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Under the Banyan Tree by HSBC Global Research
Can local spending beat tariffs in China?
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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 AskResearch@hsbc.com for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JPCnLsh
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China's urbanisation 2.0
14:07|Could spending by migrant workers move the needle for Chinese GDP? Chief China Economist Jing Liu says yes, thanks to a new government policy that broadens the social safety net.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/Sw9nZhh
Asia remittances: a quiet cost from the Gulf
11:00|As Middle East tensions drag on, Herald sits down with Asia Economist Ines Lam to discuss how a slowdown in non-oil industries is affecting Asian households half a world away.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/c7QQWwf
Shades of '99?
13:22|With US bond yields spiking, Herald van der Linde and Prerna Garg discuss how a shift in the rates vs growth balance could play out for Asian equities, which are being buoyed by the AI surge.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/t2Fnhld
US, China and more chocolate cake?
13:02|As Presidents Trump and Xi prepare to meet face-to-face in Beijing, Fred and Herald ask Chief China Economist Jing Liu what she'll be looking out for during the summit.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/RqbqnFp
Why are equity markets ignoring the energy shock?
14:48|It's the great stocks vs economy debate. On one side, Fred sees risks of recession, but Herald isn't losing much sleep over the outlook for equities.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/MTkKdJJ
How is China using agentic AI?
11:21|Herald van der Linde talks to Charlene Liu, Head of China Internet Research, about the next phase in the global AI boom and how it's being implemented and monetised in China.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/h6Pmvxq
Behind one of the biggest rallies we've ever seen
14:15|Herald welcomes fellow equity strategist Prerna Garg to the studio to dissect the massive rally and white-knuckle volatility that Korean stocks have seen in recent times. 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/rH7BNLm
From the gas station to the stock exchange
14:26|Herald and Fred make their way through our quarterly stack of quirky facts from the world of Asian equities.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/JNKSNTK
Get ready for a LOT of driverless cars in China
09:43|Head of China Autos Research Yuqian Ding joins Fred and Herald to give her outlook on the explosive growth of autonomous driving in mainland China.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/Gnvj2NQ