel="noopener noreferrer" target="_blank">AskResearch@hsbc.com</a>.&nbsp;Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn <a href="https://www.linkedin.com/feed/hashtag/hsbcresearch/" rel="noopener noreferrer" target="_blank">https://www.linkedin.com/feed/hashtag/hsbcresearch/</a>&nbsp;or click here: <a href="https://www.gbm.hsbc.com/insights/global-research" rel="noopener noreferrer" target="_blank">https://www.gbm.hsbc.com/insights/global-research</a>.

Under the Banyan Tree by HSBC Global Research

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